CRM Developers Blog by Purely CRM: Understanding Solution Versioning in Dynamics 365: Managing Patches and Build Cycles Solution versioning in Microsoft Dynamics 365 CRM plays a critical role in maintaining clarity, traceability, and control across development, deployment, and support lifecycles. For IT departments and CRM consultants, version numbers are not just identifiers—they are essential for…
Today we discuss how the marketing team at enCloud9 identified a problem caused by data silos, planned a solution that could resolve the difficulty, and worked with the development team at enCloud9 to build out that solution. We created a custom Dynamics 365 Content Management Solution, and it has had amazing impact on the team’s…
This is a quite common requirement from the business to send automated emails on some Dataverse record create/ update / delete using Microsoft No Code/ Low Code platform. In this article, will explain about the below requirement step by step using Power Automate. Requirement: Send an Email to Customer (Contact) when the contact record is…
Duplicate records in your Dynamics 365 CRM can quietly drain your team’s productivity. Sales chases the same lead twice, marketing blasts duplicate emails, and customer service juggles multiple tickets for the same issue, all because of messy, duplicate data. Join our upcoming webinar to discover how DeDupeD helps you eliminate duplicates automatically, merge records with…
Introduction Enterprise CFOs are under increasing pressure to enable operational agility and customer-driven growth. Yet outdated CRM systems remain a major barrier. Data is a core asset for any enterprise stakeholder, and the CRM is its control center. But when that system is outdated, fragmented, or burdened with irrelevant data, it doesn’t support the business—it…
What to do when you have a failed CRM There are many signs that you have a failed CRM. Whether it happens at Go-Live or gradually over months or years, there may come a time when you realize your Dynamics CRM no longer works the way it should. What once delivered critical insights into sales,…
Overcoming Modern Sales Obstacles with Microsoft Dynamics 365 Sales and WebSan Solutions In today’s hyper-competitive market, sales teams face more pressure than ever. From tracking leads and managing pipelines to delivering personalized customer experiences and closing deals faster, the obstacles can feel endless—especially when relying on outdated or disconnected systems. That’s where Microsoft Dynamics 365…
Most companies invest in a sales system to close more deals. But what happens after the contract is signed? For service-based businesses, winning the deal is just the beginning. That’s where Dynamics 365 Field Service comes in—turning your closed opportunities into consistently delivered value. From Opportunity to Ongoing Service: The Customer Journey Let’s walk through…
Microsoft recently introduced the Customer Feedback Survey Agent powered by Copilot Studio in the Dynamics 365 Contact Center, which is now available in preview. This innovative tool allows managers to address feedback directly effectively and dynamically from the Copilot Service Admin Center. It has often taken management a considerable amount of time to respond to…
Accounting firms have a lot to manage—from growing client needs to strict regulations. That’s why more accounting firms are turning to Dynamics 365 to bring everything together in one smart, connected system. To keep up, they need tools that help them work smarter and faster. That’s where Microsoft Dynamics 365 helps. Using AI tools like Microsoft…