Tag: Tips

Microsoft has released the below Practice Assessments for the Microsoft Certifications and more exams to come soon for Practice. Click on the links to start the practice Assessment before taking the actual exam to gain more confidence. SNo Practice Assessment 1 AI-900: Microsoft Azure AI Fundamentals 2 AZ-104: Microsoft Azure Administrator 3 AZ-204: Developing Solutions...

Achieving sustainable user adoption of Dynamics 365 CRM/CE is very possible and has been done by many organizations successfully. However, it does not happen automatically. Sustained effort and deliberate activities are required to attain that goal. On the other hand, the organizations that don’t focus on user adoption of Dynamics 365 CRM find themselves migrating...

This Site map is supported for both custom business apps and Dynamics 365 for Outlook. Steps to edit the default site map: 1. In the Dynamics 365 – custom app, go to Settings > Customizations. 2. Select Customize the System. 3. In the solution window, under Components, select Client Extensions. 4. Double-click to select the...

In today’s business world, providing a satisfying customer experience is essential for success. As customers’ needs change, companies need to adapt and improve their services to meet and surpass these expectations. Utilizing technology is a great way to achieve this goal, and Dynamics 365 Portal is a robust platform that can help businesses enhance the...

See how we quickly create our Managed Service Plan Agreement using DocumentsCorePack and CRMPlus365/Dynamics 365. https://www.crmsoftwareblog.com/wp-content/uploads/Simple-Lists-and-Conditions.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I want to show you how we set up our Master Service Plan Agreement that we offer to customers, so we can oversee their CRM systems, their Power...

Author:  congruentX Before you dismiss this as people gathered in a room putting sticky notes on the wall singing Kumbaya, consider this: Human-centered Design Thinking transformed Airbnb from a failing startup to a billion-dollar business. That is not a symbolic statement. It is a direct statement from Airbnb co-founder Joe Gebbia. They are not alone. A...

  Sending PowerPage invites in Dynamics 365 can be a time-consuming task, especially if you need to send a large number of invitations to different contacts. However, by using a workflow you can streamline this process. Workflows in Dynamics 365 allow you to automate business processes and tasks. In this blog, we’ll go over how...

  Sales professionals are always on the go, trying to close deals, follow up with leads, and maintain client relationships. Hence, it is extremely important for them to stay organised and manage sales tasks efficiently. These tasks are often complex and require attention to detail, this is why, so many sales teams are turning to...

The latest release of Microsoft Dynamics 365 Customer Service CRM Software delivers notable enhancements. Let’s take a look at the latest features of this powerful Customer Service Solution around Microsoft Teams Integration, Case Assignment and Case Routing, Email Management and Customer Service Management reports and dashboards. Microsoft Teams Integration: Improve user experience by enabling Microsoft Teams...

There are three levels of scope when setting up Business Rules in your Microsoft Dynamics 365/CRM system. The scope controls when the Business Rules will be triggered. 1. Specific Form: There will be one of these for each Main Form you have. This Business Rule will only run on the form selected and it is...