Are you a CRM professional juggling between QuickBooks and Dynamics 365 CRM? Tired of manual data syncing or chasing outdated records? You’re not alone. The good news? There’s a smarter way to connect both systems — and it’s called Real-Time Bi-Directional QuickBooks and CRM Synchronization. Let’s break it down in simple terms so you can… Read More »
In this blog, we will examine how Dynamics 365 Email Engagement can revolutionize your sales process by offering real-time insights into how recipients interact with your emails. We’ll explore how this feature enables you to make informed decisions, communicate more effectively with customers, and foster stronger, more genuine relationships. Sales often feels like a continuous… Read More »
Most sales teams are managing CRM SMS conversations the wrong way! Sales teams today manage dozens of SMS conversations across Leads, Contacts, and Opportunities, but CRM systems haven’t caught up to how real salespeople work. Here’s what typically happens: You get a reply from a lead, but you’re busy. You can’t reassign the chat without… Read More »
In Dynamics 365, impersonation allows actions to be performed on behalf of another user, enabling more flexible and secure workflows. For instance, when automating business processes like case assignments, it’s important to ensure that the actions are attributed to the appropriate user rather than a system account. Impersonation ensures the integrity of audit logs, preserves… Read More »
Is your business operating across multiple regions? Managing multilingual CRM data in Microsoft Dynamics 365 can lead to communication gaps, delays, and errors. Without an integrated translation solution, you’re stuck: Manually translating CRM records or relying on third-party tools. Losing rich text formatting, making translations hard to understand. Struggling with static translations that don’t meet… Read More »
Audit logs are essential for enhancing security, meeting regulatory requirements, and monitoring changes made to business data within Microsoft Dataverse. However, as organizations scale, managing and analyzing large volumes of audit data can become increasingly complex and costly. Azure Synapse Link for Dataverse offers a streamlined solution by enabling the seamless export of audit data… Read More »
Sales reps waste hours on admin work, creating the same CRM records again and again. Studies show CRM users spend nearly 5 hours a week just entering data. But here’s the thing: Smart CRM teams don’t do repetitive work. They automate it. They clone it. In this blog, we’ll show you how you and your… Read More »
Introduction: In today’s fast-paced work environment, entering customer details manually into CRM can be time-consuming and repetitive. It often takes focus away from what matters—helping customers and closing deals. Small tasks like typing in names, phone numbers, or company info from a business card can add up quickly, especially when handling multiple inquiries. To solve… Read More »
A customer needs an urgent update on their shipment that’s halfway across the globe. They visit your website, type a query in the website chat window, and within seconds, they’re talking to a real support rep—not a bot. That rep already knows who the customer is, what shipment he referring to, and what the last… Read More »
In this blog, we’ll show you how to create a reusable, dynamic review card component in Power Pages using custom web templates. This allows you to display customer reviews in a visually engaging way—perfect for product pages, homepages, or testimonial sections. In the world of e-commerce, showcasing product reviews effectively is key to building trust… Read More »