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    Tools and Techniques to Reduce Dynamics 365 CRM Cloud Migration Effort
    0 Tools and Techniques to Reduce Dynamics 365 CRM Cloud Migration Effort

    Tools and Techniques to Reduce Dynamics 365 Cloud Migration Effort (on-premise to online)

    Over the last several years the SaaS versions of applications like Dynamics 365 have been the focus of product management departments at companies such as Microsoft. The online versions receive the pro...

    Make Your Data Work for You: The Answer to Microsoft Dynamics 365 CRM Data Retrieval
    0 Make Your Data Work for You: The Answer to Microsoft Dynamics 365 CRM Data Retrieval

    A common challenge for many Microsoft Dynamics 365 CRM users is the retrieval of “Reports” on a consistent and customizable basis. Not everyone who needs certain data sets has the necessary skills or knowledge to extract what they need, and even for those who are trained, manually extracting data is...

    Copying or Cloning a Dynamic Marketing List in Dynamics 365
    0 Copying or Cloning a Dynamic Marketing List in Dynamics 365

    Most of us using Dynamics 365 CRM would have come across a scenario where we need to re-create a marketing list which is very similar to an existing one.

    0 Downloading or Emailing Microsoft Dynamics CRM reports as PDF, word or excel document in just 1 click

    One common issue with Microsoft Dynamics CRM is generating reports and extracting that data into a pdf document format. This is process is cumbersome and involves a lot of steps and clicks. It can take about 13 clicks to expoort a quote to PDF from CRM report and then finally getting a chance to sen...

    0 Microsoft Dynamics 365 CRM Service Automation - Email to Case

    Email to Case Automation involves converting inbound emails received at your companies support or sales mailbox directly in to a support ticket or case in CRM.

    Now the first question that comes to mind is why we need to automate the conversion of email to case? The traditional approach in CRM would...

    0 Report Scheduler for Microsoft Dynamics CRM Online and On-Premise

    WORK 365 Report Scheduler add-on enables easy scheduling of CRM data and works for CRM Online as well as On-Premise. 

    0 Record Clone- Copy records in Microsoft Dynamics CRM

    Even though Microsoft Dynamics 365 CRM is packed with functionalities and features, there are a few gaps, which if overcome, could increase your CRM productivity and double the fun of working with it.

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