Smooth Data Migration to Dynamics 365 ERP / CRM: Strategies and Best Practices

Migrating data from your existing systems into Dynamics 365 might seem straightforward, but it’s often more complicated than expected. In fact, a recent survey revealed that only 26% of organizations finished their migrations on schedule, and 90% faced delays or budget overruns. These issues commonly stem from unexpected customizations, data challenges, and a lack of...

Lead Scoring in CRM: Prioritizing Prospects in the Consideration Phase Who Are Ready to Buy

Not all leads are created equal. Some are just becoming aware of your brand, while others are in the consideration phase—actively evaluating solutions and getting closer to making a decision. Without a system to separate curious browsers from true buyers, your sales team can waste valuable time on leads that aren’t ready yet.  That’s where...

From Chaos to Control: Why Membership Organizations Need Automation & CRM

Managing a large membership base is no walk in the park. Between tracking member data, processing renewals, handling subscriptions, and keeping engagement levels high, organizations often find themselves caught in an endless loop of administrative tasks. But here’s the truth—manual processes and outdated systems are holding your organization back.  Enter automation and CRM for membership...

Translate Dynamics 365 Data in Real-Time using Azure AI Translator with our New App!

Organizations across regions often face a common challenge—language barriers. In Microsoft Dynamics 365, these gaps can slow processes, hinder teamwork, and create inefficiencies. That’s why we’re excited to introduce Translate4Dynamics—a real-time translation solution designed to boost multilingual collaboration and keep your global operations running smoothly. Whether you’re connecting with clients in Asia, working with teams...

How To Use App.OnStart Property for Microsoft Canvas Apps in the Power Platform

When building Canvas Apps, ensuring smooth initialization is crucial for performance, user experience, and maintainability. The App.OnStart property plays a key role in this process, allowing developers to execute a set of instructions as soon as the app launches. This is commonly used to define global variables, cache data, and retrieve stored values. Previously, developers...

How to Customize Dashboards in Dynamics 365 Sales (CRM) for Your Team

Dashboards in Dynamics 365 Sales provide a centralized view of key business metrics, making it easier for sales teams to track performance, monitor leads, and manage opportunities efficiently. However, out-of-the-box dashboards may not always align with your team’s specific needs. Fortunately, Dynamics 365 Sales allows you to customize dashboards to ensure your team gets the most relevant...

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