What are Low-code plugins? Low-code plugins in the Power Platform, specifically within Microsoft Dataverse, are designed to streamline app development by allowing your Admins to create server-side business logic that run in real-time, with minimal or no coding. Some key points about them: Ease of use: These plugins are created using the Power Fx expression…
https://www.crmsoftwareblog.com/wp-content/uploads/A-Better-Way-to-Win-an-Opportunity.mp4 At the heart of every successful business is a CRM system that works for them, not the other way around. For businesses that rely on Dynamics 365, one of the most powerful ways to enhance your CRM experience is through customization. One of the standout features of our Managed Service Plans (MSP) is the…
Rachel Lowenstein here with part of my Microsoft Power Apps Portal Pages How To Series. This blog looks at how to filter entity list data based on logged-in user. You need to regulate the information that is shared to certain Microsoft Power Apps portal users. Luckily, there is quick and easy setting you can use…
Today’s market is customer-centric, and the business environment is constantly evolving. The ability to create quick and precise quotes can prove to be a game-changer for your sales teams. Any kind of delays or errors in quote creation can result in lost opportunities. This can heavily affect the bottom line of your enterprise. Enter DynaTech’s…
Outbound Marketing is being removed from Dynamics 365 Customer Insights – Journeys Microsoft announced that the Outbound marketing module will be removed from Dynamics 365 Customer Insights – Journeys on June 30, 2025. This means that the Real-time journeys module will be the only workplace for app users, and it has been the default area…
With the holiday season just around the corner, it’s the ideal time to declutter—not just your home, but your CRM too! Duplicate data can create communication challenges and cost businesses an average of $12.9 million annually. Did you know that 20–30% of most databases contain duplicates? Streamlining your data is essential, and DeDupeD by Inogic…
Managing a sales pipeline is about guiding prospective customers smoothly from initial interest to a final sale, using coordinated efforts across the entire sales team. This coordination helps sales teams work more effectively, making sure no potential deal is lost. Every member of the team has a role to play, from the initial contact…
Have you ever felt overwhelmed by the sheer volume of data in your CRM, unsure of how to translate it into actionable insights? In the fast-evolving sales environment, navigating complex customer relationships can feel like searching for a needle in a haystack. What if you could visualize your data in a way that makes connections…
Recently we set up Dynamics 365 App for Outlook for a customer. https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook Dynamics 365 App for Outlook works with customer engagement apps (such as Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Marketing, Dynamics 365 Field Service, Dynamics 365 Project Service Automation, and Dynamics 365 Customer Engagement (on-premises), version 9), and model-driven Power Apps that run on Microsoft Dataverse. With…
Tracking emails is essential for maintaining a comprehensive record of customer interactions across the organization. In the Microsoft ecosystem, this refers to automatically creating email activities in Dynamics 365 Customer Engagement when email messages are received in Outlook. In this article, we present how this works both for the Dynamics 365 admin and for the…