Tag: Tips

Managed metadata in SharePoint offers a perfect solution for creating standardized, hierarchical taxonomies, which you can then use to tag files. The thing is that managed metadata in SharePoint is more than tagging —it helps organizations classify, organize, and access their files in an optimal way. By streamlining navigation, enhancing discoverability, and enabling scalable taxonomies,...

I have created a Power Automate Flow on Create of Order Product and on creation of Order Product for an Order, it did not trigger the Flow and got the below error. Followed the below steps and resolved this issue. Step 1: Clicked on go to the trigger. Step 2: Saw the below Error and...

In this series of insightful blogs, we explore how to enhance your Dynamics 365 CRM experience with Microsoft Copilot, a powerful AI-driven tool designed to streamline content creation, improve decision-making, and enrich user interactions. From adding Copilot control to the Rich Text Editor to integrating rich media into Copilot Studio, these articles provide step-by-step guides...

At Purely CRM, our team of seasoned CRM consultants, specializing in tailored Dynamics 365 CRM solutions, is continually seeking ways to improve communication with both our skilled developers and valued customers. Today, we’re redefining project language: it’s time to move from saying “phases” to embracing the term “releases.”   Meet our Purely CRM team  and Our...

How to Become a CRM Success Story When you think of a CRM implementation, what comes to mind? Sadly, for so many of us, one of the first things that we think of is how often we hear about these deployment projects failing. Across multiple industry studies, it was found that an estimated 47-63% of...

Over 2 billion+ people worldwide use WhatsApp, and this number is steadily increasing. 73% of consumers report that they prefer to message businesses on WhatsApp over any other platform, making WhatsApp a vital communication tool for CRM strategies. This shift is changing the landscape of communication, especially in business operations like sales, customer service, and...

If you’re like most businesses, you rely on a variety of software applications to manage your daily operations. These tools cover diverse areas such as customer relationship management, financial tracking, supply chain operations, and marketing campaigns. While each application serves a specialized purpose, using them in isolation can create silos of information and inefficiencies. You...

In today’s blog, we’re turning our attention to another valuable feature: integrating charts into Power Apps forms. Whether you aim to track sales progress, enhance customer service, or manage projects efficiently, using charts can elevate your data analysis and decision-making processes. Advantages of Using Charts in Power Apps 1. Clearer Data Insights Charts convert raw...

Microsoft Dynamics on-premises life cycle is reaching its end, but you don’t have to leave behind all the integrations with other software you’ve built. The Microsoft Dynamics End of Life is Coming Microsoft Dynamics on-premises, the version of Dynamics installed on a company’s own servers, is on its way out. The Microsoft Dynamics end of...

Can someone turn on the lights? The challenges businesses face without good sales visibility in CRM. Navigating your business without organization-wide CRM visibility into your sales process, activities and pipeline can feel a lot like navigating through the darkness. Members of the team are left playing guessing games at every level and process of your...