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…
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…
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…
Use case: A user submits an application via the Power Pages website. We need the User’s electronic signature on the issued card. Our organisation uses DocuSign to digitally sign documents. Lucky us, Power Pages integrates with DocuSign out-of-the-box! Before you start, in the documentation, on the video and everywhere they tell you it’s only supported…
The awareness phase is a critical first step in the customer journey. During this stage, potential customers are actively researching brands and solutions that can meet their needs and address their pain points. To effectively capture their attention, it’s essential to track key metrics, understand the channels to focus on, and recognize the activities these…
A clear, organized view of customer data is vital for maintaining efficient CRM operations in the modern business landscape. While Dynamics 365 CRM offers a solid foundation for managing these relationships, it can sometimes fall short when visualizing complex data connections. That’s where Inogic’s Map My Relationships comes in, providing a dynamic and intuitive app…
https://www.crmsoftwareblog.com/wp-content/uploads/Advanced-Filters-in-Dynamics-365-Part-3.mp4 Transcript This is Steve Pestillo from P2 Automation. In our last video on Advanced Filters in Dynamics 365 and Power Apps, we showed you how to filter a list of contacts that have an email address that work for companies in Connecticut. And here’s the view in front of us right now, 17. Well…
Dynamics 365 Field Service is a powerful set of solutions that helps your team deliver onsite services efficiently and accurately through workflow automation, scheduling, and mobile tools. If you rely on old tools or outdated scheduling processes, you are likely falling behind competitors and struggling to gain new customers and keep them coming back to…
Maplytics is a dynamic, location-based tool that enhances Dynamics 365 CRM by delivering deep insights through map visualizations. This series of tutorials explores a variety of ways to master Maplytics’ features, benefiting field service, sales teams, and more. Below is a detailed overview of the Maplytics video tutorials, explaining how to use its features to…
Our team from Beringer Technology Group will be attending NA Summit 2024 in San Antonio 10/13-10/17. Stop by and say “Hi” to our team! If you’re interested in learning more about Copilot, Dynamics Field Services or Power BI, David Rothschild from our team will be leading three sessions at the event: …