Tag: Power Apps

  Managing a sales pipeline is about guiding prospective customers smoothly from initial interest to a final sale, using coordinated efforts across the entire sales team. This coordination helps sales teams work more effectively, making sure no potential deal is lost. Every member of the team has a role to play, from the initial contact...

Have you ever felt overwhelmed by the sheer volume of data in your CRM, unsure of how to translate it into actionable insights? In the fast-evolving sales environment, navigating complex customer relationships can feel like searching for a needle in a haystack. What if you could visualize your data in a way that makes connections...

Recently we set up Dynamics 365 App for Outlook for a customer. https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook Dynamics 365 App for Outlook works with customer engagement apps (such as Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Marketing, Dynamics 365 Field Service, Dynamics 365 Project Service Automation, and Dynamics 365 Customer Engagement (on-premises), version 9), and model-driven Power Apps that run on Microsoft Dataverse. With...

Tracking emails is essential for maintaining a comprehensive record of customer interactions across the organization. In the Microsoft ecosystem, this refers to automatically creating email activities in Dynamics 365 Customer Engagement when email messages are received in Outlook. In this article, we present how this works both for the Dynamics 365 admin and for the...

One of the things that we often do as best practice when creating a custom model-driven app for a new Dynamics 365 customer is to “clone” one of the out-of-box Microsoft forms on the primary tables we’re using in the app. Much like when we do the same thing for security roles, this approach provides...

In my previous article, I shared various observations and considerations regarding Microsoft’s CSP Template for Self-Service. I’ll explore further aspects of evaluating and implementing this template in this article. Most companies are reacting to meet customer needs or fulfill the audit requirements from the Microsoft Direct CSP program. If you are in that small group...

  Migrating from Microsoft Dynamics GP, AX, or NAV to a modern system like Dynamics 365 can be complex. And for those companies who aren’t ready to make the move, they may still need to integrate with other platforms in use within their company. Such organizations face numerous challenges, from data quality issues to the...

In our deep dive into the consideration phase, we uncover how prospects actively research and evaluate your offerings, laying the foundation for future engagement and conversion. Mastering this phase is critical for businesses leveraging Microsoft Dynamics, requiring a nuanced understanding of key metrics, strategic channels, and impactful activities to effectively nurture potential customers. Here’s an...

https://www.crmsoftwareblog.com/wp-content/uploads/Custom-Lead-Qualification-Process-2.mp4 When it comes to managing customer relationships and qualifying leads, every business faces its own unique set of challenges. For some, these challenges are amplified when multiple systems — such as an Enterprise Resource Planning (ERP) system and a Customer Relationship Management (CRM) system — are involved. In this article, we’ll explore how we...

Ensure your CRM adoption goes smoothly! Implementing a CRM solution is a big undertaking. If you don’t have a solid plan, your implementation could be delayed, slowed, or worse, could fail. – azamba strategy article here for 40-70% stat & add this button after the video Need Support for Your CRM? Click Here! To smooth...