Using SharePoint Metadata in Dynamics 365 for Better Document Management

Integrating SharePoint with Dynamics 365 is a popular option as it provides organizations with an effective solution for document management. Using SharePoint metadata in Dynamics 365 documents helps organizations further enhance their document management practices. By effectively capturing SharePoint metadata, businesses can improve document retrieval, foster better collaboration, and streamline workflows. This approach is essential…

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Get to Know the Dynamics Web API .fireOnchange () Function

    In the world of Dynamics 365 and Power Apps, the .fireOnChange() function is a powerful tool for developers. This function is part of the Client API and is used to trigger the OnChange event for a specific column programmatically. This tool is integral to utilizing JavaScript web resources to their fullest potential. Let’s dive into what this…

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New Updates to CRM: Marketing

Twice a year, Microsoft releases updates to their Dynamics 365 platform to ensure it remains cutting-edge and user-friendly. In their latest update, Microsoft has introduced several new features aimed at enhancing the marketing capabilities within Dynamics 365. In this blog, we’ll explore three key updates in Microsoft Marketing that can help your business improve client…

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Save Outlook Emails and Attachments to SharePoint, Dropbox, or Azure Blob Storage!

Managing storage in Dynamics 365 can be challenging, especially when email attachments and documents take up more than around 75% of your database space. These growing volumes of attachments can lead to inefficient storage management and slow down your local storage or CRM system. Whether it’s a business using Dynamics 365 CRM or a growing…

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The Mistake Companies Make After Implementing CRM

https://www.crmsoftwareblog.com/wp-content/uploads/CRM-as-a-Journey-Not-a-Destination-_-CRM-Strategy-1.mp4 CRM implementations are not a one-and-done task, they’re a continuous journey that transforms the way businesses operate. In this article, we’ll explore the purpose of CRM and why it’s essential to view it as an ongoing process rather than a destination. The Crawl-Walk-Run Philosophy: At the core of successful CRM implementation is the crawl-walk-run…

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Mastering Billing and Subscription Strategies for Microsoft Partners

Building Blocks of Revenue There are generally three sources of revenue for IT and Services businesses. Services (Labor and expertise) Software (Digital Services) Hardware (Physical Goods/Infrastructure) Subscription-based services are commonplace for Microsoft Resellers in the Cloud Solutions Partner Program. Software, Azure, and even professional services can be sold on a subscription basis with a recurring…

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Use Microsoft Power Platform to maximize efficiency in SMBs

    Unlocking the Power of the Microsoft Power Platform For small to mid-sized businesses (SMBs), staying competitive often means doing more with fewer resources. The Microsoft Power Platform provides a suite of tools that help businesses automate processes, analyze data, and create custom apps without extensive coding knowledge. Beringer Technology Group has guided many…

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Elevate Your CRM Game: Why User Adoption within Dynamics 365 is the Key to Growth!

Did you know that organizations with high user adoption of Microsoft Dynamics 365 CRM can experience a 25% increase in revenue and a 21% increase in customer satisfaction? These statistics underscore a vital truth: user adoption is not just an afterthought; it’s a key driver of business success. Why User Adoption in CRM Matters User…

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Partner Solution Showcase | Reinvent Maps for Dynamics 365 CRM | #MySummitNA | Oct 15

The Microsoft Dynamics community is gearing up for Community Summit North America 2024 in San Antonio, Texas, from October 13-17 at the Henry B. Gonzalez Convention Center. This event promises to bring together professionals, partners, and Microsoft experts, sparking innovation and sharing valuable insights. One of the most exciting parts of this summit is the…

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How to set lookup values through the Dynamics 365 web API

    When working with Microsoft Dynamics 365, setting lookup values via the Web API can be a common task and trick task. Lookups are essentially references to other records, and setting them correctly ensures data integrity and proper relationships between entities. In this blog post, we’ll walk through the steps to set lookup values…

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