In this blog, we would be exploring the new addition introduced in Microsoft Dynamics 365 CRM, “Security Group and Licenses”. If your Organization has multiple environments, then to segregate their workspace into individual departments, the “Security Group” option can be used. This shall help in controlling the licensed users, who can be members of a… Read More »
The market for Field Service Management is projected to reach $29.9 billion by 2031. This means a lot of organizations are keen on investing in Field Services. Field Service broadly comprises consultation, technical setups, complaint resolution, product replacement, maintenance, and so on. A field service representative thus, spends 80% of his workday outside the office.… Read More »
With the wave 1 rollout in Microsoft Dynamics 365 CRM earlier this year, there has been an addition of a new type of entity in Dynamics CRM. It is called an “Elastic” entity. In this blog, we will walk through one of the capabilities of this newly launched feature, what makes it different from the… Read More »
Managing subscription-based businesses can be a complex and time-consuming task. Acquiring a new customer typically costs 5-10 times more than retaining an existing one. Therefore, it’s crucial to prioritize customer retention as it proves to be more cost-effective. The challenges faced by businesses, such as handling recurring payments, invoicing, and maintaining accurate subscriber information, necessitate… Read More »
Introduction We learned how to link teams with Microsoft Dynamics 365 CRM in our previous blog. We will now learn how to view Teams chat in the record’s timeline. Email and phone calls are effective ways to communicate with customers, but chatting with them casually can also help resolve their issues faster. This gives them… Read More »
To improve productivity and maintain professionalism, email templates are frequently used. A large number of templates to choose from can become confusing for the users. With the introduction of this new feature of ‘Email Template Selection’, users can find templates faster, using filters and views. Here are the steps to access this feature- Step 1:… Read More »
Microsoft Dynamics 365 CRM is a powerful customer relationship management system widely used by businesses to manage customer interactions, streamline sales processes, and enhance customer service. While it offers a range of features and benefits, users often face challenges in navigating through complex record relationships, and improving overall efficiency. In this article, we will examine… Read More »
Marketing involves presenting an idea, a product, or a service to a target audience. By focusing on a customer’s needs and wants, companies are able to determine who might purchase their product and how to attract them. The concept of email can be quickly transitioned to the concept of writing by using content ideas as… Read More »
According to a report by Gartner, only 16% of financial decision makers feel that financial data can be leveraged for decision making. This is mainly because of poor data management systems and data strategies in the finance industries. In today’s fast-paced financial landscape, data is the lifeblood of finance professionals. Accurate and timely access to… Read More »
Earlier, Power BI reports on the CRM were directly added to the dashboard. However, recently we received a request from a client, who wanted to view a Power BI report of leads and opportunities related to accounts. He wanted to have this view in a tab on the account form itself. We researched this request… Read More »