Investing in an integration tool is a strategic decision that can significantly improve your business’s efficiency, collaboration, and overall performance. QuickBooks Online takes care of accounting tasks, while Dynamics 365 CRM oversees customer relationship management. Operating these systems in isolation may result in data inconsistencies and hinder collaboration between accounting and sales teams. To address...
Category: Microsoft Dynamics 365 News and Tips
Microsoft Dynamics 365 News and Tips
Work Order Schedulling from Calendar 365: What it is, and How it Works
In service-based industries, work orders are the backbone of efficient operations, guiding professionals through their tasks for consistent service delivery. Let’s consider a scenario. Imagine you’re overseeing an HVAC servicing company, and a client needs a complete heating and cooling system overhaul before the winter season. In this case, a work order is necessary to...
Power Pages payments with Stripe (ft. CloudMinded)
Anatomy of the Stripe payments in Power Pages Click Here to Visit the Original Source Article
Microsoft Fabric Overview
A New Unified Data Analytics Platform from Microsoft was recently released called Microsoft Fabric. This cloud business solution is much more detailed and powerful than you think. Microsoft Fabric is designed to emphasize simplicity with one unified data solution, one architecture, in the era of modern business analytics. In this post, we are going to...
5 Ways to Effectively Improve Sales Team Adoption of Dynamics 365 CE/CRM
As the business landscape becomes more fast-paced and competitive, sales teams require advanced technology tools to maintain an advantage. Despite the numerous advantages of using CRM to improve sales performance, many organizations struggle with low user adoption and a lack of support for their sales teams. Join Dynamics MVP Rick McCutcheon and Aha Apps Solutions...
5 Ways to Boost Sales Performance with Dynamics 365 CE/CRM
In today’s fast-paced and highly competitive marketplace, sales professionals need the right technology tools to stay ahead of the game. But despite the many benefits of using CRM to improve sales performance, many organizations still suffer from low user adoption and a lack of buy-in from their sales teams. In this non-technical session presented...
Season 2: Holiday Hustle Hacked: Unleash Dynamics 365 CRM Apps for Peak Productivity!
As winter covers us and the festive spirit of Christmas fills the air with joy, we acknowledge the significance of streamlining and automating your business processes, particularly as you prepare for a well-deserved holiday break. We understand the reality of the pre-Christmas hustle. The holiday season influences every facet of our lives, including our work...
Webinar: Simplifying Contract Management for Microsoft Dynamics 365
How would it transform your sales team if you could make the contracts process simple, fast and collaborative? When we engage with organizations investigating contract management for sales-related contracts, a familiar narrative emerges. The challenge lies in the friction points within legal, contract management, and operations while endeavoring to support the sales team effectively. Our...
Unleash the power of Avengers-inspired integrated maps within Microsoft Dynamics 365 CRM
Lisa had visited Nina’s house on a Weekend. For the past few weeks, Nina had been Lisa’s teacher for Maplytics, the 5-star rated geo-mapping app of the Microsoft AppSource and Lisa was able to convince her management to buy Maplytics license for their organization with a foolproof documentation and presentation. “I owe this carefree weekend to you. Had it...
How to Enable the Preferred Solution (Preview feature) in Dataverse?
By default, all the changes that Makers made in an unmanaged solution, will be stored in the solution named Common Data Services Default Solution / Default Solution. In general, the best approach is to create a New Solution and Make the changes to an existing components or create some components after creating a solution with...
