Microsoft Dynamics 365 has been one of the instrumental tools for businesses to streamline processes, simplify operations, improve efficiency and productivity, and help create strong customer relationships. In addition to that, a suite of CRM and ERP tools also help businesses to automate repetitive tasks, facilitate advanced data analytics, and ensure a high-level of accuracy and transparency within the organizational structure.   Microsoft Dynamics 365 is a top ERP solution with a market share of 26.61%. With a comprehensive suite of solutions that help manage various business func ..read more

When it comes to integrating data, especially in complex systems like Dynamics 365, a common task is to search through records using text values instead of direct identifiers like a GUID. Imagine you have a list of names and you need to find their corresponding records in a database. This process, known as a lookup, sounds simple but can get tricky and slow, particularly when the database is large or the search criteria are complex. Typically, solutions to perform lookups in databases involve direct queries or using built-in functions that search based on text fields. While these methods work ..read more

Outsourcing development is a strategic decision for any organization, from small startups to established enterprises. It's understandable to feel hesitant about deviating from conventional in-house practices—it's a natural part of embracing change. Consider this: research indicates that over 70% of businesses notice cost reductions from outsourcing, bypassing the substantial expenses associated with full-time in-house developers. As we look towards 2024, outsourcing your Dynamics 365 projects could be a financially smart move. But the benefits extend beyond economics. Collaborating with an out ..read more

    Are you tired of juggling multiple business management systems that don't communicate with each other, causing unnecessary delays and errors? Then it's time to consider moving to Business Central, the all-in-one enterprise resource planning (ERP) software developed by Microsoft. With Business Central, you can manage your financials, operations, sales, and customer service all in one system, providing a comprehensive solution that helps streamline your processes and improve your productivity. Business Central offers a variety of features, including financial management, supply cha ..read more

Are you ready for an exciting update in Dynamics 365? The Wave 1 2024 release brings forth a highly anticipated feature: consent management directly within Customer Insights. This enhancement promises to streamline your workflow and provide greater control over communication preferences, ensuring compliance with data privacy regulations. Dynamics 365 Customer Insights – Journeys merges customer experience, generative AI, and marketing automation, enabling businesses to personalize end-to-end journeys and strengthen customer relationships. Managing Consent: A Game-Changing Feature ..read more

In the initial release wave of April 2024, Microsoft Teams is rolling out thrilling AI-driven functionalities aimed at boosting productivity and collaboration. Let’s explore these enhancements in depth: Integration of Copilot for Sales with Copilot in Teams Embedded within Copilot on Microsoft Teams, this feature offers substantial business benefits by enhancing meeting collaboration. This blog post will delve deeper into these enhancements. To use this capability, Copilot for Sales must be enabled in your environment, and you must have a Microsoft 365 license. This feature is scheduled f ..read more

In the spirit of sharing, we're thrilled to announce a brand-new webinar! This session will delve into the nitty-gritty of the thoughtful and in-demand additions to Maplytics. We'll showcase the fun and exciting features designed to transform the way you work and unlock hidden potential within your data. Get ready to be amazed! Join us for an interactive session that will leave you eager to explore the all-new capabilities of Maplytics and how Maps & Dynamics 365 Integration boost your sales efforts. Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM Sounds ..read more

Ever feel like you're flying blind when it comes to user experience within your Dynamics 365 environment? Traditional reports tell part of the story, but what if you could actually see how users interact with the platform? That's why we love Microsoft Clarity. With heatmaps, session recordings, and more, Clarity reveals exactly how users navigate Dynamics. Normally, you cannot activate Microsoft Clarity on Dynamics. However, we've got a smooth and easy workaround for you. Our Microsoft Clarity experts put together a free getting started guide to help you easily activate Microsoft Clarity on Dy ..read more

See how easy it is to manage Project Tasks from within a Project Form using Inogic's Kanban Board solution. https://www.crmsoftwareblog.com/wp-content/uploads/Managing-Project-Tasks.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I'm going to show you one of the ways we use the Kanban Board from our friends at Inogic. As you might imagine at P2 Automation, we do a lot of projects, and those projects have tasks. Here's a view of our task list. And as you can see each task has a name, an automatic number that gets assigned, the date it was requested, the current status ..read more

Exciting AI Innovations coming to Dynamics 365 SalesDiscover the latest in sales innovation! In this blog, we’ll unveil the newest advancements in Copilot and AI within Dynamics 365 Sales. From enhancing sales productivity to refining customer engagement and streamlining sales execution, these features are poised to revolutionize the sales landscape. Join us as we delve into how these innovations empower sellers and sales managers to elevate their strategies and gain unparalleled insights into their sales processes. Copilot and AI innovation 1. Elevate your sales pitch using Copilot email as ..read more