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Posts Tagged ‘DynamicsCRM’

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5 Steps for Developing a Successful Dynamics 365 CRM Implementation Strategy

The Challenge Implementing a Customer Relationship Management (CRM) system can be a major undertaking for any organization, and it’s important to have a clear strategy in place to ensure success. Microsoft Dynamics 365 CRM is a powerful tool that can help businesses streamline their operations and better manage customer interactions. Still, it’s important to approach […]

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Retrieval of different datatypes with formContext Data Objects on Model driven (Dynamics 365) Forms

This article is dedicated to retrieving different data values available on Dataverse tables using client-side scripts such as JavaScript. This technic would be very helpful to extend model-driven form out-of-box functionality to meet the real-time business requirement, such as implementing complex business rules validations, making form fields hide/show, manipulating datatypes values, and many more. Now […]

Using Flow for Dynamics 365 Record Creation

The ability to automatically create records in Dynamics 365/CRM based on an email received has been possible for quite some time.  In most instances, without the use of a custom workflow activity or plugin, the processing of the content of the email is limited to the To, From, Subject and Body, where the email Body […]

Moving from Excel Spreadsheets to Dynamics 365

Maintaining key organization data in Excel spreadsheets is a surprisingly common business scenario that we encounter with regularity. One might think that in this day and age most business data would be managed in database driven applications. But often, due to a variety of reasons such as segmented business units, mergers and acquisitions, or rapid business […]

Microsoft and Adobe to Partner Around Marketing and CRM Spaces

A news item from Microsoft at Adobe Summit today indicates that they will engage in a strategic partnership which will    feature the integration of Adobe Marketing Cloud Solutions with Microsoft Dynamics CRM. According to Microsoft’s Kirill Tatarinov (EVP, Microsoft Business Solutions): Helping our customers reinvent productivity and business processes is one of our top priorities. Partnering with […]