Category: Microsoft Dynamics 365 News and Tips

In today’s fast-paced business world, web forms are essential tools for generating leads and staying connected with customers. As many Dynamics 365 users have discovered, web forms can also attract unwanted attention from spambots, flooding a company’s CRM with fake leads. This overload not only clogs the system, but also wastes a sales team’s valuable...

Dynamics 365 CRM and SharePoint currently operate with a structured system that lacks the flexibility to meet the growing demands of businesses. To enhance adaptability, SharePoint has introduced metadata functionality, making the system more dynamic and responsive to changing business needs. Metadata Scenarios: From Structured Systems to User-Generated Tags Metadata in simple words stands for...

    Leveraging AI Prompts for Proactive Reporting Reports can be incredibly engaging, especially when utilizing Microsoft Power BI. This powerful tool enables you to integrate multiple datasets from various sources and centralize them in your Azure Data Lake. From there, you can extract segments to create a semantic model and craft stunning visuals that...

https://www.crmsoftwareblog.com/wp-content/uploads/What-am-I-doing-today.mp4 In today’s fast-paced business environment, staying organized and keeping track of tasks is essential, especially for businesses managing multiple projects or clients simultaneously. One of our clients, an event management business, uses our CRMPlus365 app to streamline their operations. Today, we’re excited to share a simple productivity hack that has made a big impact...

Twice a year, Microsoft updates its Dynamics 365 solutions to ensure the software remains cutting-edge and user-focused. In their latest release, Microsoft introduced several new features designed to improve the marketing experience within their CRM platform. This blog highlights three key updates in Microsoft Marketing that can help your business enhance client interactions and optimize...

Rachel Lowenstein here with part of my Microsoft Power Apps Portal Pages How To Series. This series looks at bringing images into the Power Apps Portal Pages from Dynamic 365 CE via Liquid and HTML. You want to bring in an image column into the Portal Page of a Power App. 1. Create an image...

The holiday season is just around the corner, but is your Dynamics 365 CRM causing unexpected challenges? Worried about disruptions affecting your year-end goals? Don’t stress—Inogic has the perfect solution to ease your concerns and get your CRM back on track! Introducing Season 3 of our Pre-Holiday Webinar Series! This magical series is designed to...

Bridging the Sales Team-Delivery Team Gap in Dynamics 365 CRM Development with Agile and DevOps Methodology.  In the dynamic world of Dynamics 365 development, one persistent challenge IT consulting firms face is the Sales-Delivery gap. This disconnect between what Sales Teams (Sales) promise and what Professional Services Teams (Delivery) execute can derail projects and strain...

Rachel Lowenstein here with part of my Microsoft Power Apps Portal Pages How To Series. This blog looks at how to conditionally show or hide content based on the current logged in users web role. Sometimes you need to be able to hide data from CRM based on the logged in user of the portal....

The #1 Question We Hear from Customers I’ve worked with hundreds of businesses over the last 20 years as they decide whether they should get CRM. A lot of people ask me, “Why should I get CRM?” The answer: it depends on your particular business, your sales needs, your marketing, and your customer service needs....