Step-by-Step Guide: Clone Client Accounts, Loan Applications, and Investment Records in Dynamics 365 CRM

Financial services teams handle thousands of client records, loan applications, investment portfolios, and compliance documents every day. Manually duplicating these records, especially for recurring clients or standard loan types, can be tedious, time-consuming, and prone to costly errors. The Solution – A Microsoft-certified tool, Click2Clone for Dynamics 365 CRM. This tool allows financial services professionals… Read More »

How to Integrate Databricks to Dynamics 365 via a Custom Power Platform Connector

Organizations often use multiple platforms to manage their operations. While Microsoft Dynamics 365 excels at customer relationship management, Databricks provides powerful data processing and machine learning capabilities. But what if you could seamlessly connect these two platforms to ensure real-time data synchronization? Sounds great, right? Microsoft’s Power Platform Custom Connectors solve this integration challenge by… Read More »

How to Automatically Detect and Remove Unwanted Solution Components in Dynamics 365

Imagine yourself managing a sprawling Dynamics 365 solution, bloated with thousands of components, including web resources, entities, and plugins, many of which are unused web resources with no dependencies. Cleaning them up via the Power Apps maker portal (https://make.powerapps.com/) means scrolling through endless lists and manually deleting each one, a tedious and error-prone task. One… Read More »

How to Generate Shared Record Links in Dynamics 365 CRM: A Step-by-Step Guide

In Dynamics 365, the traditional way of sharing records involves manually managing user and team permissions. But what if you could simply generate a secure link and share it, so that anyone who clicks on it instantly gets access to the record? Sounds interesting, right? Microsoft’s GenerateSharedLink Action solves this problem by allowing users to… Read More »

5 Best Practices for Running Mailchimp Campaigns in Dynamics 365 CRM

Email marketing continues to be one of the most effective channels for engaging customers, generating leads, and driving ROI. Many businesses use Microsoft Dynamics 365 CRM and Mailchimp together. But there’s a challenge: siloed data and fragmented workflows. Marketers often find themselves switching between platforms, importing and exporting data, and struggling with inconsistent campaign reporting.… Read More »

Complete Guide to Territory Management in Dynamics 365

“64% of organizations feel they are either ineffective or only somewhat effective at territory design.” Managing sales territories effectively is one of the biggest challenges organizations face. Unclear boundaries, uneven distribution of workload, and a lack of visibility into performance can all limit growth. With Dynamics 365 CRM, territory management gets smarter when combined with… Read More »

TLDR: Microsoft Power Platform 2025 Release Wave 2

The Future of AI-Enabled Selling is Here If you’ve been waiting for a game-changing update to your Microsoft Power Platform experience, the 2025 Release Wave 2 is your moment. Rolling out from October 2025 to March 2026, Microsoft is adding AI-first features, smarter automation, and powerful governance tools designed to drive business transformations. For example,… Read More »