Category: Microsoft Dynamics 365 News and Tips

Armanino LLP is a Top 20 CPA and Consulting firm in the nation, one of the “Best of the Best” accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business. As a long-time client on Dynamics 365, they encountered...

Every time a file changes hands within a technology company, there’s a risk that it could have been tampered with. Alarmingly, Verizon’s 2024 Data Breach Investigations Report indicates that 68% of data breaches involve a human element. This raises a critical question: How can tech companies ensure that the files they receive are both untampered...

https://www.crmsoftwareblog.com/wp-content/uploads/How-Most-CRM-Projects-Fail-Yours-Wont-1.mp4 Secure Your Spot Now   Click here to learn about our 5-week implementation program! Struggling to keep up in today’s fast business world? Implementing CRM can be a major game changer. However, the reality is that 40 to 70 percent of projects fail, causing significant time and financial losses. This highlights the need for...

In today’s digital age, nonprofit organizations are increasingly turning to technology to enhance their operations, streamline their processes, and maximize their impact. For startup nonprofits, the right Customer Relationship Management (CRM) system can be a game-changer. Microsoft Dynamics CRM services offer a robust solution tailored to meet the unique needs of these organizations. In this...

The Microsoft 2024 Wave 1 Release for Dynamics 365 Customer Insights-Journeys is currently in progress with tons of new features already available for use. To help you better understand how these capabilities work, we’ve put together a webinar highlighting the new features we think would be the most beneficial to your organization’s marketing initiatives. Check...

Microsoft’s 2024 Wave 1 Release is currently in progress with dozens of new updates and features already available for use. To help you take advantage of these new features, we’ve gone through all the newly released Dynamics 365 Customer Service capabilities and put together a brief webinar focusing on the ones we think would be...

    Microsoft Power Pages, part of the Power Platform, allows organizations to develop public-facing websites utilizing the Dataverse as its database. While Microsoft Power Pages has come a long way since its inception as Adxstudio, certain features are not yet built into the Power Pages design studio. One of these features is full control...

The previous article is here: https://msolenacrm.blog/2024/08/06/power-pages-migrate-standard-data-model-sites-to-enhanced-data-model-part-1/ Let’s complete the upgrade! We are up to Step 4 now: https://learn.microsoft.com/en-us/power-pages/admin/migrate-enhanced-data-model#step-4-update-site-data-model-version-after-successful-data-migration Use the following command update site data model version: pac powerpages migrate-datamodel --webSiteId [WebSiteId-GUID] --updateDatamodelVersion --portalId [Portal-GUID] You are lucky if it works. It didn’t work for us, unfortunately. We received an error and from the log file,...

Over the past couple months Microsoft has been slowly releasing the latest features for Dynamics 365 Sales as part of the 2024 Wave 1 Release. With an emphasis on increasing productivity workflows and better understanding customer needs, these new capabilities are sure to help sellers better connect with prospects and accelerate deals at every stage...

Dynamics 365 Omnichannel for Customer Service provides a robust suite of tools designed to enhance customer experiences across various communication channels such as chat, SMS, email, and phone calls. By integrating these channels into a single platform, Omnichannel allows customer service agents to access all necessary information and maintain context, ensuring seamless and effective interactions....