Category: Microsoft Dynamics 365 News and Tips

Manually cleaning duplicate records in Dynamics 365 CRM is a never-ending struggle—time-consuming, error-prone, and frustrating. From misspelled names to inconsistent phone numbers, duplicate data sneaks in through multiple channels, making it nearly impossible to maintain a single, accurate customer view. The result? Conflicting information, unreliable reports, wasted productivity, and even embarrassing mistakes like sending multiple...

Microsoft has unveiled its 2025 Release Wave 1 plan for Dynamics 365 Sales, introducing a suite of innovative features designed to enhance sales processes and boost productivity. These updates, scheduled for rollout between April and September 2025, leverage artificial intelligence (AI) to empower sales teams with advanced tools and capabilities. AI-Powered Sales Qualification Agent One...

Many businesses rely on different enterprise systems to manage essential parts of their operations. Sometimes they choose separate vendors for their CRM and ERP to meet unique business requirements. In other cases, companies merge or acquire other organizations and end up with multiple technology platforms that need to work together. Whatever the reason, integrating these...

Managing customer accounts can often feel like solving a puzzle—figuring out how stakeholders are connected, which decision-makers to contact, and identifying key influencers. Without the proper tools, this process becomes time-consuming and overwhelming, as you toggle between screens and search through multiple records. In fact, 40% of professionals report wasting time managing disconnected data across...

When deploying solutions in the Microsoft Dynamics 365 Power Apps maker portal from non-production to production, it can often feel like you are navigating a complex maze of configurations, customizations, versions, and dependencies. In this blog, I will break down key steps to simplifying your D365 solution deployment journey, empowering you to manage deployments with...

https://www.crmsoftwareblog.com/wp-content/uploads/Entering-and-Assigning-Tasks-to-a-Case.mp4 Handling customer claims in the metals industry requires more than just tracking issues—it demands an organized approach to task management. In our latest video, we explore how our custom-built CRM Case module simplifies task assignment, ensuring every step in the claims process is handled efficiently and on time. Simplifying Task Assignment and Tracking Once...

At Technology Management Concepts (TMC), we have dedicated over three decades to helping businesses streamline processes, maximize productivity, and unlock growth potential through Microsoft cloud solutions. Our success is built on a foundation of trust, expertise, and an unwavering commitment to our clients and team—and that will never change. With our recent growth investment from...

In today’s fast-paced world, project management software solutions often come with numerous features designed to increase productivity. However, many of these project management tools add unnecessary complexity, making work harder instead of easier. Instead of project management tools with numerous features, we oftentimes just need the right tool that conforms to our most basic project...

Imagine there was an easier way to provide tailored customer experiences without the extra work? Fortunately, these are exactly the kind of capabilities and updates that Microsoft has been focusing on as part of the 2024 Wave 2 release for Dynamics 365 Customer Insights-Journeys. And to make things easier for you, we’ve put together a...

What if your AI investments could do more than save a few minutes a day—they could drive measurable revenue growth? At congruentX, we believe AI should be more than a productivity tool. It should be a revenue generator. That’s why we’ve built 40 Copilot use cases designed to create tangible value for businesses like yours....