Microsoft Dataverse is the backbone of the Power Platform, offering a unified, secure, and scalable data platform that empowers businesses to seamlessly manage and store their data. When used with Dynamics 365 (D365) and Business Central, Dataverse enables powerful data integration across systems—simplifying workflows, enhancing app development, and ensuring data consistency at every step. Key…
Aligning your teams to the right regions is more than a strategic move—it’s a competitive advantage. Using basic territory management in Dynamics 365 CRM, organizations can automate, visualize, and optimize their sales regions with ease. However, the platform lacks several native functionalities essential for comprehensive territory mapping, advanced categorization, and other critical features, limiting its…
Microsoft SharePoint is not part of Microsoft Dynamics 365; however, it often feels like it due to the highly popular SharePoint integration offered by Microsoft. This connection provides several advantages for organizations utilizing Dynamics 365. Let’s explore some of the key benefits. Why Move Documents from Dynamics to SharePoint? Storing your documents outside of…
DynamicsCon keeps getting bigger and better. DynamicsCon 2025, took place from May 13th to May 16th at the Hyatt Regency in Chicago. This year’s conference featured over 350 outstanding educational sessions crafted by our incredible Dynamics Users Community. Watch the recap video: This immersive experience was filled with learning, networking, and insights into the latest…
Fed up with the ways you’re promoting your products and services? Tired of pushing campaigns that barely give you quality leads? Look the other way round. Your audience is probably feeling the same way. They’re bombarded by emails, ads, calls, bots — every brand is fighting for attention. So naturally, they’ve been tuned out. They…
Let’s be honest—navigating relationships in Dynamics 365 can feel like playing detective. Endless tabs, disconnected records, and jumping between views just to understand how one contact links to an opportunity or case. Sounds familiar? That’s exactly what the new Custom Page feature in Map My Relationships App is here to fix. Whether you’re in Sales,…
Dynamics 365 Sales has introduced a slew of new capabilities and updates designed to make selling smarter, faster, and more personalized. But with so many updates, it can be time-consuming to understand which ones will truly make a difference for your business. That’s why we’ve done the legwork for you. In our latest webinar, we…
Most CRM platforms aren’t designed to meet strict compliance standards out of the box. For biotech and pharma manufacturers bound by ISO-13485 regulations, that’s a big problem. In our latest episode of Not Your Grandfather’s CRM, we showcase a solution: a purpose-built complaint tracking system developed in Power Apps. This low-code app helps our client…
Streamline Business Operations by Automating Data Workflows in Dynamics 365 CRM and ERP Automation isn’t just about saving time—it’s about eliminating repetitive, error-prone data tasks so your team can focus on what matters most. If you’re using Microsoft Dynamics 365 CRM or ERP, automating data workflows can streamline operations, reduce errors, and accelerate your business…
In a world increasingly driven by automation, businesses face a familiar hurdle: how to efficiently use AI to work with documents stored locally across various departments. If you’ve ever wished for a digital assistant that could pull key data from a file on your desktop and turn it into a pre-drafted email, attachments included, then…