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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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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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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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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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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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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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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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Update Data in Dynamics 365 Using Excel
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,…
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Leads – The Junk Drawer of CRM
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…