Keep your email opt-outs up to date in Dynamics 365 using our exclusive Dataversifier App. https://www.crmsoftwareblog.com/wp-content/uploads/Email-Opt-Outs.mp4 Transcript In this video, I want to show you how you can keep your email opt-out list clean in your CRM system. What is an opt-out list? Chances are if you’re using a CRM system for your business, you’re...

Today, when I was Testing a feature in the Test Environment, found the below strange error in the Test environment and in the Dev environment there is no such issue in the code. ReferenceError: Web resource method does not exist: XYZ.Case.OnLoad. However the closest object we found is XYZ.Case that contains these properties: GetEnvironmentVariableValue,SwitchBPF,OnPostSave. Please...

The Human Touch in Digital Transformation In sales, success is fundamentally about people – building relationships and fostering trust. However, the landscape of B2B sales is evolving rapidly, and digital transformation is reshaping how business is conducted. For Operations leaders aiming to meet growth and performance objectives, it’s time to explore the role of sales...

The holiday season is a critical time for ecommerce businesses. With November going on and December right around the corner, it’s essential to plan for this busy period well in advance. While most ecommerce stores focus on managing their inventory and marketing efforts, there’s another equally important aspect – partner management. In this blog post,...

  Sales areas keep growing when a company is expanding fast. If your current sales limits aren’t getting bigger, it’s a good idea to review how things are set up and find ways to serve your customers better. That’s where the Dynamics 365 map plugin can help. This tool helps you accurately map and study...

Enhancing customer experience and engagement is crucial for sustained success. Dynamics 365, coupled with a CPQ solution, offers a powerful combination that significantly improves how businesses interact with their customers. Let’s explore how CPQ technology, like DealHub’s Agile CPQ, can revolutionize customer engagement and experience. Drive Customer Engagement with Automated Quoting in Dynamics 365 Sales...

    The Enhanced Data Model for Power Pages is currently in preview, which means that Microsoft intends to release it at some point in the (hopefully near) future for general use.  This is a major change for Power Pages (formerly Power Portal) customizers as one of its many benefits is solution-aware website configurations. What...

Outsourcing development is not a new concept, but it has gained more traction in recent years due to the rapid growth and evolution of technology. A report by Grand View Research states that the global IT outsourcing market was worth USD 333.7 billion in 2019 and is projected to grow at a 7.7% CAGR from...

Dynamics 365 Customer Engagement allows users to attach files and documents to associated customer records. However, attachments in Dynamics 365 CE are stored within the Dynamics system, filling up your storage quota and potentially leading to increased storage costs. In this article, we will explore three efficient options for optimizing document storage using SharePoint integration....

A groundbreaking report set to launch this month will shed light on the dynamic interplay of creativity and technology in the manufacturing sector. This transformative synergy has given rise to heightened productivity, enhanced agility, and a surge in business opportunities for many organizations. The 2023 Manufacturing Agility Assessment is a comprehensive study meticulously crafted by...