Earlier in this space, we reviewed why anyone who wants to streamline the data delivery process should consider installing the Report Scheduler add-on for Dynamics CRM. The features of the Best Reporting App have been built specifically to address the pain points of regular data reporting experienced by any Dynamics CRM user. Recurring and Automated […]
Work 365 announced the launch of a new add-on for Dynamics CRM called ‘Email to Case Automation’ that enables automatic generation of support cases in CRM from emails. Email to Case Automation add-on for Microsoft Dynamics CRM allows companies that provide email based support to automatically create cases in CRM and route them to the appropriate support […]
Microsoft Dynamics 365 CRM is a great platform for small businesses and large enterprises alike. Whether online or on-premise, Dynamics provides effective solutions to a variety of functions, including sales, finance, account management, HR, and others. Building on this strong platform, the Report Scheduler for Microsoft Dynamics CRM enables easy scheduling of CRM reports, letting you automatically […]
Work 365 Email to Case Automation solution provides a very advanced level functionality for an automated email to case creation as compared to the out-of-box that is available in CRM. For more details refer to my earlier blog – Email to Case – limitations and comparison with Work 365 solution. We have observed that customers occasionally […]
Automatic Reporting is Need When it comes to Microsoft Dynamics 365 CRM, the most common pain points are user adoption and reporting. The inability to automate the delivery of actionable, relevant data on a regular schedule requires average users to be experts. Regardless of whether you use Dynamics as a sales manager, a finance professional, […]
We use Cases in Microsoft Dynamics CRM to track issues or problems that need resolution. When a constituent sends an email to the support mailbox (to an address you designate), the Work 365 Email to Case Automation add-on automatically creates a Case in CRM and auto-populates Case fields from the email body. To understand the […]
How to customize the management of multiple domains using WORK 365’s Delegated Admin App for Office 365 The larger your company, the more domains your IT department will likely be managing. And while Microsoft’s Office 365 has made overseeing user access and privileges for global administrators much easier, there are a few areas where Office […]
Hard to Migrate Dynamics 365 CRM Cloud Migration 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 product updates faster and there is a trend for customers to migrate their workloads to the Cloud/SaaS-based versions of […]
Why Report Scheduler Needs 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 a […]
Why Cloning a Marketing List Needs In Microsoft Dynamics CRM, Marketers works with data constantly and need to segment this data using filters from various fields. These filters are used to build marketing lists. Dynamics 365 uses Dynamic Marketing Lists which essentially means that members of this list itself are queried dynamically to satisfy the filter conditions. So […]
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