Category: Microsoft Dynamics 365 News and Tips

Managing storage in Dynamics 365 can be challenging, especially when email attachments and documents take up more than around 75% of your database space. These growing volumes of attachments can lead to inefficient storage management and slow down your local storage or CRM system. Whether it’s a business using Dynamics 365 CRM or a growing...

https://www.crmsoftwareblog.com/wp-content/uploads/CRM-as-a-Journey-Not-a-Destination-_-CRM-Strategy-1.mp4 CRM implementations are not a one-and-done task, they’re a continuous journey that transforms the way businesses operate. In this article, we’ll explore the purpose of CRM and why it’s essential to view it as an ongoing process rather than a destination. The Crawl-Walk-Run Philosophy: At the core of successful CRM implementation is the crawl-walk-run...

Building Blocks of Revenue There are generally three sources of revenue for IT and Services businesses. Services (Labor and expertise) Software (Digital Services) Hardware (Physical Goods/Infrastructure) Subscription-based services are commonplace for Microsoft Resellers in the Cloud Solutions Partner Program. Software, Azure, and even professional services can be sold on a subscription basis with a recurring...

    Unlocking the Power of the Microsoft Power Platform For small to mid-sized businesses (SMBs), staying competitive often means doing more with fewer resources. The Microsoft Power Platform provides a suite of tools that help businesses automate processes, analyze data, and create custom apps without extensive coding knowledge. Beringer Technology Group has guided many...

Did you know that organizations with high user adoption of Microsoft Dynamics 365 CRM can experience a 25% increase in revenue and a 21% increase in customer satisfaction? These statistics underscore a vital truth: user adoption is not just an afterthought; it’s a key driver of business success. Why User Adoption in CRM Matters User...

The Microsoft Dynamics community is gearing up for Community Summit North America 2024 in San Antonio, Texas, from October 13-17 at the Henry B. Gonzalez Convention Center. This event promises to bring together professionals, partners, and Microsoft experts, sparking innovation and sharing valuable insights. One of the most exciting parts of this summit is the...

    When working with Microsoft Dynamics 365, setting lookup values via the Web API can be a common task and trick task. Lookups are essentially references to other records, and setting them correctly ensures data integrity and proper relationships between entities. In this blog post, we’ll walk through the steps to set lookup values...

Use case: A user submits an application via the Power Pages website. We need the User’s electronic signature on the issued card. Our organisation uses DocuSign to digitally sign documents. Lucky us, Power Pages integrates with DocuSign out-of-the-box! Before you start, in the documentation, on the video and everywhere they tell you it’s only supported...

The awareness phase is a critical first step in the customer journey. During this stage, potential customers are actively researching brands and solutions that can meet their needs and address their pain points. To effectively capture their attention, it’s essential to track key metrics, understand the channels to focus on, and recognize the activities these...

A clear, organized view of customer data is vital for maintaining efficient CRM operations in the modern business landscape. While Dynamics 365 CRM offers a solid foundation for managing these relationships, it can sometimes fall short when visualizing complex data connections. That’s where Inogic’s Map My Relationships comes in, providing a dynamic and intuitive app...