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Salesforce to Dynamics 365 Migration: 5 Critical Issues

A Salesforce to Dynamics 365 migration could be fairly straightforward if your company and business processes are...

Chris Capistran March 2, 2022

Power BI, Google Analytics, Sales, Marketing in 1 Dashboard

Integrating Power BI, Google Analytics, Dynamics 365 Sales, and Dynamics 365 Marketing into one dashboard is not only...

Annie Hall October 27, 2021

Create Sales and Marketing Alignment with Dynamics 365

We all know the dirty secret of the business world that many companies still don’t talk about openly. Many times, the...

Annie Hall October 27, 2021

Power BI Drill Through: Single Reports for Your BDRs and CEO

Power BI makes it easy to create reports and dashboards that summarize very complicated data sets and analyses, but...

Annie Hall September 24, 2021

Power Automate Word Template

Generating Power Automate Word templates to send by email or later use in record keeping is an easy, useful hack for...

Savva Martyshev July 23, 2021

Automating the Approval Process

Dynamics 365 and Microsoft’s Power Platform allow you to automate tedious tasks and gain time back in your day, while...

Maddie Cipinko July 22, 2021

Letting Power Automate Do the Work

Everyone can benefit from having a bit more time in the day. The problem is that a) days are not getting any longer and...

Maddie Cipinko June 22, 2021

Must-Ask Questions Before Migrating to Dynamics 365 Online

You know your current on-premises customer relationship management (CRM software) system needs an upgrade. And,...

Chris Capistran April 2, 2021

Pricing Dynamics 365 Online? Here are 7 Reasons to Migrate

There are probably some good reasons your organization has put off upgrading your on-premises Microsoft Dynamics...

Chris Capistran March 31, 2021

Dynamics 365 Customer Voice for Membership Metrics

Keeping a pulse on your membership has always been a challenge, and COVID hasn’t done us any favors. If anything,...

Maddie Cipinko March 23, 2021

A Major Change for Modern Accreditation Management Software

Older accreditation organization remember some of the challenges we discovered when started working with our first...

Chris Capistran March 8, 2021

Power BI vs Dashboards in Dynamics 365: Our Showdown Report

If your team is using Microsoft Dynamics 365, there are some powerful data analytics capabilities at your disposal. If...

Annie Hall February 26, 2021
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