Blog

Find the latest on Dynamics 365 features, applications and lot more in one place.

D365 vs Salesforce [Survive with the Most Adaptable Solution]

Jul 12, 2024 | Aiswrya Madhu

Microsoft Dynamics 365 and Salesforce are two of the most prominent CRM platforms available today.

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Can Dynamics 365 Be Used as a Ticketing System?

Jul 11, 2024 | Aiswarya Madhu

Implementing a robust ticketing system is essential for streamlining help desk workflows and enhancing the productivity of support agents.

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Top 20 Dynamics 365 Supply Chain Management Features

Jul 09, 2024 | Aiswarya Madhu

The COVID-19 pandemic highlighted the vulnerabilities in traditional supply chain processes, with 56% of retailers experiencing moderate disruption and 64% struggling to adapt to eCommerce demands.

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Dynamics 365 CRM for Insurance Brokers

Jun 14, 2024 | Aiswarya Madhu

The healthcare industry, comprising nearly 18% of the US GDP and 11% of employment, has been slow to adopt digital innovation.

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Dynamics 365 Backup And Restore Strategies [A Complete Guide]

Jun 07, 2024 | Aiswarya Madhu

For organizations using Dynamics 365, advanced data backup and recovery are essential.

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HubSpot Dynamics 365 Integration Guide [With Case Studies]

Jun 03, 2024 | Aiswarya Madhu

ntegrating HubSpot Marketing Hub with Microsoft Dynamics 365 CRM could be the solution you need.

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Microsoft Dynamics CRM for Healthcare [A Complete Guide]

May 30, 2024 | Aiswarya Madhu

Healthcare providers are under constant pressure to deliver high-quality care while keeping costs low.

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Dynamics CRM eCommerce Integration Guide [Key Steps & Benefits]

May 13, 2024 | Aiswarya Madhu

Microsoft Dynamics 365 eCommerce integration is essential for addressing common pain points like disconnected data, manual workflows, and inefficient order management.

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Marketing Automation for Dynamics CRM [All You Need to Know]

Apr 24, 2024 | Aiswarya Madhu

Marketing automation is no longer just a luxury for large enterprises; it's a necessity for businesses of all sizes.

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Top 12 Latest Trends in CRM [2024 Updated List]

Apr 15, 2024 | Aiswarya Madhu

The current trends in CRM are moving towards more personalized and data-driven interactions with customers.

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Why Use Power BI Over Excel?

Feb 09, 2024 | Aiswarya Madhu

Wondering why you should use power BI over excel? Well, Power BI isn't just another tool. Tailored for users with diverse data expertise, Power BI data visualization tool transforms raw data into insightful visualizations.

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Dynamics 365 Workflow Vs Power Automate [Which Should You Use]

Dec 29, 2023 | AiswaryaMadhu

Business automation is on the rise, with over 31% of businesses having fully automated at least one function, aiming to save costs and boost efficiency.

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Dynamics 365 Case Management Features [With Use Cases]

Dec 28, 2023 | Aiswarya Madhu

Are you currently facing challenges in managing your service incidents effectively? Ever faced challenges in streamlining case management, leading to delays and customer dissatisfaction? If so, you're not alone.

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Dynamics 365 Advanced Warehouse Management [A Comprehensive Guide]

Dec 27, 2023 | Aiswarya Madhu

In an era dominated by online purchases, the shift from in-store to digital shopping isn't a recent development—it's a well-established trend that predates the global influence of COVID-19. Amid this transformation, the landscape of warehousing undergoes a profound evolution.

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Microsoft Dynamics vs SAP: A Complete Guide

Dec 22, 2023 | Aiswarya Madhu

Navigating the enterprise software realm leads to a crossroads between two stalwarts: SAP vs. Microsoft Dynamics. These platforms have redefined operational efficiency and productivity for businesses.

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Microsoft Power BI: Features, Implementation Insights & FAQs

Dec 11, 2023 | Aiswarya Madhu

Businesses have tons of data, but making sense of it can be tough without the right tools.

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2023 Dynamics 365 Pricing & Licensing Guide

Dec 08, 2023 | Aiswarya Madhu

Unlock the Dynamics 365 price and licensing complexities with our insightful guide. Tailored consultation available for informed decisions and business optimization.

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D365 Customer Service Insights [A Guide]

Dec 05, 2023 | Aiswarya Madhu

In today's competitive landscape, providing exceptional customer service isn't just a priority—it's a make-or-break factor for business success.

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Microsoft Great Plains End of Life [It's Time To Upgrade]

Dec 01, 2023 | Aiswarya Madhu

As Microsoft refocuses on its support for Microsoft Great Plains towards fixes and compliance updates, the pivot to Dynamics 365 Business Central becomes imminent.

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Top Challenges Solved by D365 Retail and Commerce

Nov 28, 2023 | Aiswarya Madhu

In the world of retail, every shelf tells a story, every customer craves a personal touch, and inventory management demands a harmonious rhythm.

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Difference Between Customization and Configuration in Dynamics 365

Nov 24, 2023 | Aiswarya Madhu

Dynamics 365 Customer Engagement (on-premises) is a comprehensive customer relationship management solution that enhances marketing capabilities, drives sales growth, and ensures exceptional customer service.

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Top 6 Reasons to Upgrade Dynamics NAV to Business Central

Nov 23, 2023 | Aiswarya Madhu

As the countdown begins for Microsoft Dynamics NAV, its transition to Dynamics 365 Business Central takes center stage.

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Why Microsoft 365 Project Management is a Popular Choice for Project Managers

Nov 20, 2023 | Aiswarya Madhu

Microsoft 365 Project Management refers to a collection of applications and functionalities aimed at assisting users in managing tasks, projects, and even intricate portfolios.

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Dynamics CRM Integration Tools [With Key Integration Possibilities]

Nov 15, 2023 | Aiswarya Madhu

Microsoft Dynamics 365 CRM offers a robust suite of tools to enhance your sales and marketing processes, but it's true potential can be unlocked through smart integrations.

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Self-Service Web Portals in Dynamics 365: A Guide to Getting Started

Oct 30, 2023 | Aiswarya Madhu

Customer engagement is paramount for business success, and Dynamics 365 Portals, now rebranded as Power Apps Portals, play a pivotal role in nurturing these connections.

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Microsoft Viva Sales Copilot [Top Use Cases]

Oct 27, 2023 | Aiswarya Madhu

Microsoft Viva Sales, now known as Microsoft Copilot, is a solution introduced by Microsoft to empower sales professionals.

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What is Microsoft Dynamics 365: Know the Inside Out

Oct 27, 2023 | Aiswarya Madhu

Microsoft made a big announcement at their recent conference in their path to a cloud- only mode which started 5 years back, when they moved Office to the cloud, and named it Office 365. This fall, they will be bringing in CRM and ERP to the cloud under the banner of Dynamics 365. This will ensure that all data which currently s

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Explore Microsoft ERP Products: Finding the Perfect Fit for Your Business

Oct 25, 2023 | Aiswarya Madhu

Navigating the domain of modern business requires more than just agility—it demands strategic technology adoption.

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Microsoft Modern Workplace Products: A Complete Guide

Oct 25, 2023 | Aiswarya Madhu

In a world where the demands of modern business continue to evolve at a rapid pace, the traditional office setup often finds itself facing limitations.

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Microsoft Fabric Features & Use Cases [With Implementation Steps]

Oct 20, 2023 | Aiswarya Madhu

Every click, every interaction, generates a stream of raw data waiting to be transformed into meaningful insights.

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Customer Service Module in Dynamics 365: A Complete Guide

Oct 18, 2023 | Aiswarya Madhu

The heart of customer service lies in making every interaction count, and this is precisely what Microsoft Dynamics 365 for Customer Service accomplishes.

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What is Microsoft Power Pages? [Examples & Use Cases]

Oct 17, 2023 | Aiswarya Madhu

In 2019, Microsoft introduced Power Apps Portals, enabling businesses to share their databases securely with external users.

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Dynamics AX 2012 End of Life: Time to Transition to Dynamics 365 (F&SCM) Now

Oct 17, 2023 | Aiswarya Madhu

Choosing the right Enterprise Resource Planning (ERP) system is a pivotal decision for businesses worldwide.

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Unlocking the Potential of D365 Fleet Management [Illustrated by a Case Study]

Oct 12, 2023 | Aiswarya Madhu

Whether you're running a small delivery service or managing a massive logistics operation, effective fleet management is the linchpin of success.

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Exchange to Office 365 Migration Project Plan [Best Practices]

Oct 11, 2023 | Aiswarya Madhu

The shift towards cloud-based solutions has become a prevailing trend, with Microsoft Office 365 emerging as a leading choice for organizations worldwide.

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Top 8 Microsoft Dynamics Customizations Beyond the Basics

Oct 06, 2023 | Aiswarya Madhu

Imagine understanding your customers so well that you anticipate their needs even before they express them.

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Guide to Finding Your Microsoft Dynamics 365 Support Partner

Oct 05, 2023 | Aiswarya Madhu

Survival of the fittest is the new norm in modern business landscape. To thrive in this dynamic environment, organizations require cutting-edge tools and strategies.

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Dynamics 365 Education Accelerator: Features & Setup Steps

Sep 25, 2023 | Aiswarya Madhu

Education has undergone a seismic shift. Gone are the days of traditional chalkboards and manual record-keeping.

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Dynamics 365 Field Service Work Order Management [A-Z Explained]

Sep 25, 2023 | Aiswarya Madhu

In service management, efficient task orchestration is vital for success. Work orders, the core of operations, can make or break efficiency

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Navigating Customer Relations: Business Central Vs Dynamics 365 CRM

Sep 04, 2023 | Aiswarya Madhu

Navigating the realm of business solutions, Microsoft has set the stage with two powerful solutions

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Dynamics NAV to Business Central Upgrade: A Comparative Study to Unlocking Growth Potential

Aug 22, 2023 | Aiswarya Madhu

In the ever-evolving landscape of Microsoft's software offerings, the transformation of Dynamics NAV into Dynamics 365 Business Central stands out as a pivotal shift.

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D365 IOM [Feature, Benefits and Implementation Steps]

Aug 10, 2023 | Aiswarya Madhu

As supply chains grow in complexity, efficient planning and execution become critical to a company's success.

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LinkedIn Sales Navigator Dynamics 365 Integration [A Guide]

Aug 10, 2023 | Aiswarya Madhu

Data has become the backbone of every industry, driving business success and growth.

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Microsoft Dynamics 365 Updates: What it Means for Your Business

Jul 28, 2023 | Aiswarya Madhu

Microsoft has unveiled its plans for the 2023 Release Wave 2, which includes a range of Microsoft Dynamics 365 Sales and Power Platform updates.

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An evolving List of CRM Software in 2023

Jun 16, 2023 | Amit Kumar Dey

CRM software is a tool that helps businesses manage customer relationships by organizing and analyzing customer data

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Dynamics 365 Data Migration Best Practices: A Comprehensive Guide

Jan 24, 2023 | Amit Kumar Dey

In 2019, British Airways experienced a data breach caused by a data migration to a new IT system that affected around 380,000 customers.

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Dynamics 365 Lead Management: Maximize Sales from Contact to Closure

Jan 20, 2023 | Amit Kumar Dey

According to a study from Salesforce, as of 2020, about 81% of companies in the US use a CRM platform.

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Expert Advice: Prerequisites for a Swift Migration from Salesforce to Dynamics 365

Oct 27, 2020 | Anjan Barman

You might have been drawn to Dynamics 365 by its extensive list of features, attractive licensing costs, or seamless integration with the Microsoft stack, but there are a few to-dos for you to ensure that the migration turns out to be a winning move for your business.

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Dynamics 365 For Customer Relationships Amidst the Pandemic

Oct 08, 2020 | Anjan Barman

The onslaught of the ongoing Covid-19 pandemic has forced businesses to the verge of closure and bankruptcy, but it has also underscored the role of customer service in the success of an organization.

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Dynamics 365 Field Service 2020 release wave 1: Key takeaways

Jul 20, 2020 | Anjan Barman

The primary attractions of the 2020 release wave 1 for MS Dynamics 365 Field Service include features for time entries & inspections and the use of AI & IoT for proactive service and decisions.

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Don’t start off on the wrong foot; you deserve a better software partner

Jun 10, 2020 | Anjan Barman

Building solutions is easy, but building solutions that serve their purpose isn’t. Besides business acumen and fiercely dedicated employees, what sets a successful organization apart from the rest is their technology leverage.

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Salient features of Dynamics 365 Commerce 2020 release wave 1

May 14, 2020 | Anjan Barman

The latest updates of the Commerce module have been targeted at enriching the experience of all stakeholders – retailers, employees, and customers.

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Dynamics 365 2020 Release Wave 1– for Proactive Financial Management

May 07, 2020 | Anjan Barman

The wave 1 updates of Dynamics 365 Finance offer technology-driven possibilities such as accurate cash inflow prediction, risk analysis and mitigation, and identification of growth opportunities.

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MS Dynamics 365 HR 2020 release wave 1: Powering your workforce

Apr 29, 2020 | Anjan Barman

The latest Dynamics 365 Human Resources features upgrade the comprehensive personnel management solution with new conveniences.

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Dynamics 365 Marketing 2020 release wave 1– salient features

Apr 23, 2020 | Anjan Barman

The 2020 release wave 1 of Microsoft Dynamics 365 Marketing elevates the experience of personalized marketing with multiple third-party integrations for high performance and scalability.

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Dynamics 365 2020 release wave 1- Customer Service

Apr 21, 2020 | Anjan Barman

The 2020 release wave 1 of Dynamics 365 Customer Service has been aimed at further improving the already advanced features of the module to enable agents to offer unparalleled customer service with ease.

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Value-adding features of Dynamics 365 Sales 2020 release wave 1

Apr 17, 2020 | Anjan Barman

Microsoft has recently announced the 2020 release wave 1 for Dynamics 365 where all modules of the tool would be augmented with new capabilities.

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Dynamics 365 vs. the competition: A deep-drive into its features and facts

Mar 13, 2020 | Anjan Barman

Which CRM do you use? Dynamics 365, Salesforce, Zoho, SAP CRM or any other? Does the tool enable you to identify new areas of improvement and explore new horizons for growth, other than maintaining the regular daily operations? Today, CRM is not confined to just managing customer information, monitoring sales, offering customer service, and analyzing data but encompasses a lot more.

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Offering Unparalleled Customer Service with Dynamics 365 Omnichannel Capabilities

Mar 12, 2020 | Anjan Barman

Microsoft Dynamics 365 extend omnichannel capabilities that allow businesses to offer connected customer service across channels such as SMS, Emails, Chat, WhatsApp, Facebook, and Twitter. This enhances service quality, shortens TAT, delights the customer, and saves substantial service costs.

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With Omnichannel Capabilities, Dynamics 365 is Revolutionizing Customer Service

Mar 09, 2020 | Anjan Barman

A new possibility in the realm of customer service where web channel, phone, virtual chat, live chat, email, self-service, and community support are subsumed to give a seamless, expertly integrated experience to the customer.

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Microsoft Power Apps and Dynamics 365 join forces to outrun custom app development

Mar 09, 2020 | Anjan Barman

Custom app development is a tedious and resource-intensive practice that often leads to high TAT and compromised functionalities. Contrarily, developing apps on Power Apps is a much more comfortable, efficient, and easily maintainable practice that’s cost-effective and user-friendly.

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Embracing 2020 retail trends with Dynamics 365

Feb 07, 2020 | Anjan Barman

Wonder what role would digital tech play in this rapidly evolving retail universe? Here we pick the top 5 retail trends that would rule 2020 and a good part of the new decade

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Serving customers the Dynamics way

Feb 05, 2020 | Anjan Barman

Tailored experiences, social engagement, quicker issue resolution, and omnichannel interaction – businesses falling short of expectations in any of these stand to be obliterated.

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Dynamics 365 busts all CRM myths held by sales teams

Jan 20, 2020 | Anjan Barman

Notwithstanding the proven benefits of using an AI-power CRM software like the Microsoft Dynamics 365, some businesses and sales head dismiss its utility straight away.

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Microsoft Dynamics 365 Commerce – just what the doctor ordered!

Jan 09, 2020 | Anjan Barman

Every e-commerce venture revolves around its business challenges, operations, and goals.

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Microsoft Dynamics 365 Talent – Your road to reach out to the best in the business

Dec 31, 2019 | Anjan Barman

Not everything was going great for this Minnesota-based shoe manufacturer. In particular, the HR department was facing the music since the annual employee turnover rate was strikingly high and the overall morale in the office was disheartening.NULL

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Taking all HR nightmares head-on with Microsoft Dynamics 365 Talent

Dec 23, 2019 | Anjan Barman

As an HR professional or the CEO of an organization, you know better than anyone else that employees are the growth engine of your company. Employees can make or break any business and one needs to maintain utmost caution while headhunting.

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7 Benefits of Microsoft Dynamics 365 That Salvage Your Finance

Nov 04, 2019 | Anjan

It’s indisputable that a major goal of every business is financial gain. Without it, the definition of commerce gets violated and you are left with a not-for-profit entity. Finance is the spine of your business and deserves special treatment. You may be using a “modern solution” to manage your company’s financial health but are you genuinely content with the value you are deriving out of it? Do you often find yourself in deep thought trying to determine whether the finance software is your valued asset or has it become a liability and a cause of genuine concern?

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5 reasons your retail business is in dire need of Dynamics 365

Oct 11, 2019 | Anjan Barman

In modern times, a retailer is virtually indistinguishablefrom a warrior pitted against a formidable army attacking all guns blazing to capture his territory. It gets worse still as the enemy is unpredictable and the belligerents differ from one another, each having their unique line of attack, making it extremely difficult for the lone worrier to expose their bottlenecks.

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Predictive maintenance – the journey from a break-fix service model to an unfailing one

Oct 11, 2019 | Anjan Barman

Field service – service at the equipment location or customer premises. The definition is age-old but a tectonic shift in the technologies involved has brought about an unprecedented change to the way it’s rendered. Technology has, in some ways, turned the concept on its head and things aren’t the same as they used to be before the miracle arouse.

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Why every sales team should use Dynamics 365

Oct 11, 2019 | Anjan Barman

This Boston-based small-scale shoe manufacturer caters to customers across America. Sharing the market with global brands, life wasn’t easy for the 6-year old firm. The foundation of its business were 2 principles – high quality and smart work.

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Suspect the utility of Dynamics 365 portals for your business? Well, you couldn’t be more wrong!

Aug 30, 2019 | Anjan Barman

Lisa was your star customer service executive last quarter. However, this quarter, the story hasn’t been impressive. Poor feedback from unhappy customers due to ineffective solutions sums up her performance. Boris, your premium customer, has visibly cut down his engagement with you and the plummeting wallet share confirms this beyond doubt.

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Dynamics 365 Reporting and Dashboards for Manufacturing Organization

Mar 11, 2019 | Piyush

As a top management executive of a manufacturing organization, one of the key responsibilities is to make sure all of the business units or divisions are performing well i.e., right from the sales – delivery to support.Also, being in a manufacturing sector, given the amount of competition faced in today’s fast-paced world, the q

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Dynamics 365|GDPR Compliance

May 04, 2018 | Brijesh Dey

Security and privacy concerns in business have skyrocketed recently. Organizations are now heavily focusing on security, not just to safeguard their assets and customer privacy but also to comply with security guidelines.If you own a business and manage personal data, you’ve probably heard of it – and if you haven’t, the time ha

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Microsoft Dynamics 365 Project Service Automation

May 02, 2018 | Mohamed Irfan

To track and manage the delivery of products, managers have been using different software tools in the past. With the now popular Microsoft Dynamics 365 for Project Service Automation, you can build your work breakdown structure into a project plan, which is a robust end to end solution. Microsoft Dynamics 365 for Project Servic

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Dynamics 365 - Efficient Marketing for improved business

May 01, 2018 | Brijesh Dey

Dynamics and marketing go way back. The people who have used Dynamics CRM for a couple of years now will be familiar with the Marketing module and what it covers …. Or, should  I say, used to cover.As we know, Microsoft has made the decision that Microsoft Dynamics Marketing will be discontinued as of May 15, 2018.With the disco

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Dynamics 365 - Integrating Office 365 for increasing productivity

Apr 24, 2018 | Vishnu Vasudevan

Office 365 is a Microsoft application which deals with sharing of emails, notes, and documents in a group by using Office online, OneNote, Word, and Excel.Integration of Office 365 with Dynamics 365 became much easier due to the release of latest version of Dynamics 365 Online. Through this integration work life has become much

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Dynamics 365 - Enhanced coordination for Field service

Apr 19, 2018 | Mohamed Irfan

Dynamics 365 helps field services in a host of activities. Field technicians can store, update and access information whenever needed and it also enhances customer visibility, which helps to maintain a healthy customer relationship for a  longer period.The Field Service feature helps to interact with technicians and also helps t

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Dynamics 365 - Talent management

Apr 09, 2018 | Brijesh Dey

Talent acquisition, transformation, and management are critical anchors for any organization.The Human Resource Department often finds themselves submerged in an ocean of challenges ranging from unskilled labor, less than optimal employee engagement, and loss of top talent to other organizations. Adding to this, around half of t

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Dynamics 365- Powerful tools for enhanced social engagement

Mar 29, 2018 | Brijesh Dey

Since its inception, Dynamics CRM has been a de-facto standard in sales, marketing, customer service and industry solutions.Well, Dynamics 365 provides no exception and continues to build on the legacy of the Microsoft Dynamics family. Social Engagement provides powerful social tools in the hands of business professionals and he

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Dynamics 365 - Relationship Insights

May 25, 2017 | Bala E

Relationship Insights leverages the data-integration and artificial-intelligence capabilities built into Azure to combine and analyze your Dynamics 365 and Microsoft Outlook data. Relationship Insights uses the insights derived from this analysis to surface features thatRelationship Insights features are context sensitive, so th

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Microsoft Flow: Simplifying tasks in Office 365 & Dynamics 365

May 02, 2017 | Sharath Somanathan

What is Microsoft Flow?Microsoft Flow [MS Flow] is a powerful tool which lets you sit back and relax while it does things for you in the background in Office 365/ Dynamics 365. In layman terms, Microsoft Flow is a set of rules that lets various apps communicate with each other automatically.Features of MS Flow:Limitations of MSF

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Product Recommendation using Azure Recommendation Service (Cognitive Service API)

Apr 21, 2017 | Murali Narayanan

Can you imagine how a company can be impacted by a system which will suggest products on the basis of past data?This can help the Sales team target products better to their existing clientele and in the process have better outcomes and generate more revenue for the company.Dynamics 365 comes with a new feature called Product rec

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How to configure your Interactive Service Hub?

Apr 19, 2017 | Sandhiya K

In the previous post, we discussed about the Interactive Service Hub (ISH), and how it can make the life of a user simple. Now, this time around, I will be laying down the steps to go ahead and configure the ISH to suit your requirements. The ISH is part of the default settings within Dynamics 365, but user configurations can be

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Suggest similar cases for a case - Text Analytics by Microsoft Cognitive Services

Apr 18, 2017 | Rekha Jyothimani

Are you the person involved in query resolution?If yes, then this feature is surely going to interest you… It is human nature to search for an existing solution to a problem rather than resolving the case by starting afresh. Microsoft Cognitive Services helps us to find similar cases if any exist in the case system, so tha

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Meet ISH - Interactive Service Hub of Dynamics 365

Apr 10, 2017 | Sandhiya K

Microsoft Dynamics 365 has brought about many changes to how you interact with prospects, leads and customers. When you are looking at upping your customer service, use the all new intuitive and interactive experience from the Interactive Service Hub (ISH). It’s loaded with rich dashboards and redesigned forms that pull together

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4 Reasons why you should Upgrade to Dynamics 365

Mar 28, 2017 | Aathira Nair

Microsoft Dynamics CRM has always been focused on creating a seamless customer experience and bringing customer engagement through a faultless service oriented sales approach. But, when there are so many interactions in the digital world, a customer is bound to get frazzled and in this mayhem, it is all the more difficult to cap

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How To: Audit Summary and Login Tracking | Blog

Feb 06, 2017 | Divyashree M

Organizations need to track changes made to business data for maintaining security, examining the history of a particular data record, documenting modifications for future analysis and record keeping, and being in compliance with regulations.The audit logs help the Microsoft Dynamics CRM administrator answer questions such as:Th

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Microsoft AppSource: Helping your business work smarter | Blog

Jan 18, 2017 | Aathira Nair

Dynamics 365 has brought in one-click integration of business solutions through Apps. The apps cover a range of needs such as sales, recruiting, payments, analytics, forecasting and much more. Microsoft AppSource is more than just a destination for SaaS business apps, it is a growing community for every user of Microsoft technol

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How To: CRM Online & Azure Bus Integration | Blog

Nov 25, 2016 | Karthik AMR

Microsoft Dynamics CRM and Azure cloud together can bring great potential to any technology solution. This brings us to the point of integrating these two systems. We had previously shown you how to integrate Azure with Dynamics CRM employing the on premise listener. Apart from this method, we can also use the two way listener u

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What NOT to do when upgrading your Microsoft Dynamics CRM | Blog

Nov 04, 2016 | Yuvaraj Krishnamoorthy

Microsoft Dynamics CRM has evolved drastically over the past few years. There have been many updates and versions released, with a range of new features and improvements at each stage along the path. During the upgrade of a Dynamics CRM environment, there are a few points to bear in mind to ensure a hassle- free upgrade process.

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Integrating Microsoft Dynamics CRM 2016 Online with Azure Service Bus Queue | Blog

Oct 26, 2016 | Sushant Sarkar

With the advent of Microsoft Dynamics CRM 2016 online many new features have been incorporated. One such feature that we all have been waiting for long is, seamless integration of MS CRM with Microsoft Cloud or popularly known as Microsoft Azure.You can connect Microsoft Dynamics CRM Online 2016 Update and Microsoft Dynamics CRM

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Dynamics 365 – Understanding it beyond the words | Blog

Oct 04, 2016 | Aathira Nair

Microsoft made a big announcement at their recent conference in their path to a cloud- only mode which started 5 years back, when they moved Office to the cloud, and named it Office 365. This fall, they will be bringing in CRM and ERP to the cloud under the banner of Dynamics 365. This will ensure that all data which currently s

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Composite Controls - Features and Customization in CRM 2015 | Blog

Feb 04, 2016 | Sandhiya K

MS CRM 2013 came in with new features which changed the usability, design and customization options within CRM. In this post, we will be looking at Composite Controls, a new feature in MS CRM 2013. We shall detail how to customize the flyout items of the control in MSCRM 2015.Composite field is a new feature of MS CRM 2013, whic

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Visual Controls for MS CRM 2016 Mobile and Tablet | Blog

Dec 16, 2015 | Murali Narayanan

Microsoft Dynamics CRM 2016 introduced lots of new features for Mobile/Tablet. Especially rich set of new controls to create more touch-friendly experience on CRM Phones and Tablets.To use these controls in the form editor:ControlExampleLinear Slider Option Set Flip SwitchStart ratingRadial knob Multimedia co

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Segmented solutions and patches in MS CRM 2016 | Blog

Dec 07, 2015 | Murali Narayanan

Another awesome and useful feature that every system customizer waited for – Segmented solutions and patches  in MS CRM 2016.Now we can export the solutions with entity fields, forms and views rather than entire entity using patches and cloned solutions.Following things should be taken into consideration when you create a

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Organization data service (OData v2 REST endpoint) deprecated | Blog

Dec 03, 2015 | Murali Narayanan

Organization data service (OData v2 REST endpoint) deprecatedThe OData endpoint uses the Open Data protocol. This protocol implements a “RESTful” design pattern. REST represents Representational State Transfer. REST is an architectural style in which every resource is addressed by using a unique URI. In Microsoft Dynamics CRM, O

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What's new in MS CRM 2015? | Blog

Dec 02, 2015 | Madhavi Krishnayya

It’s always good to be up to date on the releases and features of Microsoft Dynamics CRM. Knowing the features increases your Microsoft Dynamics CRM knowledge as well as let you analyze the suitability of customizations for a CRM project. With the release of Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online Update, v

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Configuring Field Level Security Profile | Blog

Nov 25, 2015 | Vijay Bonam

In our last blog, we shared knowledge on Global Search in MS CRM 2015. Today, let’s discuss about how to Configure Field Level Security Profile in MSCRM 2015.In MSCRM, Record-level permissions are granted at the entity level. Sometimes, we may have certain fields associated with an entity that contain data that is more sen

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How Global Search Works!! | Blog

Nov 25, 2015 | Madhavi Krishnayya

Global search uses Quick Find Entity View to search the records. If a field should be searched globally, add the field as a Search column under Quick Find View of the associated entity. Navigate to Settings > Customizations > Entities > Expand the entity for which the search field should be added. Select on Views and op

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NALASHAA ANNOUNCES FIXED PRICE CRM SUPPORT PLANS

Aug 21, 2015 | Aathira Nair

ISELIN, N.J. – Aug. 21, 2015 Aug. 11, 2015 – ISELIN, N.J. — Nalashaa, a custom product development company, today announced a fixed price solution for organizations looking for Dynamics CRM support for their in-house users. Nalashaa has been upgrading, developing and re-architecting Dynamics CRM solutions from CRM 1.2 to CRM 2013. During the course of many such projects, customers have requested for support plans for in-house users of Dynamics CRM. After careful evaluation of Dynamics CRM support needs, a dedicated support plan has been formulated as a fixed price plan along with the flexibility of added support on an hourly basis if required.

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Sitemap impact with solution import on different CRM versions | Blog

Jun 25, 2015 | Madhavi Krishnayya

CRM vertical solutions are required to function on different Dynamics CRM versions to enable users using different versione benefit from the solution. Herein, when using a common sitemap for the solution, importing it on different CRM versions will result in some loss of links and as a result, errors.Problem: When an unmanaged s

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Sitemap Issues with CRM Migration | Blog

May 18, 2015 | Madhavi Krishnayya

Dynamics CRM 2015 has a host of features which have been given a much needed uplift from CRM 2013 and moreover from CRM 2011. Hence, migration of solutions run into concerns during or after migration due to a variety of reasons. Here we will look at the issues which crop up concerning sitemap customizations when a managed soluti

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How to - Visualizing Hierarchical Data in Dynamics CRM 2015 | Blog

Feb 12, 2015 | Murali Narayanan

We had discussed earlier about some of the top features in Dynamics CRM 2015, and one that we missed out on picking up was the new and powerful feature – Visualizing Hierarchical Data. As we have started to use this feature, we have realized the sheer potential this feature can bring in for quicker, efficient and effective data

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Top 5 features in Microsoft Dynamics CRM 2015 | Blog

Nov 18, 2014 | admin

The Microsoft Dynamics CRM 2015 release has many new and improved features, which presents great improvements in how we can utilize the platform better. The updates will enable marketers to plan and execute marketing campaigns better, track impact, and strengthen collaborations with the sales process.Customers today have higher

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NALASHAA ANNOUNCES FIXED PRICE DYNAMICS CRM UPGRADE

Nov 14, 2014 | Aathira Nair

Nov. 11, 2014 – ISELIN, N.J. — Nalashaa, a custom product development company, today announced a fixed price solution for organizations looking for a Dynamics CRM upgrade. Nalashaa has been upgrading, developing and re-architecting Dynamics CRM solutions from CRM 1.2 to CRM 2013. The immense knowledge of the team, over years of cumulative experience, will deliver solutions within the stipulated time, cost effectively.

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Increase Sales Productivity with Microsoft Dynamics CRM Online | Blog

Oct 31, 2014 | Aathira Nair

Business sales have been changing since the advent of internet. It has been a slow and steady change which has been led by social media primarily, amongst a host of other features which were unleashed by the internet. First week, October, Microsoft announced that it will offer a Sales Productivity solution that combines Microsof

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Microsoft Social Listening: Hear Customers and Drive Revenue | Blog

Sep 24, 2014 | Aathira Nair

Armed with a smart phone, every customer is a source of praise or rant. And more often than not, it is the latter which you need to be looking out for. But if intercepted at the correct juncture, a rant can also be sufficiently mellowed in impact. Microsoft Social Listening offers a powerful analytics tool for social media inter

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Filtered lookup for Dynamics CRM 2013 | Blog

Sep 18, 2014 | Vishal Pandey

Filtered lookup is a feature which was introduced in Dynamics CRM 2011, a greatly appreciated improvement from CRM 4. Prior to this, developers had to use third party tools to achieve the same result.So, let’s start at the very beginningWhen you have a large data set, and you want to filter the data in a progressive manner, then

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Power Pages: Bridge the gap between traditional web applications and single page applications | Blog

Sep 12, 2014 | Sushant Srivastava

Power Pages bridge the gap between traditional web applications and a single page application. Power Pages are a super set of single page applications which gets integrated with existing web application. Power Pages help to integrate or add a set of functionality into an existing web application. It works in a similar manner as

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Doctrine Migration – Part 2

Sep 02, 2014 | Swapna Vijaykumar

Doctrine migration has been used by me many times, and there are some small changes which affect the process, and some others which help us to use the migration process better.  Part 1 of the Doctrine migration series depicted how to go about a migration set up. Now, I shall go about explaining in a step by step manner how to go

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Windows Azure Mobile Services Offline Sync | Blog

Aug 11, 2014 | Rajesh Guptha

In the recent build event, Microsoft announced a bunch of updates to its Azure stack. Today, I will focus on one of the most exciting features – Offline Sync on Mobile ServicesAs the name implies, it is an effort in the direction of providing out of the box offline sync capabilities for mobile applications which connect to Azure

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Increase ROI with Dynamics CRM Social Listening | Blog

Jul 30, 2014 | Aathira Nair

Spring ‘14 release of Dynamics CRM 2013 introduced Social Listening to all Dynamics CRM 2013 Professional License users. How is this Social Listening tool different from the many others which are available in the market today? Microsoft has aimed to deliver the social power to every user of the Dynamics CRM platform. A user mayb

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A Social face for Microsoft Dynamics CRM 2013 | Blog

Jul 03, 2014 | Aathira Nair

With the spring release of Microsoft Dynamics CRM 2013 SP1, Microsoft has brought in a tool which has become synonymous to ‘Today’ – Social Listening. In this first part of our Social Listening series, we will discuss about what social listening brings to Dynamics CRM 2013. In the second part we will look at how this can be put

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Out comes Leo: Dynamics CRM 2013 SP1 | Blog

Jun 09, 2014 | Aathira Nair

Microsoft has focused in the past one year on redesigning the user interface and towards implementing a rapid six month release cycle. Alongside, three acquisitions have added specific function centric features making Dynamics CRM 2013 a better product especially, for the sales and marketing teams.The spring release of Microsoft

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Dynamics CRM for patient care | Blog

May 26, 2014 | Aathira Nair

Today, there is a great emphasis on patient engagement and secure free access of information for patients for better quality healthcare. But, these avenues are not on the top of the mind as there are many other features which demand attention now as compared to relationship management.Relationship management in healthcare indust

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Microsoft Dynamics CRM for the iPad | Blog

Apr 07, 2014 | Aathira Nair

The growth rate for tablet adoption was 6 % in the third quarter of 2013. It has also been seen that more traveling professionals prefer to sync up their work using a tablet, like the iPad rather than a laptop. Dynamics CRM 2013 mobile client for the iPad offers mobility within the sales function. iPads have become synonymous to

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Migration from CRM 4.0 to Dynamics CRM 2013 | Blog

Apr 02, 2014 | Madhavi Krishnayya

Migration from CRM 4.0 to Dynamics CRM 2013 is not a single step procedure, but it is nevertheless not difficult either. The steps involved would be to first move to CRM 2011 and then progressively upgrade to Dynamics CRM 2013. There exists no direct upgrade option from CRM 4.0 to Dynamics CRM 2013.When migrating from CRM 4.0 to

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Migration from CRM 2011 to Dynamics CRM 2013 | Blog

Mar 26, 2014 | Madhavi Krishnayya

Many users of CRM have been looking to move to Dynamics CRM 2013 from their previous versions. This new CRM comes in after 2 years and with a host of changes and new features which work well for different user sets and it also caters to solving many issues which was prevalent in Dynamics CRM 2011.There are many documented proced

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Why small business should turn to Dynamics CRM 2013? | Blog

Mar 03, 2014 | Aathira Nair

Businesses, especially small businesses, are particularly looking for ways to increase sales and capture new customers. Apart from sales and stellar delivery, customer service has become very important, as happy customers will always return.  Why small businesses fail to grow shows that there exists more than one way for a compa

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Dynamics CRM 2013 Implementation | Blog

Feb 18, 2014 | Aathira Nair

1. Think through what you want the CRM to do Implementation of a CRM project should be in line with business needs and must be with the involvement of the management team.  A CRM design phase gives you an opportunity to rethink your processes and streamline them for better productivity. There are many inbuilt modules in Dynamics

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Microsoft Dynamics CRM 2013 Online | Blog

Nov 12, 2013 | Aathira Nair

flexi pricing to give users flexibility and a move in line with the redesign of the CRM product line for 2013. As a part of the new pricing strategy, Microsoft will offer 3 pricing options, licenses priced at $15, $30 and $65 per user per month in USD. Every organization can mix and match the three licenses within the organizat

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Windows Azure Migration | Blog

Sep 30, 2013 | Aathira Nair

During Windows azure migration, there are various concerns which crop up regarding storage, dependencies, session states etc.Following are the major concerns which needs to be addressed, and a plan charted out prior to migration.Windows azure migration would require complete application data migration, and this is a primary conc

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