Nowadays, it seems that most companies are using more than one business application. Each application has its own unique features and provides value to different departments. To improve user adoption, some of the applications are likely integrated with one another.
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.
Most business owners are too busy running their respective offices to be concerned about optimized security settings and other technical matters. To spare them the agony of deciphering IT jargon, here are three easy ways to prevent data theft. Cover your webcam If Facebook founder Mark Zuckerberg, former FBI Director James Comey, and National Security […]
Not every business owner who migrates to the cloud achieves great results. As much as the service is touted with words like “freedom,” “productivity,” and “collaboration,” realizing the full benefits of the cloud is not a given. So if you’re thinking about transitioning to the cloud, how can you ensure you optimize the technology for your business? Well, it all starts with your attitude before migration. Here are some mental shifts you should make before getting started.
Constantly using passwords on a smartphone can be a pain, not to mention a high security risk. Luckily, popular mobile browsers like Chrome and Firefox Lite are now supporting biometrics for authentication to make logging in to social media, email, and online shopping accounts easier and more secure. Here’s what you need to know about […]