Category: Microsoft Dynamics 365 News and Tips

Is Your Insurance Agency Held Back by the Wrong CRM System? We can all agree that the advantages of using customer relationship management (CRM) software are numerous and well-recognized. However, what’s not often discussed is how choosing the wrong system can become a source of frustration for many health insurance agencies and benefits brokers. Many...

You have spent many hours building a complex engine via Power Automate but you need to transfer the entire packaged flow to another environment. Have no fear, we will help you walk through this process below. Exporting your Power Automate Flow From the Flows Homepage, you can access the export button in one of two...

Author: Mike Hauck Revenue Operations (RevOps) is one of the fastest-growing disciplines in the world of go-to-market strategies. Yet, for many, the concept still feels nebulous. So, what exactly is RevOps, and how does Winning by Design’s frameworks help organizations operationalize it to drive sustainable growth? Let’s dive in.   What Is Revenue Operations (RevOps)?...

I’m sure you’ve missed an important update before because it got lost in a sea of emails. In fact, research shows that over 70% of professionals rely on email alerts to stay informed about key updates in their work environment. This raises a critical question: How can we make sure those alerts are timely and...

Commission tracking designed for health insurance brokers provides insurance agencies with the tools necessary to streamline commission calculations, saving hours spent on processing commission statements and reconciling incoming carrier payments and outgoing producer payments. CRM for Health Insurance Brokers (BenefitsBridge) by ForgeXRM, built on Microsoft Dynamics 365 and the Power Platform, includes a powerful and...

Discover how Copilot in Dynamics 365 Field Service transforms field operations with automated work order summaries. Part I highlights the benefits of customizable templates and integrated data points, making documentation faster and more accurate. In Part II, see how the Field Service mobile app uses Copilot to generate quick task summaries, improving communication and efficiency....

Need to add metadata to the Microsoft Dynamics 365 Document Associated Grid connected to the SharePoint Document Library? We ran across this use case when a client needed to add a column that shows how many files are within each folder on SharePoint. To add additional fields to the Document Associated Grid within Microsoft Dynamics...

Today’s competitive business landscape demands the use of advanced tools and technologies to enhance all operations, especially the tasks of the sales team. Inefficient quoting processes can negatively impact the sales teams. For instance, your sales professional is about to close an important deal, but the quote generation process with over flooding with issues like...

I got the below error message while testing a scenario in Power Automate. The ‘inputs.parameters’ of workflow operation ‘Create_Credit_Memo’ of type ‘OpenApiConnection’ is not valid. Error details: The API operation ‘CreateRecord’ requires the property ‘item/arun_name’ to be a string of maximum length ‘100’ but is of length ‘104’. By looking at the error, we can...

At ForgeXRM, we help businesses unlock the full potential of Microsoft Dynamics 365 and Power Apps by designing tailored Workflows and Actions that drive efficiency and deliver results. Over the years, we have worked with diverse industries to streamline their operations, and we are excited to share insights on how custom Workflows and Actions can...