QuickBooks Online + Microsoft Dynamics 365 CRM – Sync Accounting & Sales Data effortlessly!

Most small and medium organizations across the globe prefer Microsoft Dynamics 365 CRM Online and Intuit QuickBooks Online for managing their customer relationships and accounting processes. And because of this, there is constant juggling between QuickBooks Online and Dynamics 365 CRM to ensure accounting and sales data integrity as both are interdependent on each other.… Read More »

How to overcome the issue of ‘clear fields value’ of Bulk Update command in Resco Mobile App

Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on the view which allows us to select multiple records and to perform Bulk Edit from the mobile app as well. Note: This feature is available in version 15.1 or later of the Woodford and Resco Mobile CRM App.… Read More »

Record ownership across business units (PREVIEW)

Microsoft is continuously working on providing a richer and seamless experience while setting up the security model. In the Microsoft Dataverse environments, you can implement the security model with even more ease, you can refer to this doc for more details. In our previous blog, we have already explained the enhancements available while setting up… Read More »

Synchronize Dynamics 365 CRM Security Model in SharePoint along with a modern document management system!

Microsoft Dynamics 365 CRM’s primary role is to manage customer relationships. And because of the document management capabilities of SharePoint, Microsoft Dynamics 365 CRM and SharePoint are often used together. Even though they both have their own advanced security models, they differ a lot. This is why out-of-the-box integration from Microsoft doesn’t sync Dynamics 365… Read More »

How to keep track of linked chats and activities of Microsoft Teams in Dynamics 365

In this blog, we will see how to track the linked chat in the Dynamics 365 record’s timeline. Earlier Dynamics 365 supports enhanced collaboration with Microsoft Teams, refer to the blog to know how to collaborate with Microsoft Teams with Dynamics 365. Also, refer blog1 to know how to Share and Update Dynamics 365 CRM… Read More »