Category: Microsoft Dynamics 365 News and Tips

Keeping your data accurate and up to date in Microsoft Dynamics 365 is essential for maintaining a streamlined workflow. Fortunately, Dynamics 365 allows users to update data quickly and efficiently using Excel Online. This feature enables users to make bulk updates in an Excel interface while ensuring data integrity within the system. Here’s how you...

Managing sensitive documents is a critical priority for many organizations, especially nonprofits that handle private donor, operational, and client data. This is particularly true for the Waalitj Foundation, an Australian nonprofit dedicated to strengthening First Nations communities. The Waalitj Foundation had an existing Microsoft Dynamics 365 / SharePoint integration and needed a streamlined solution for...

Let’s Talk About Your Business Challenges Hey there! If you’ve landed here, I’m guessing you’re looking for a way to untangle the chaos of scattered data, disconnected systems, and time-consuming processes in your business. Whether you’re in a product-based industry, healthcare, education, banking, or a non-profit, I get it – managing customer relationships effectively while...

https://www.crmsoftwareblog.com/wp-content/uploads/Starting-a-Claim-Request.mp4 Managing customer claims efficiently is essential to providing excellent service in the metals industry. In the latest installment of our video miniseries, we explore how our custom-built CRM Case module optimizes the claim request process, ensuring every case is handled with accuracy and efficiency. A Streamlined Business Process Flow Our system follows a structured...

When organizations use both Dynamics 365 and SharePoint, integrating these platforms can significantly boost productivity and streamline processes. However, one common challenge arises: maintaining consistent security settings across both systems. Managing permissions manually can be time-consuming, error-prone, and create vulnerabilities. This leads many to ask: Is there a way to seamlessly mirror security settings from Dynamics...

We are thrilled to announce that Sträva Technology Group has been named ClickDimensions Global Partner of the Year! This prestigious award was given as part of ClickDimensions’ annual Partner Awards, recognizing Sträva’s outstanding efforts in expanding ClickDimensions’ global presence. In 2024, Sträva brought in the highest number of new logos, tying for the top spot...

Microsoft gave us the first look at the Wave 1 Release for 2025 last week and as expected it has a lot to do with Copilot. New features point the way towards realizing a lot of Microsoft’s automation vision for the Dynamics platform utilizing Copilot. Microsoft Dynamics 365 Sales At New Dynamic, this is one...

Anna, a marketing coordinator at a mid-sized company, had a lot on her plate—managing customer information, campaign updates, and communication between departments every day. Like many businesses, her company used Dynamics 365 CRM to handle customer interactions. But there was one constant issue: sharing detailed reports with the sales team. Here’s the catch—Dynamics 365 CRM...

An AI Generated Summary Podcast (5min) of our Purely CRM Newsletter on AI for Dynamics 365 USA and Canada. Listen to the 5:28s podcast on YouTube.  Well worth listening, and well worth sharing. Learn more about our Purely CRM team and Microsoft Copilot AI https://www.purelycrm.com/copilot/  Also see Microsoft Dynamics 365, Power Platform, and Microsoft Copilot...

In today’s dynamic, mobile-first world, businesses are increasingly leveraging location intelligence to optimize operations, improve efficiency, and elevate customer experiences. One of the standout features of Maplytics is its Geofencing feature—a transformative solution for organizations with field operations. By seamlessly integrating with Dynamics 365 maps integration, Power Apps, and Dataverse, Geofencing empowers businesses to manage...