Why You Should Attend the 2020 Community Summit

Posted on: September 22, 2020 | By: Lauren Yang | Microsoft Dynamics CRM, Microsoft Dynamics AX/365, Microsoft Dynamics GP, Microsoft Dynamics Business Central

Navigating through the challenges of today can be difficult when faced alone. We invite you to rely and engage with others by collectively working towards a positive future with Community Summit 2020. Community Summit, hosted by Dynamics Communities, is the largest virtual gathering for Microsoft technology users and partners. The summit offers hundreds of educational sessions covering Microsoft Power Platform, D365 BC/NAV, D365 FO/AX, D365 CE/CRM, Dynamics GP and Dynamics SL. Despite being...


What to Expect from the 2020 Dynamics Community Summit

Posted on: September 15, 2020 | By: Josie Mah | Microsoft Dynamics CRM, Microsoft Dynamics AX/365, Microsoft Dynamics GP, Microsoft Dynamics Business Central

Looking to learn more about Microsoft Dynamics products or network with top Dynamics professionals? The 2020 Dynamics Community Summit will help you learn, connect and grow your business with the power of Dynamics 365. Although the 2020 Summit will be held virtually due to COVID-19, the Summit remains the year’s most anticipated training and networking event for Microsoft technology users and partners.   What is the Community Summit? Community Summit,...


Why travel businesses need a strong CRM system now more than ever

Posted on: August 18, 2020 | By: Sarah Han | Microsoft Dynamics CRM

We are constantly changing the way we work and live in the world. Whether it’s a pandemic or even a switch to a different brand of soap, changes both big and small impact our everyday choices. And this means that nearly every industry has found itself adjusting and transforming to fit our lifestyle and environmental changes. However, there are few industries that have been so deeply impacted as the travel...


How AI and ML are Improving the Insurance Industry

Posted on: August 10, 2020 | By: Sarah Han | Microsoft Dynamics CRM

As technology continues to change the way we work, insurance is one of the many industries that has seen a massive impact from these new influxes of technology. The insurance industry as a whole relies on the consumption of large amounts of data. Through data from historical data resources or even FitBit devices, insurance companies are able to manage and assign risk, determine best policies and other crucial decisions regarding...


How to Use Power Automate to Trigger Workflows in Microsoft Dynamics CRM

Posted on: July 27, 2020 | By: Sarah Han | Microsoft Dynamics CRM

Several years back, Microsoft first introduced calculated and wrap-up fields in Microsoft Dynamics CRM. Over the last few years, they’ve provided great functionality to the system and have been constantly used in our client projects. However, one of the key limitations we’ve discovered is that you cannot trigger workflows or reference them in a workflow or business rule.  There’s no doubt that the development of plug-ins or JavaScript codes have...


Why Insurance Companies Use Microsoft Dynamics CRM to Stay Competitive

Posted on: July 15, 2020 | By: Sarah Han | Microsoft Dynamics CRM

The relationship between data and the insurance industry can be more than complex. Being able to manage, control and secure data in a valuable way that still meets all security and regulatory requirements leads to numerous challenges. For example, keeping up with new requirements while maintaining compliance with previous regulations can be time-consuming and expensive without the right knowledge or tools in place. And with the impact of the COVID-19...


How and Why You Should Use the Kanban View in Microsoft CRM

Posted on: July 1, 2020 | By: Sarah Han | Microsoft Dynamics CRM

Many of our clients spend a lot of time filing through thousands of records on Microsoft CRM to find the information they’re looking for. They also have trouble keeping track of individual tasks or action items when working in big, long-term projects with multiple team members. This wastes time and energy when tasks can’t be prioritized or completed efficiently to move your projects forward.  A great solution to this problem...


How Asking the Right Questions Can Help You Find the Best CRM Partner for Your Company

Posted on: June 11, 2020 | By: Julia Paul | Microsoft Dynamics CRM

Finding the Right CRM Partner Finding the right partner for your CRM task seems simple enough. You have already evaluated the software and found the one that fits your business now you just need to find a good partner to help you implement. While the task seems simple, many companies often choose great software, but choose a CRM partner that isn’t a good fit. Most partners know the software pretty...


Better Together, Outlook and Dynamics CRM, the new Dynamics 365 App for Outlook

Posted on: May 15, 2020 | By: Julia Paul | Microsoft Dynamics CRM

Dynamics 365 App for Outlook For years Microsoft Dynamics 365 Sales has helped salespeople and executives improve outreach to prospects and clients. One of the most important parts of efficient communication between a sales team and their clients and prospects was the use of Outlook. To date, Microsoft has used an Outlook Client that had to be installed on each machine. However, Microsoft is now deprecating that tool and all...


Dynamics 365 for Sales: Notify your Partners when Opportunities are Updated

Posted on: March 20, 2020 | By: Julia Paul | Microsoft Dynamics CRM

Dynamics 365 for Sales When using Dynamics 365 for Sales, notifying your sales partners when there is an update to an opportunity is a great way to keep everyone in the loop about what is happening. It helps win opportunities much quicker. The most straightforward way to do this is by creating a workflow. For this workflow, we will make the criteria that anytime a note is created in an...