Power BI is part of a suite of applications in the Microsoft Power Platform engineered for robust business capabilities in different areas. In the area of business intelligence, reporting, visualization, and dashboards, Power BI provides these analytics services. Microsoft Power BI is widely known for its user-interactive dashboards and highly dynamic content. This is a...
Tag: Power Apps
Slice and Dice Data From Multiple Systems With Microsoft Power BI
If you want to be able to slice and dice your data, try Power BI. That is the easiest way to sum it up in just one sentence. With a Power BI report, you can look at data by date range, territory, salesperson, and product. You can see it on a map. You can click...
Have You Heard About the New Dynamics 365 + SharePoint Document Management Suite?
If you have documents and attachments in Dynamics 365, you have probably realized Dynamics document management is not the best. Nonetheless, it is convenient to have the documents right there, where users need them. To get the best of both worlds, you used to have to pick multiple solutions. Fortunately, there is now an all-in-one...
Overcoming The Most Common Field Sales Challenges by Integrating Maps within Dynamics 365 CRM
“I would like to dedicate this hard-earned award to my family, my colleagues, my considerate clients, and the amazing features of Maplytics! Yes, winning the award for the Best Salesperson of the Year would not have been possible if Maplytics would not have made my on-field life easier by providing easy solutions to my everyday...
Bid goodbye to errors – Now Undo & Restore changes in Dynamics 365 CRM records with just a single click!
Let’s face it – there is always some kind of inaccuracies in Dynamics 365 CRM data due to human mistakes. It can be typos, spelling mistakes, entering data into the wrong fields, importing wrong data, and so on. Hard to believe? Then here are some interesting figures that reinforce this fact – 60 records are...
The Future of Dynamics 365 Attachments: Our Experts Weigh In
What can you do with all those attachments that end up in Dynamics? Our experts share their ideas. You can use Dynamics 365 for many things, and tracking communication with customers is one of them. Unfortunately, this will most likely lead to plenty of Dynamics 365 attachments taking up a substantial amount of...
Moving to the Microsoft cloud? ____ Do a Pre-upgrade CRM Health Check.
Moving to the Microsoft cloud? Do a Pre-upgrade CRM Health Check. The CRM Cloud Upgrade team is here to help. We recommend a Pre-update CRM Health Check as a paid or “fee-waived” engagement for existing and new clients. Also, if we are online, you can reach us via online chat with a live person. www.CRMCloudUpgrade.com/health-check/...
The Best Replacement for Scribe Insight for Microsoft Dynamics 365 Data Integration
Within the Microsoft Dynamics community, Scribe has been a popular tool for data integration projects for many years. Especially for connecting the Microsoft Dynamics ERP products with Microsoft Dynamics CRM. The big news is that Tibo Scribe Insight is deprecating, or discontinuing support, for their on-premises solution. And the brutal truth is that their new...
Extending and Improving the Sales Process with Dynamics 365
See how JourneyTEAM developers increased the efficiency and visibility of a truck rental company’s sales process using Dynamics 365 robust tools and integration capabilities One JourneyTEAM client, a truck rental company, has been supplying 4X4 commercial rental trucks since 1978. The company offers nationwide pickup and delivery, allowing companies from across industries to complete...
It’s time to ditch your Dynamics CRM VPN
It’s time to ditch your Dynamics CRM VPN. Time for some spring clean-up. For most Microsoft Dynamics CRM users who are using an in-house server-based CRM, your IT team has had to set up extra steps to provide secure remote access to your CRM users. This added access is often in the form of a...