Tag: Tips

Some time ago I wrote the post: https://wordpress.com/post/msolenacrm.blog/4767 In the post, I was talking about the standard Microsoft connector not meeting my client’s security requirements. Pretty much, I was blocked and searching for a solution. The only “security appropriate” solution was a custom connector but I didn’t know where to start. I asked my partner...

If you are in the hotel management business, you have faced the complications of managing reservations.  The process can be time-consuming, prone to errors, and challenging to organize effectively. It is crucial to have a system in place that streamlines your operations, prevents overbooking, and provides a clear overview of your bookings. An online appointment...

“Quick thinking, Sarah! You saved the day. We’d come so far, the shooting team was all set, the décor was ready, and it all could have gone to waste. Thanks a bunch!” exclaimed Jenny, the popular food influencer, during her call with her manager, Sarah. Sarah’s new assistant, Sharon, had booked a shoot for Jenny...

Microsoft’s Copilot is a game-changing platform that emphasizes collaboration like never before. As the name suggests, Copilot is designed to take your business to new heights with its unique collaborative capabilities. With Copilot, you can easily work together with various Microsoft ecosystems such as Dynamic 365, Power Platform and Microsoft Suite. Plus, with Microsoft’s emphasis...

Managing documents is an essential aspect of every business, yet it can be an overwhelming endeavor. The market offers a plethora of solutions, making it challenging to pinpoint the one that suits your needs. The emergence of low-code no-code solutions has led to the consideration of Power Automate for document-related requirements. While Power Automate is...

Keep your email opt-outs up to date in Dynamics 365 using our exclusive Dataversifier App. https://www.crmsoftwareblog.com/wp-content/uploads/Email-Opt-Outs.mp4 Transcript In this video, I want to show you how you can keep your email opt-out list clean in your CRM system. What is an opt-out list? Chances are if you’re using a CRM system for your business, you’re...

Today, when I was Testing a feature in the Test Environment, found the below strange error in the Test environment and in the Dev environment there is no such issue in the code. ReferenceError: Web resource method does not exist: XYZ.Case.OnLoad. However the closest object we found is XYZ.Case that contains these properties: GetEnvironmentVariableValue,SwitchBPF,OnPostSave. Please...

The Human Touch in Digital Transformation In sales, success is fundamentally about people – building relationships and fostering trust. However, the landscape of B2B sales is evolving rapidly, and digital transformation is reshaping how business is conducted. For Operations leaders aiming to meet growth and performance objectives, it’s time to explore the role of sales...

The holiday season is a critical time for ecommerce businesses. With November going on and December right around the corner, it’s essential to plan for this busy period well in advance. While most ecommerce stores focus on managing their inventory and marketing efforts, there’s another equally important aspect – partner management. In this blog post,...

  Sales areas keep growing when a company is expanding fast. If your current sales limits aren’t getting bigger, it’s a good idea to review how things are set up and find ways to serve your customers better. That’s where the Dynamics 365 map plugin can help. This tool helps you accurately map and study...