Product Blogs

I believe that companies who want to remain competitive need to start re-thinking how they can modernize and digitally transform their business operations. Now.

A recent PWC CEO survey said, "86% of CEOs consider digital their #1 priority." That is huge.

Technology is evolving at such a rapid pace that every businesses is trying to figure out what it means for them. I see the terms Artificial...

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Ryan Plourde

Ryan Plourde

 

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Kylie Kiser

Kylie Kiser

One of the things that Users have in common is their unique business situation when it comes to implementing Microsoft Dynamics CRM. Outside of the desire to track information, it may be the only other consistent theme! 

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Lindsey Underwood

Lindsey Underwood

Security is on everyone’s mind and has been for quite some time. I can think of no other top of mind security concern than securing my CRM data. For those of us with Office 365 and CRM/ Dynamics 365 in the same tenant, the answer to a higher level of security is a few minutes away: multi factor authentication. Multi-factor authentication (MFA) is a method of authentication that requires the...

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Matthew Donegan

Matthew Donegan

When you merge records in CRM, the system needs to search for any references to the old record and update them to the new master record. So when you merge two contacts, CRM has to look for any accounts the contact is the Primary Contact of, any activities they are part of, any leads they are related to, and so on for every 1:N and N:N relationship defined in the Contact entity.

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Mark Carrington

Mark Carrington

From Microsoft Technet Blogs

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Microsoft TechNet

Microsoft TechNet

I am trying to deploy the new server-side sync Outlook app to my organization. Running into some "gotchas" I haven't seen documented elsewhere...all of which make the SSS app seem unready for enterprise deployment. Security issues, UI issues, reporting issues. Maybe y'all can help?

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Sarah Schneider

Sarah Schneider

Now that you have a fresh CRM system, you are getting ready to add many new fields to customize for your business. Before getting started take a few minutes to plan your implementation using these tips below:

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Kylie Kiser

Kylie Kiser

Anyone who has used Microsoft Dynamics CRM for a significant amount of time has run across a limitation that has plagued the product since its introduction. It is the number 1 most voted item (https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/678568) on the Microsoft Connect community site, and although its status is currently "Resolved", it is still not possible to build a...

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Chris Capistran

Chris Capistran

Another 4x4 panel is coming up today, so I figured I'd jot down my thoughts here. Lots of companies have problems with end user adoption and MS CRM. Heck, it's why I have a job! :) So... here are a few end user adoption tips, in no particular order:

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Heidi Neuhauser

Heidi Neuhauser

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