Category: Microsoft Dynamics 365 News and Tips

If you use Dynamics 365 CRM with SharePoint, you’ve probably run into questions about managing documents and keeping security settings in sync. Many CRM users ask things like: How do I make sure only the right people can access documents? What happens if user roles change? Can I control SharePoint permissions from CRM? These are...

Implementing Dynamics 365 Sales is a smart investment, but its success hinges on how well it reflects your unique business needs, goals, and processes. A solid understanding of your organization sets the foundation for meaningful change—and ultimately, long-term success. Why Understanding Your Business Matters Strategic Alignment When your Dynamics 365 Sales deployment aligns with your...

CRM isn’t just for tracking customers anymore — it’s for running your business. In the latest episode of our YouTube series Not Your Grandfather’s CRM, we demonstrate how Microsoft Power Platform helped one of our clients streamline their product sample fulfillment process. The old way involved emails, manual inventory checks, and unnecessary accounting steps. We...

Customer expectations are evolving and contact centers are under increasing pressure to deliver faster, more personalized support across every channel. Microsoft’s Dynamics 365 Contact Center rises to meet that challenge. It embeds generative AI across the entire support workflow and helps organizations reduce costs, improve response times, and accommodate the needs of customers and agents....

CRM Developers Blog by Purely CRM: Understanding Solution Versioning in Dynamics 365: Managing Patches and Build Cycles Solution versioning in Microsoft Dynamics 365 CRM plays a critical role in maintaining clarity, traceability, and control across development, deployment, and support lifecycles. For IT departments and CRM consultants, version numbers are not just identifiers—they are essential for...

Today we discuss how the marketing team at enCloud9 identified a problem caused by data silos, planned a solution that could resolve the difficulty, and worked with the development team at enCloud9 to build out that solution. We created a custom Dynamics 365 Content Management Solution, and it has had amazing impact on the team’s...

This is a quite common requirement from the business to send automated emails on some Dataverse record create/ update / delete using Microsoft No Code/ Low Code platform. In this article, will explain about the below requirement step by step using Power Automate. Requirement: Send an Email to Customer (Contact) when the contact record is...

Duplicate records in your Dynamics 365 CRM can quietly drain your team’s productivity. Sales chases the same lead twice, marketing blasts duplicate emails, and customer service juggles multiple tickets for the same issue, all because of messy, duplicate data. Join our upcoming webinar to discover how DeDupeD helps you eliminate duplicates automatically, merge records with...

Introduction Enterprise CFOs are under increasing pressure to enable operational agility and customer-driven growth. Yet outdated CRM systems remain a major barrier. Data is a core asset for any enterprise stakeholder, and the CRM is its control center. But when that system is outdated, fragmented, or burdened with irrelevant data, it doesn’t support the business—it...

What to do when you have a failed CRM There are many signs that you have a failed CRM. Whether it happens at Go-Live or gradually over months or years, there may come a time when you realize your Dynamics CRM no longer works the way it should. What once delivered critical insights into sales,...