https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Case.mp4 In this short miniseries, I’ll walk you through a custom customer service module we created for one of our larger clients in the metals industry. This module is designed to track every customer issue and more importantly, manage any claims made by customers—specifically, those situations where we have to issue a refund. The module…
Jane, a sales manager at a growing e-commerce company, was feeling stressed. During a discussion with the Sales Admin, she shared her recent struggles while updating multiple records in Dynamics 365 CRM. In her haste to meet a deadline, she accidentally deleted a critical account record. To make matters worse, a teammate unknowingly edited other…
In this capitalistic operational environment, monetization is the motive behind every action. However, there are some communities that do not share the same objective, whose motive is to work for society’s betterment by discovering solutions that innovatively eradicate key issues that society faces. Considering today’s perpetually transforming age, technology plays a huge role in revolutionizing…
There are few products within the Microsoft Power Platform lineup that are as flexible (or as frustrating) as Canvas Apps. While Canvas Apps allow you to create almost any interface or navigation path you could possibly want, they can also come with some of the most vague and unhelpful errors imaginable. We would like to…
Recently, we worked with a client who wanted to update the name of their root business unit to reflect a company rebrand. While renaming standard business units in the Power Platform Admin Center or the new Power Platform Environment Settings hub is straightforward—just update the name and save the record—renaming the root business unit has…
The rapid advancements in AI development bring fresh innovations daily. One of the latest creating waves is the ChatGPT Search plugin, garnering attention worldwide. Renowned for its user-friendly, up-to-date, sourced, and well-structured results, it has become a hot topic. Let’s dive straight in and hear about it directly from the source! Sounds smart, right? Let…
Imagine a world where your end-users, customers, and vendors can generate business intelligence reports quickly, efficiently, and without relying on technical experts or developers. Microsoft Power BI, when integrated with your Dynamics 365 CE, makes this vision a reality. By empowering users with self-service reporting, you’ll enhance data accessibility and enable more intelligent decision-making, better…
As we get into the new year, it’s time to explore the most pressing trends shaping the CRM space. From advancements in artificial intelligence to the evolution of social CRMs, these tools are poised to help your business thrive in 2025 and beyond. Let’s dive into the innovations set to redefine customer relationship management in…
Dynamics 365 Customer Engagement is a powerful suite of tools that helps you streamline processes and automate workflows through effective customer relationship management (CRM) capabilities. These tools streamline operations and enhance customer experiences, helping you achieve your business goals. Here is a brief snapshot of the tools in Customer Engagement and how they can help…
Today’s customers expect simple, fast, and digital experiences at every stage of their buying journey. One of the most significant slowdowns in many sales processes is the back-and-forth required to get documents signed. Printing, scanning, and mailing can turn what should be a quick final step into a time-consuming chore. The good news? By using…