“The great resignation.” It’s one of the most confounding challenges surrounding the COVID-19 pandemic. There are numerous theories as to why this is occurring, but the “why” isn’t nearly as important right now as the “how”–how to address it, that is. Compounded by the constant challenge of dealing with workers out sick with COVID, government...
Category: Microsoft Dynamics 365 News and Tips
Microsoft Dynamics 365 News and Tips
CRM SharePoint Integration and Personal Data Protection | Dynamics Success Stories
> Problem: Missing synchronization of permissions and privileges for family processes in Dynamics 365 and SharePoint > Solution: CB Dynamics 365 to SharePoint Permissions Replicator > Provider: Connecting Software > Customer: Wingerdbloei, a counseling center in Antwerp (Belgium) for young people and families with children “We haven’t had any issues with the Dynamics 365...
ClickDimensions update 12.4: What’s New?
If you’re a fan of ClickDimensions, you know that there are frequent updates and changes to the product meant to enhance the usability and functionality of the application. As of April 26th, the new version is available to all regions – US, CA, AU and EU. Let’s dive into the changes in the latest version,...
JourneyTEAM’s Tech Insider Update Webinar May 17th, 2022
This elite and FREE insider event is a showcase of the latest and greatest updates in Microsoft Technology. This fast-paced rundown with our experts covers updates in ERP, CRM, Azure, Power Platform, SharePoint and more. Here’s a quick sample of what you will learn in the May 17th Webinar: Learn how to use Power BI...
Paginated Reports in MS Power BI
Power BI is part of a suite of applications in the Microsoft Power Platform engineered for robust business capabilities in different areas. In the area of business intelligence, reporting, visualization, and dashboards, Power BI provides these analytics services. Microsoft Power BI is widely known for its user-interactive dashboards and highly dynamic content. This is a...
Slice and Dice Data From Multiple Systems With Microsoft Power BI
If you want to be able to slice and dice your data, try Power BI. That is the easiest way to sum it up in just one sentence. With a Power BI report, you can look at data by date range, territory, salesperson, and product. You can see it on a map. You can click...
Have You Heard About the New Dynamics 365 + SharePoint Document Management Suite?
If you have documents and attachments in Dynamics 365, you have probably realized Dynamics document management is not the best. Nonetheless, it is convenient to have the documents right there, where users need them. To get the best of both worlds, you used to have to pick multiple solutions. Fortunately, there is now an all-in-one...
Overcoming The Most Common Field Sales Challenges by Integrating Maps within Dynamics 365 CRM
“I would like to dedicate this hard-earned award to my family, my colleagues, my considerate clients, and the amazing features of Maplytics! Yes, winning the award for the Best Salesperson of the Year would not have been possible if Maplytics would not have made my on-field life easier by providing easy solutions to my everyday...
Bid goodbye to errors – Now Undo & Restore changes in Dynamics 365 CRM records with just a single click!
Let’s face it – there is always some kind of inaccuracies in Dynamics 365 CRM data due to human mistakes. It can be typos, spelling mistakes, entering data into the wrong fields, importing wrong data, and so on. Hard to believe? Then here are some interesting figures that reinforce this fact – 60 records are...
The Future of Dynamics 365 Attachments: Our Experts Weigh In
What can you do with all those attachments that end up in Dynamics? Our experts share their ideas. You can use Dynamics 365 for many things, and tracking communication with customers is one of them. Unfortunately, this will most likely lead to plenty of Dynamics 365 attachments taking up a substantial amount of...