Dynamics 365 is a powerful customer relationship management (CRM) tool that allows users to manage their business processes effectively. One of the key features of Dynamics 365 is the ability to create custom views to display specific records based on defined criteria.

Have you seen some changes to your Dynamics 365 Online database recently?  Maybe some changes to the look and feel of your forms for your different records?  New icons around view names in the view selection window?

The debut of Microsoft Dynamics 365 2022 release wave 2 updates is upon us! One of the major changes in this update was to the Advanced Find functionality.

As in any database that is configured, HubSpot comes with default layouts and properties (i.e., fields).  Having the ability to customize what you see when you select a record is important in any environment.  Let’s discuss how we can update the default properties in the contact record, so we can see the data that we want to see in HubSpot.

In the past, when you selected the Invite Attendees option, you were able to just invite attendees to your meeting.  From there, you would select the Teams meeting and it would add the meeting to the invitation.  Recently, this has changed and now when you select the Invite Attendees button, a Teams meeting is automatically added.

Do you have multiple forms in Dynamics 365 that you would like to easily switch to by simply selecting a button? What about having someone answer a question by selecting a prompt?

If your response is “yes” to either of these scenarios, look no further than confirmation dialog boxes inside of Microsoft Dynamics 365. A selection window in Dynamics 365 can be customized so you can perform different actions with it.

Looking for an online platform that offers a great variety of tools at a very affordable price? Look no further than Zoho One. Zoho One is a platform of over 40 applications with different functions to enable your business to grow and succeed. Zoho One offers tools for all areas of your business: sales, marketing, support, HR, accounting, and operations.

Picking the right CRM platform can be tedious and down right confusing.  And once you’ve figured out that Zoho CRM is the right platform for you, now you must select what version will work best for your team.  We will review a few options that can help your growing business prosper.

Recently we have come across a new issue with the Microsoft Dynamics 365 for Outlook app.  Due to a summer update (August Office Insider Update) certain settings will prevent the add-in from displaying the tracking details pane, which is normally found at the bottom of your Outlook window when viewing tracked emails.

Do you use Act! and work on the go? Working on the go can be tough and arduous. Having to lug around a laptop so you can see and update your information can make this more difficult – especially because most of the time you must find an internet connection to work effectively.