Insights and How-to's From Our Dynamics 365 Experts
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Migrating Legacy Data to a New CRM
Every organization migrating to a new CRM needs to make decisions around data migration. The central question is, how much legacy data should get moved
Dynamics 365 to SharePoint Integration for Sales Users
You are a Dynamics 365 online sales user. You want to quickly and easily store and access files related to sales opportunities, accounts, quotes, contacts,
Software and the Sunk Cost Trap
The sunk cost trap is the tendency to cling to past investments that don’t make sense anymore. This phenomenon often occurs when businesses need to
Redux: Formatting Basic Email Templates in Dynamics 365 for Sales
I posted a blog about Dynamics 365 email templates back in 2018. At that time, the tool in Dynamics was OK for sending emails that
Dynamics 365 Field Service: Prerequisites to Converting Cases to Work Orders
Converting Customer Services Cases to Field Service Work Orders is a fundamental process in Dynamics 365 Field Service. The “Convert To Work Order” button is
Dynamics 365 Sales Insights: Sequences
“Sequences” is a feature of Dynamics 365 Sales Insights Premium. I think it’s going to be very popular. A Sequence is a series of sales
Preview: Performance Insights for Dynamics 365 and Power Apps
Dynamics 365 first-party apps and Power Apps help businesses manage processes, schedule and track day-to-day activities, and deliver key reporting metrics. Business users expect their
Connect Dynamics 365 Customer Service to a Chat Solution
Are you looking to connect Dynamics 365 for Customer Service to a chat solution? Website chat to customer service or sales is a typical business
InsideView Insights Browser Extension
I recently published a blog about InsideView, which you can find here. There’s something else new about InsideView that we use and recommend a lot.