Tag: Tips

The Microsoft Dynamics 365 Business Central community is gearing up for the most anticipated partner-focused event of the year, Directions North America 2025. At the heart of this event are the trusted vendors who contribute to the growth and success of our community. Directions NA 2025 has 108 sponsors in total, and this year, there...

This stat won’t surprise you:  Sales teams are the most stressed people in an office, with 79% having suffered with work-related stress. – Source.   While motivation and a good environment help to make them feel better, they‘re often not enough. The right tool that meets their current and evolving needs works best for them. Microsoft...

    As we’ve stepped into 2025, Microsoft Power Platform continues to push the boundaries of innovation with its latest release wave. The 2024 Release Wave 2 introduces a suite of features designed to enhance governance and administration, ensuring that organizations can manage their data and resources more effectively. Here’s a look at some of...

Want to Learn More About CRM? Click Here!   CRM automation isn’t just for marketing CRM and marketing automation are natural partners. In fact, many people think of CRM and marketing automation as the same thing! But historically, they are separate. CRM has always been more sales focused, while marketing automation has always been—you guessed...

If you’ve ever found yourself frustrated with a sluggish CRM or drowning in endless attachments, notes, and emails, you’re not the only one. As of 2025, 94% of tech companies rely on CRM platforms, but with great data comes great (storage) responsibility. You might have tried deleting old attachments to free up space, only to...

Healthcare organizations face significant challenges, including rising operational costs, data security threats, and the need for improved patient engagement. Dynamics 365 for Healthcare addresses these issues by streamlining processes, enhancing data security, and fostering better patient relationships, thereby improving overall efficiency and care quality.​ Major Obstacles in the Healthcare Industry Office Efficiency Centralized Data Management:...

The world of geo-mapping is pushing boundaries and redefining location intelligence like never before. And guess what? Maplytics—the certified, 5-star geo-analytical mapping app for Microsoft Dynamics 365 CRM/Dataverse (Power Apps)—is keeping up with the momentum! Now, it’s not just available in the traditional CRM interface but also in the Canvas App. Yes, you heard that...

For years, our Purely CRM team relied on Balsamiq as our go-to tool for creating low-fidelity wireframes (mock-ups). It allowed us to quickly and effectively present screen designs to clients while implementing customized Dynamics 365 CRM and Power Platform solutions. However, we recently started promoting the use of Microsoft PowerPoint for wireframing and mock-up creation...

When businesses undergo acquisitions, their IT departments often face significant challenges, particularly in transitioning business applications to a new infrastructure. In many cases, they must complete the migration under tight deadlines to avoid ongoing expenses associated with the existing IT environment. Our case history highlights how one company enhanced Sales and Customer Service with Microsoft...

Manually entering addresses in Dynamics 365 Sales can be tedious and prone to errors. Address Suggestions and Bing Maps integration provide a faster, more accurate way to manage customer addresses, ensuring data consistency and reducing manual entry time. Enabling these features helps sales and service teams avoid incorrect addresses, saving time and improving overall CRM...