How to Effectively Invite a Prospect for an Online Chat via Email with Qualifico

Are you looking to enhance your customer engagement strategies? Inviting prospects to chat via email is a powerful tool in today’s digital marketing landscape. In this guide, we’ll walk you through the seamless process of setting up an inviting and efficient chat experience using Qualifico. 1. Crafting the Chat Experience The first step is to...

Sync Non-CRM User Appointments with Dynamics CRM

Effective appointment management is a cornerstone for delivering exceptional customer experiences and maximizing operational efficiency.  This blog post serves as a comprehensive guide, exploring the benefits of leveraging Calendar 365 to create a well-oiled system for appointment booking.  The focus is empowering businesses to overcome the limitations of traditional scheduling methods, providing customers with a...

Modify Microsoft Entra ID Connector (Standard) to meet your security requirements

Some time ago I wrote the post: https://wordpress.com/post/msolenacrm.blog/4767 In the post, I was talking about the standard Microsoft connector not meeting my client’s security requirements. Pretty much, I was blocked and searching for a solution. The only “security appropriate” solution was a custom connector but I didn’t know where to start. I asked my partner...

How Dynamics 365 Calendar Can Revolutionize Room Bookings in Hotels

If you are in the hotel management business, you have faced the complications of managing reservations.  The process can be time-consuming, prone to errors, and challenging to organize effectively. It is crucial to have a system in place that streamlines your operations, prevents overbooking, and provides a clear overview of your bookings. An online appointment...

Tips to daily drive Microsoft Copilot with Power Platform and Dynamic 365 CRM with ease

Microsoft’s Copilot is a game-changing platform that emphasizes collaboration like never before. As the name suggests, Copilot is designed to take your business to new heights with its unique collaborative capabilities. With Copilot, you can easily work together with various Microsoft ecosystems such as Dynamic 365, Power Platform and Microsoft Suite. Plus, with Microsoft’s emphasis...

Attach2Dynamics vs Power Automate: Explore What’s Best for Your Document Management Needs!

Managing documents is an essential aspect of every business, yet it can be an overwhelming endeavor. The market offers a plethora of solutions, making it challenging to pinpoint the one that suits your needs. The emergence of low-code no-code solutions has led to the consideration of Power Automate for document-related requirements. While Power Automate is...

[Issue Resolved] ReferenceError: Web resource method does not exist in Dynamics 365 CE Javascript Error

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...

Alleviate Manual Sales Process Pain Points with Dynamics 365 CRM and DealHub CPQ

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...

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