Category: Microsoft Dynamics 365 News and Tips

Last month, we explored how to use Change Tracking in Dynamics 365 to identify modified records and synchronize them with other business apps. That solution works perfectly when Dynamics 365 is the source of truth and needs to push its updates out.  But what about the reverse situation—when changes are happening in other business applications,...

Sales teams don’t need anyone to remind them how tough the job has become. The targets keep climbing, the markets keep shifting, and the tools meant to “help” often pile on more work than they remove. Manual data entry eats away at precious selling hours, reports feel like educated guesses, and customer details are scattered...

Imagine this: all your critical CRM documents suddenly accessible to the wrong people. If your organization relies on Dynamics 365 CRM and SharePoint to manage customer data and documents, airtight security isn’t optional; it’s mission-critical. But here’s the challenge: keeping permissions perfectly aligned between these two powerful platforms is harder than it seems. Even a...

The 2025 Release Wave 2 introduces powerful updates to Dynamics 365 Customer Service, with a clear focus on transforming support operations through AI-driven assistance and intelligent case management. This release is about more than just features—it’s about helping organizations deliver faster, smarter, and more consistent service across every channel. Whether you manage a growing support team or a high-volume...

Why do so many CRM systems fail, even when after millions are spent? The truth is simple: people don’t use them as intended. Research shows that up to 80% of CRM implementations ail due to poor user adoption, lack of leadership buy-in, and unclear goals. But wait—aren’t CRMs already widely adopted? Yes! 70% of organizations...

By default, Email Engagement is enabled at the environment level. If email engagement is enabled in your environment, every time you open an Email form, the email is automatically “followed”. This can cause issues like data noise when you simply do not want engagement to be turned on for certain users or certain forms. Unfortunately,...

Sharing data from Microsoft Dynamics 365 CRM should be simple. Yet many teams struggle to export Dynamics 365 report to PDF, Word, or CSV formats. Doing it manually for each report is time-consuming and scheduling or exporting for multiple records can feel impossible, especially In this blog, we’ll cover: Quick answers to the most common...

I recently released my first XRMToolBox plugin, “Dataverse Users, Security Roles, Teams and Teams Security Roles,” designed to help administrators, developers, and auditors easily explore detailed user access data within Microsoft Dataverse environments. You can check the below articles in order for more details. Dataverse Users, Security roles, Teams and Teams security roles (Overview) Dataverse...

Commission Tracking Made Simple with BenefitsBridge Dashboards For health insurance brokers, policy renewals and commissions are the lifeblood of the business. Yet too often, reconciling payments, tracking renewals, and managing producer splits turns into a time-consuming, error-prone process. Spreadsheets get messy, commission statements vary from carrier to carrier, and it’s easy for dollars to slip...

In today’s digital-first marketing landscape, few channels rival the power of a good referral. A recommendation from a trusted friend or colleague carries far more weight than even the most finely tuned ad campaign. Referred leads close faster, convert at a higher rate, and are often more loyal in the long run.  But despite their...