Every CRM professional has faced this at some point: a workflow that performs flawlessly in testing but slows everything down when deployed at scale. You must have encountered this while handling a bulk update of 10,000 account records during a data migration in Dynamics 365 CRM. Although triggering a synchronous workflow in Dynamics 365 CRM… Read More »
On September 25, 2025, Microsoft launched a reimagined Marketplace, merging Azure Marketplace and Microsoft AppSource into a unified destination. This single hub allows users to discover, try, buy, and deploy cloud solutions, AI applications, and intelligent agents. The move simplifies procurement and integration of third-party solutions within the Microsoft ecosystem, delivering a seamless, streamlined experience… Read More »
If you work with Dynamics 365 CRM every day, you’ve likely faced this challenge: Two records for the same customer appear in your search results. Sales updates one record, while support logs a case in the other. Reports pull inconsistent data, frustrating your entire team. Duplicate records are one of the biggest hidden productivity killers… Read More »
Introduction While working on improving user account recovery scenarios, a common challenge often arises: how to securely allow a user to sign in and configure their authentication methods when their usual sign-in mechanisms (such as a mobile device or MFA method) are unavailable. To address this, Microsoft offers a feature in Azure Active Directory (Azure… Read More »
Organizations rely heavily on Dynamics 365 and SharePoint integration to streamline collaboration, document management, and business processes. However, poor SharePoint performance can create bottlenecks that impact user productivity and business efficiency. This blog will explore how to improve SharePoint performance in Dynamics 365 through proven strategies, key challenges, and security best practices. Why SharePoint Performance… Read More »
Investing in Dynamics 365 CRM is easy. Driving adoption across your team? That’s the real challenge. Research shows that over 60% of CRM projects fail to deliver ROI—mainly due to low adoption. You might be asking yourself: Are my sales reps really using CRM every day? Is my customer service team logging cases properly? Do… Read More »
Custom prompts in Power Apps enable makers to embed generative AI directly into business applications, solving unique challenges with advanced intelligence. Once built and validated using the Power Apps Prompt Builder, these AI-powered prompts can be seamlessly integrated into your app via Power Fx functions, making AI-driven experiences simple and scalable. In this blog, we’ll… Read More »
Are you experiencing storage capacity issues with Dynamics 365 while attempting to maintain secure document access across your organization? You’re not alone. As businesses increasingly rely on Dynamics 365 CRM for critical operations, two major challenges consistently emerge: skyrocketing storage costs from attachments and complex security management between Dynamics 365 and SharePoint. But wait! There’s… Read More »
“As 65% of the world’s population sends and receives SMS messages, it has become the go-to way for businesses to market their products & services.” But most of them are still juggling between external SMS tools and their CRM systems, leading organizations are discovering the power of a text dynamics CRM integration. The results show… Read More »
Microsoft’s Dynamics 365 Field Service mobile app empowers field technicians to manage tasks, log inspections, and ensure compliance directly from their mobile devices or browsers. A core feature of this platform is the Inspection Template, which helps technicians record system status quickly and accurately on-site. Traditionally, building inspection templates were a manual, time-consuming process. However,… Read More »