Tag: Tips

Over the last several years, Microsoft has cemented itself as a best-in-class provider of CRM and ERP solutions with its Dynamics 365 platform, which contains a wealth of tools for sales, marketing, operations, finance, service, and more. Dynamics 365’s many advantages include seamless integration with Office and other Microsoft products, the ability to code custom...

Efficient data management is a critical factor in a company’s success. However, duplicate records can disrupt operations, leading to wasted time, miscommunication, and missed opportunities. It’s estimated that 20%-30% of a database often consists of duplicates, resulting in multiple entries for the same contact or account. This can cause confusion and deliver inconsistent messages to...

Situation I decided to write this blog post after encountering multiple situations where there was a need to extract, transform and load multiple files from a folder as a Source into Dynamics 365 using Azure Data Factory. In one particular case, our client had multiple flat files that were dropped into a blob storage daily...

The air isn’t just filled with the warmth of roasted chestnuts or the crunch of dried leaves—there’s also excitement around ChatGPT Search. While direct access is currently limited to a select few, its extension for Google Chrome is freely accessible. Curious to explore its capabilities, I installed the extension and engaged in a conversation with...

  What are Low-code plugins? Low-code plugins in the Power Platform, specifically within Microsoft Dataverse, are designed to streamline app development by allowing your Admins to create server-side business logic that run in real-time, with minimal or no coding. Some key points about them: Ease of use: These plugins are created using the Power Fx expression...

https://www.crmsoftwareblog.com/wp-content/uploads/A-Better-Way-to-Win-an-Opportunity.mp4 At the heart of every successful business is a CRM system that works for them, not the other way around. For businesses that rely on Dynamics 365, one of the most powerful ways to enhance your CRM experience is through customization. One of the standout features of our Managed Service Plans (MSP) is the...

Rachel Lowenstein here with part of my Microsoft Power Apps Portal Pages How To Series. This blog looks at how to filter entity list data based on logged-in user. You need to regulate the information that is shared to certain Microsoft Power Apps portal users. Luckily, there is quick and easy setting you can use...

Today’s market is customer-centric, and the business environment is constantly evolving. The ability to create quick and precise quotes can prove to be a game-changer for your sales teams. Any kind of delays or errors in quote creation can result in lost opportunities. This can heavily affect the bottom line of your enterprise. Enter DynaTech’s...

Outbound Marketing is being removed from Dynamics 365 Customer Insights – Journeys Microsoft announced that the Outbound marketing module will be removed from Dynamics 365 Customer Insights – Journeys on June 30, 2025. This means that the Real-time journeys module will be the only workplace for app users, and it has been the default area...

With the holiday season just around the corner, it’s the ideal time to declutter—not just your home, but your CRM too! Duplicate data can create communication challenges and cost businesses an average of $12.9 million annually. Did you know that 20–30% of most databases contain duplicates? Streamlining your data is essential, and DeDupeD by Inogic...