In CRM, “Cases” are the go-to feature for managing service tickets—but what if they’re too rigid for your real-world process? In Episode 2 of Not Your Grandfather’s CRM, Steve Pestillo walks through a custom-built service module we created for a printing company client. Rather than use the built-in Case entity, we opted for a simpler,…
As a Dynamics 365 developer, you are always curious about the different license types across the Microsoft ecosystem. If you’ve worked on enough projects, you’ve probably realized licensing can be surprisingly complex. Between figuring out what users need and ensuring solutions are cost-effective, there’s a lot more to consider than just “what features come with…
The future of Microsoft Dynamics 365 and Microsoft Power Platform begins now. During the Microsoft Business Applications Launce Event, they were excited to announce the official start of the 2025 Release Wave 1. This six-month rollout will introduce new and enhanced features from April to September. This launch arrives at a pivotal time as we…
If you’re working within Microsoft Dynamics 365 CRM, you know how challenging it can be to manage and monitor data across multiple views, especially when dealing with complex sales pipelines, support cases, or project workflows. Navigating through static record lists and manually updating statuses can slow down productivity and create inefficiencies. Kanban Board for Dynamics…
If your business spans across different regions, handling multilingual data within Microsoft Dynamics 365 can lead to communication breakdowns, slow responses, and potential errors. Without a reliable translation solution, you may find yourself: Manually translating CRM records or using external translation tools. Losing important rich text formatting, making translations unclear. Stuck with translations that don’t…
https://www.crmsoftwareblog.com/wp-content/uploads/Not-Your-Grandfathers-CRM.mp4 When most people think of CRM, they think of contacts, leads, and maybe a pipeline dashboard. But modern CRM systems—especially those powered by the Microsoft Power Platform—go far beyond that. In our new YouTube series, Not Your Grandfather’s CRM, we explore how today’s CRM tools can manage entire business workflows. Think beyond sales and…
Unlocking the full potential of your existing customer base can be the key to driving revenue growth. Cross-selling and upselling aren’t just sales tactics, they’re strategic opportunities to deliver added value to customers while increasing deal sizes. With Microsoft Dynamics 365 Sales, businesses gain powerful tools to identify these opportunities and close them faster than ever.…
Business Process Management (BPM) is more than just improving operations—it’s about designing, executing, and continuously enhancing how your organization runs. While BPM provides the strategic roadmap, automation is often the engine that puts those process models into action. But every journey starts with a first step — and to automate BPM processes, that first step…
Lead Importing into Dynamics 365 doesn’t have to be complicated. Whether you’re working with a CSV file of prospects or transitioning data from another system, our latest video walks you through the entire process—step by step. What You’ll Learn in This Video: How to prepare your lead list – Ensure your spreadsheet is correctly formatted…
Power Automate offers powerful capabilities to streamline business processes, but getting the most out of it requires understanding its core functions and best practices. In this blog compilation, we’ve gathered some of the most practical and widely-used techniques—from working with dates and filtering JSON arrays to securing HTTP requests with OAuth. Whether you’re new to…