Category: Microsoft Dynamics 365 News and Tips

Have you ever considered that your business data has a location aspect that can help you plan better strategies and boost productivity? In today’s competitive business landscape, leveraging locational intelligence has become crucial for gaining insights and making informed decisions. A powerful geo-analytical tool can integrate seamlessly with your CRM system to provide advanced mapping,...

Here’s a guide with a handy list of essential Microsoft 365 portals. These are all meant for end users and include the corresponding links to save time (and frustration!). The last update of the list was on Jul 18, 2024. Microsoft 365 Portal Name Link / URL App Passwords https://account.activedirectory.windowsazure.com/AppPasswords.aspx AppSource https://store.office.com/redirect.aspx Azure Information Protection...

Small nonprofits often face unique challenges in managing their operations and engaging with their donors, volunteers, and beneficiaries. Implementing a Customer Relationship Management (CRM) system can significantly enhance these organizations’ efficiency and effectiveness. But how can small nonprofits measure the success of their CRM implementation? Key Metrics for Nonprofit CRM for Small Organizations   Donor...

Discover how the revenue architecture Bow Tie model enhances customer retention and drives sustainable growth.   Author: congruentX If you’re pouring more and more into your sales funnel and not seeing the growth results you hoped for, it might be time to expand your funnel into a bow tie.   Historically, to grow revenue, businesses have taken...

  As businesses increasingly rely on Dynamics 365 Customer Engagement (CE) and Power Platform to manage their customer base and daily operations, managing data storage becomes crucial. With the constant influx of data, companies can face additional storage costs or even exceed their storage limits. However, managing storage isn’t as simple as deleting old data....

In 2022, we published a series highlighting some of the forgotten or underutilized features in Dynamics 365. One of those features was duplicate detection. This blog post has now been rewritten and updated with the latest information. Duplicate records in Dynamics 365 can be a significant annoyance. They lead to wasted time with redundant phone...

In modern business operations, Customer Relationship Management (CRM) is more than just accumulating data of prospects and clients; it involves the strategic storage of this information, attachments, and documents. Every decision and every interaction with customers hold valuable insights that can shape future strategies and enhance organizational efficiency. However, the critical question remains: Can our...

    Microsoft Dynamics 365 has three primary column (field) types with numerous available data types to choose from. The three primary column types are simple, calculated, and rollup. The data types number over a dozen, with some having different options as to how the data is displayed. Recently, Microsoft began notifying app builders and customizers whenever a...

Customer service has become a critical battlefield for companies aiming to excel in today’s competitive environment. It’s not merely about transactions anymore—it’s about making a lasting impression. In a time where quick fixes are expected, frontline technicians are key in providing swift and accurate solutions. One such effective tool that can greatly assist in tackling...

We quite often use the alert to display a dialog, which contains a message and a button. In this article, will explain about the syntax and with an example. Syntax: Xrm.Navigation.openAlertDialog(alertStrings,alertOptions).then(successCallback,errorCallback); Parameters: Name Type Required Description alertStrings Object Yes The strings to be used in the alert dialog. The object contains the following values:– confirmButtonLabel: (Optional)...