As Microsoft continues to blur the lines between Dynamics 365 and PowerApps, so does it continue to redefine how Dataverse (formerly Common Data Service) storage is measured and billed. In the age of remote work, cloud solutions like Dynamics 365 and CRM for Distribution are going to be more important than ever for business continuity.
What are Dynamics 365 Virtual Entities?
Microsoft Dynamics 365 Virtual Entities let you experience data in a whole new way. Virtual Entities allow you to "peek" into external data from a foreign system, without having to migrate and store data in your Microsoft Dynamics 365 and CRM for Distribution environment.
Is your organization feeling stale? Do you have data, but do not know how to leverage it? Do you need more data, either from your team or external sources? Does your team lack efficiency? If you have answered "yes" to any of these, then you should check out the Microsoft Power Platform.
Your everyday end users have the biggest impact on data integrity. How do you ensure they are doing their best work and leveraging the tools of the system? If possible, involve end users early in the decision-making process when upgrading to CRM for Distribution.
Automatic Record Creation Rules are a great way to evaluate and act on items that enter queues in CRM for Distribution. 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 have ever worked with Automatic Record Creation Rules in CRM for Distribution you have probably noticed the option to use Channel Properties.
As a Dynamics 365 solution for Wholesalers and Distributors, CRM for Distribution has so many awesome features. In the following content, we are highlighting the top 5 features we want everyone to know about!
Bidirectional integration between ERP and CRM
Each customer, Ship To, Vendor, Supplier, Order, Quote, Invoice, Contact, Item, Price List, Activity, Opportunity and so much more can be found in one convenient place.