Reading Time: 3 minutesWork 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 […]
Reading Time: 2 minutesAutomatic 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, […]
Reading Time: 6 minutesWe 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 […]
Reading Time: 2 minutesHow 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 […]
Reading Time: 2 minutesHard 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 […]
Reading Time: 2 minutesWhy 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 […]
Reading Time: 2 minutesWhy 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 […]
Reading Time: 3 minutesOne 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 export a quote to PDF from the CRM report and then finally get a chance to send it […]
Reading Time: 3 minutesE-Mail to Case Automation Email to Case Automation involves converting inbound emails received at your companies support or sales mailbox directly into 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 the case? The traditional approach in CRM would […]
Reading Time: 2 minutesReport Scheduler add-on WORK 365’s Dynamics 365 Report Scheduler add-on enables easy scheduling of CRM data and works for CRM Online as well as On-Premise. Using WORK 365’s Dynamics 365 CRM Report Scheduler solution, you can automatically send reports (CRM View) via email to your colleagues, executive management, and non-CRM users in a recurring weekly or […]
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