How to Prioritize Customer Service with CRM and Microsoft Dynamics 365 In today’s fast-paced business environment, delivering exceptional customer service is crucial—especially during critical support interactions. However, many organizations lack a structured methodology to assess and prioritize support requests effectively. Without a clear system, every issue may seem like a high priority, diluting the urgency…
Without granular, policy-based access controls, there is no way to enforce PoLP, leading to overexposed data, increased cybersecurity risk, and potential compliance violations, particularly when handling Controlled Unclassified Information (CUI) under NIST SP 800-171 and SP 800-53. Example Risk: Sales representatives in Dynamics 365 should access customer invoices, but without microsegmentation, they might also view legal contracts or…
Got the below error while trying to update a field on the Order when it is read-only from a button using JS (Used custom security roles). Below is the error log downloaded, and the Out of the box plugin is preventing the update after the Order status changed. Exception Message: Cannot Update a Read-Only EntityErrorCode:…
Stop issuing RFPs for CRM projects. Do this instead. As IT developers, you understand that a well-architected CRM solution is the backbone of a scalable and efficient business operation. Microsoft Dynamics 365 CRM and the Power Platform provide a cloud-based, extensible framework that modernizes workflows, enhances customer engagement, and integrates easily with existing enterprise systems.…
https://www.crmsoftwareblog.com/wp-content/uploads/Service-Case-Approval-Process.mp4 Managing customer service cases in the metals industry involves multiple steps—from logging the initial issue to tracking claims and assigning tasks. But one of the most critical stages is ensuring proper approval before a case is closed. Without a structured process, approvals can become a bottleneck, delaying resolutions and impacting customer satisfaction. With a…
We’re thrilled to announce a strategic collaboration between Catapult and Cosmos Forms that will change the way businesses manage their field service operations going forward. By combining our expertise in Dynamics 365 CRM with Cosmos Forms’ automated, mobile-first forms and workflows, we’re creating better, more effective solutions that will enable field service teams to perform…
Many users don’t realize that adjusting personal settings in Dynamics 365 can enhance productivity, improve navigation, and prevent common errors—saving valuable time and frustration. Customizing these settings ensures a more efficient workflow, allowing users to spend less time navigating their CRM and more time focusing on business goals. From setting a default Pane and Tab…
Ready For CRM? Start Here! 6 big benefits to tapping a CRM champion CRM offers tremendous opportunities for businesses to build better relationships with their prospects and customers. But CRM is not a magic wand. It requires a commitment to strong, cohesive business processes, as well as top-down buy-in to your CRM system. Those commitments…
As a business owner, manager, or finance professional, you know that communication is essential for your team to reach their goals. But sometimes, it feels like you’re juggling too many applications, doesn’t it? While your CRM provides you with tools to handle the customer journey, your team has an endless stream of emails and instant…
Understanding the Pain Points of SMBs Small and mid-sized businesses (SMBs) face unique challenges in managing customer relationships, streamlining sales processes, and scaling operations efficiently. Limited resources, disconnected systems, and manual workflows often hinder growth, making it essential to adopt a solution that centralizes data, enhances collaboration, and drives revenue. Common challenges faced by SMBs…