Microsoft Power BI – CRM/ERP Integration on 33¢ a Day
We talk to a lot of organizations evaluating CRM systems. The topic of integration comes up a lot. Integrating CRM with a separate ERP solution can be a project…
We talk to a lot of organizations evaluating CRM systems. The topic of integration comes up a lot. Integrating CRM with a separate ERP solution can be a project…
Microsoft Dynamics 365 2019 Wave 2 brought back a feature that went away with the upgrade from CRM 2011. When you qualify a lead, once again you have options…
Microsoft Dynamics 365 is a robust tool with excellent reporting capabilities. Using Microsoft Dynamics 365 with Power BI as a supplemental reporting tool using your (well maintained) Dynamics 365 data…
Where did all that data come from? A funny thing happened to our Microsoft Dynamics 365. We started receiving alerts that we'd exceeded our storage limit. Our tenant was at…
A client of ours needed to analyze information about the duration of time users spent in the various stages of their Dynamics 365 Lead-to-Opportunity business process. Searching on the web…
Back in the ‘good old days’ (version 4.0 ?) if you wanted a multi-select option set on your Dynamics CRM form, you could simulate one using jscript. There were a…
“Acquiring a new customer is 5 to 25 times more expensive than retaining an existing one.” – Amy Gallo, Harvard Business Review One of the most important factors in growing…
You may encounter some data maintenance scenarios more easily handled by using Excel to update data in Dynamics 365. Luckily, the system allows us to export existing data into Excel,…
Everyone has them. Some are good and some are bad—or worse. What are they? They’re leads. Leads by their very nature are suspect—right? We don’t know enough about them to…