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Integrate Excel with Dynamics 365

Integrate Excel with Dynamics 365
Many people still use MS Excel today, and for good reason. It's a well-established spreadsheet program that has powerful features for calculating complex data and much more. What it lacks though is enhanced security for sharing, change tracking (unless you are using it in SharePoint, inability to track historical performance & numbers and the inability to capture activities.

Covid-19 and the mad rush to work from home

The advent of Covid-19, a Coronavirus, is accelerating a trend we have been seeing with our clients for many years.  Employers are seeking out the best person for the job regardless of where they may be located.  Many of our clients have employees scattered around the country, and some are using people resources from around the world.

Channel Properties in Dynamics

Channel Properties in Dynamics
Automatic Record Creation Rules are a great way to evaluate and take action on items that enter queues in Dynamics. They allow you to create and update records, send emails, and start child workflows. This functionality is powerful enough on its own, but if you've ever worked with Automatic Record Creation Rules in Dynamics you've probably noticed the option to use Channel Properties in Dynamics.

Improve Efficiency with XRMToolBox

Improve Efficiency with XRMToolBox
As a Microsoft Dynamics CRM professional I sometimes receive configuration requirements that, despite how powerful the system is out of the box, can be repetitive, time-consuming, frustrating, and downright impossible.

Microsoft Dynamics 365, InsideView and Predict – What you need to know!

Over the past few years, many organizations have come to rely on InsideView and Predict integrated with their Microsoft Dynamics 365 Online applications. With no additional charge for either solution, companies have been able to enhance lead generation, marketing efforts, industry knowledge and predictive modeling in addition to all of the other out of the box value that Dynamics brings to the table.