Read more about the article Microsoft Power BI – CRM/ERP Integration on 33¢ a Day
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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…

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Read more about the article Qualifying Leads in Microsoft Dynamics 365 – Options for Related Records
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Qualifying Leads in Microsoft Dynamics 365 – Options for Related Records

  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…

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Read more about the article Dynamics 365 with Power BI: Transforming Dates in Your Sales Pipeline
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Dynamics 365 with Power BI: Transforming Dates in Your Sales Pipeline

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…

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Read more about the article Use Organization Insights to Diagnose Microsoft Dynamics 365 Storage Issues
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Use Organization Insights to Diagnose Microsoft Dynamics 365 Storage Issues

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…

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Read more about the article Track Time Users Spend in the Stages of Dynamics 365 Business Process Flows
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Track Time Users Spend in the Stages of Dynamics 365 Business Process Flows

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…

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Read more about the article Dynamics 365 Multi-Select Option Sets, I Like Them But
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Dynamics 365 Multi-Select Option Sets, I Like Them But

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…

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Read more about the article Microsoft Dynamics 365 – 3 Simple Steps to Improving Customer Service Case Management
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Microsoft Dynamics 365 – 3 Simple Steps to Improving Customer Service Case Management

“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…

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