Tag: Microsoft Dynamics

Recently I had a customer that had a runaway data increase of their Activity Pointer Base table. It would grow about 4-5GB each weekend. We looked for the usual suspects such as inline images, amount of email being sent on the weekend, and nothing really seemed to stick out. I started doing email counts and...

“Be attentive coz one cannot predict the changing course of a tide”- Anonymous Have you ever tried watching a pot of milk being boiled over a stove? You stare at it with all your might and just when you blink for half a second, it overflows and spills all over the counter. Yes, that frustration,...

Is a CPQ Solution for Dynamics 365 Sales a good investment for 2023? With Sales Kickoff 2023 just around the corner, many companies are making plans for a great team-building event. During this time, organizations will share their business strategy for the coming year hoping to motivate their sales team to work together to achieve...

Author JC Quintana I know where your mind went when you read the acronym “CRM”! Your noggin retrieved the name of the software, tool, or technology you use to manage sales leads and opportunities. Maybe also marketing and support activities. My noggin goes there also, but begrudgingly. I am a relationship guy, so it is tough...

  Technology has simplified data processing in every possible way. Location data is one of the most important ways to improve sales performance. Sales teams can make the best use of it while designing and executing marketing strategies. Businesses use CRMs to store and manage all the data. The challenge here is the visualization of...

SSIS Lookups in Microsoft Dynamics 365 Sales Quite often in a Dynamics 365 CDS/CRM/CE/Dataverse integration project, the need arises to perform a lookup against those records because you do not have the GUID value (the primary key), but rather only some text values with which to search. There are several different ways to approach this...

Microsoft Power Automate provides rich and powerful tools, connectors, and logic to automate many common business processes within Dynamics 365 and the Dataverse as a whole.  With flow functionality slowly replacing legacy Dynamics 365 workflows, Power Platform administrators and customizers now more than ever have the ability to build automations up and across to other...

The online education industry has seen tremendous growth in the last three years because of the global pandemic. This has gone hand in hand with sophisticated advancements in live streaming, virtual reality, augmented reality, etc. While there is a big difference in the overall approach and mode of delivery, traditional schools can also benefit from...

For a rapidly growing business, sales territories outgrow boundaries all the time. If your current boundaries are not growing, it is time to re-evaluate the whole structure and improve strategies to serve your customers best.  That is when the Dynamics 365 map plugins step in. This tool helps you visualize the CRM data on a...

Holiday seasons are a challenging time for organizations to maintain their productivity levels. Even with dedicated and skilled staff, it can be difficult during busy times of the year such as the December holiday season. With competing personal and professional priorities, all the extra year-end obligations—from audits to financial reporting to celebrations—often leave employees stressed...