When organizations move to Customer Insights – Journeys, one question often comes up immediately: what happens to the consent preferences we already have? Your contacts and leads may already contain years of email preferences through fields such as Email and Bulk Email. Asking every existing customer to provide consent again is not only unnecessary, but… Read More: Your Existing Consent Data Shouldn’t Have to Start From Zero »
A sales team requests one additional field in Dynamics 365. Later, an automation uses that field to send notifications. Operations begins relying on the information to prioritise work. Management adds it to a dashboard. Another system eventually receives the data. Nobody planned to build a new business-critical process. Yet removing that original field could now… Read More: When Dynamics 365 CRM Development Creates a Shadow Architecture »
What happens when an important Microsoft Dynamics 365 CRM record disappears, and you realize it weeks or even months later? For many businesses, recovering historical CRM data isn’t as simple as creating regular backups. Accidental deletions, failed imports, integration issues, and long-term retention requirements can quickly expose gaps in a backup strategy. After years of… Read More: Introducing Backup4Dynamics: Long-Term Backup and Recovery for Microsoft Dynamics 365! »
As organizations increasingly adopt Microsoft Power Platform, managing hundreds of apps, flows, agents, environments, and connectors can become challenging. Administrators need a simple way to understand what resources exist, who owns them, which environments they belong to, and what connectors they depend on. To address this challenge, Microsoft provides Power Platform Inventory in the Power Platform admin… Read More: Power Platform Inventory: Simplify Power Platform Governance and Resource Management »
The easiest duplicate records to find are identical. The ones that create the biggest data problems often do not look like duplicates at all. Key Takeaways Duplicate Dynamics 365 records are not always exact copies of each other. Differences in spelling, formatting, abbreviations, and incomplete information can make duplicates difficult to identify. Exact-match duplicate detection… Read More: How to Identify Duplicate Dynamics 365 Records That Don’t Look… »
A consistent and visually appealing user interface can improve user adoption, productivity, and confidence when working with Dynamics 365. Dynamics 365 has traditionally provided built-in theming capabilities through the classic Themes feature. However, with the introduction of the modern, refreshed look for model-driven apps, Microsoft introduced a new theming approach called Modern Theme Overrides. Modern… Read More: Personalize Your Dynamics 365 Experience with Modern Theme Overrides »
Let’s talk about Canada for a second. Canada is the second largest country in the world. It covers nearly 10 million square kilometres. It has coastlines on three oceans. It has cities separated by distances that Europeans use to measure international travel. When Canadians say “it’s just a short drive,” they mean something categorically different… Read More: Why Cooper Equipment Rentals Stopped Planning Field Sales Like a… »
If you have been building agents in Microsoft Copilot Studio, you already know that building is only half the battle. The other half, and arguably the more important half, is making sure your agent actually works the way you expect it to before it reaches real users. That is where the Evaluation feature in Copilot… Read More: Copilot Studio Agent Evaluation: Single Response vs. Conversation »
You get the alert. Dynamics 365 tells you that you’re running low on storage, and the easiest reaction is to click “buy more.” But before you add another paid tier to your CRM bill, it’s worth asking a simpler question. Do you actually need more storage, or do you just need a better place for… Read More: Before You Buy More Dynamics 365 Storage, Try This Cloud… »
Managing multi-day bookings can be difficult when plans change for only a specific day or time period. The Cancel segments of a booking in aggregate views feature in Dynamics 365 Field Service allows schedulers to cancel only the required portion of a booking without canceling the entire booking. For example, a scheduler can cancel one… Read More: Cancel segments of a booking in Dynamics 365 Field Service »