Negative experiences with your current Customer Relationship Management (CRM) system may have led you to the decision to replace it with a modern solution. Or maybe you never had one in place before but you feel that now is the time to implement one. Whatever your reasons, the next logical step is seeking professional help…
The holiday season means decorations, gifts, and lots of fun and celebration. But what makes it perfect is the DIY activities we do and how everything gets personalized; from gifts to decorations to activities. So, how about before we sign off to our festivities by decorating our Microsoft Dynamics 365 CRM in a way we…
By JC Quintanta I have been thinking a lot about “CRM” as I prepare to release the seventh (and surely not last) revision of my book Speaking Frankly About Customer Relationship Management. You have probably read many definitions for the term “customer relationship management” or CRM, including some of the following: “Customer relationship management (CRM) is…
Wearable technology has been around for a long time, long before the Apple Watch and long before it was made cool. At its inception, it was more of a niche choice being adopted by enthusiasts and those that could afford it. Essentially, a wearable device is a bunch of sensors that can track movement of…
Power Automate provides some incredibly powerful capabilities around business process automation, especially within the context of Dynamics 365 and the Dataverse. From automating simple tasks such as automatically generating subfolders whenever a parent folder is created to tasks requiring complex conditional logic, Power Automate flows can handle the brunt of your automated business processes and…
The clock strikes 6 am and the alarm hits off loudly. Drowsily, Kelly shuts the alarm off before it disturbs his spouse’s sleep and wakes up to get ready for work. Today is a travel day and Kelly has to visit 6 clients in different regions to conduct sales meetings. Yep, she is a senior…
Calendly, Hubspot, Appointy….. Which appointment scheduling software do you use? Being a Dynamics 365 CRM user, you would often be facing challenges like integrating the CRM with the scheduling platform and paying extra to third-party extensions. All these platforms do support integration but via third-party extensions. This means you have to pay extra, and the…
In a highly competitive business world, start-ups are growing like never before. Although, being an entrepreneur requires hard work, dedication, and devotion. One must be skilled enough to navigate through challenges like having an idea, putting it into practice, getting guidance, recruiting staff, managing finances, developing a business plan, etc. Developing a business plan is…
Author JC Quintana Writing a couple of business relationship development books has been a ton of fun. Sadly, I could easily write another book dedicated to the many business relationships I screwed up. It wasn’t the lack of skills or disposition to connect with people. I wish I had a better view of the many conversations…
Recently, we encountered an issue with Dynamics 365 where the Activity Dropdown no longer displays options for activities when attempting to add them directly to the related record. It would display a message stating “No Options Available” or it would stay stuck “Loading” like in the below screenshot. This happened due to a feature…