Top 10 CRM Software Blog Posts of 2024

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As we wrap up another year, we would like to acknowledge the contributions of our members. We appreciate all 335 informative articles written by our Microsoft Dynamics 365 experts, but some particularly stand out.

What were the hot topics for our CRM Software Blog readers in 2024? We saw articles about how-tos, comparisons, and the introduction of apps top the list in 2024.

Here is a list of the top 10 most popular blog posts on the CRM Software Blog in 2024. We based our picks on the highest quality scores, including traffic, reader engagement, writing style, and more.

Top 10 CRM Software Blog Posts of 2024

 

1) How To Build A Customer Journey Map with Microsoft Dynamics

by emfluence Marketing Platform

Creating a customer journey map is a vital part of understanding and improving your customer experience. With Microsoft Dynamics, you can build a comprehensive and effective customer journey map that helps you visualize your customers’ interactions with your brand. The customer journey is broadly defined as the steps a potential buyer could take toward becoming your customer.

2) How To Setup A Dynamics 365 Integration With Sharepoint

by Connecting Software

If you are looking for a CRM / SharePoint integration and your CRM is Dynamics 365 Customer Engagement, we have good news for you. Microsoft offers a native SharePoint integration in Dynamics 365, which many companies opt for due to its straightforward implementation process and numerous associated benefits.

3) Pros and Cons of Concurrency Control in Power Automate Flows

by Connecting Software

For CRM professionals leveraging Power Automate to streamline their workflows, understanding the nuances of concurrency control is crucial. Concurrency control in Power Automate allows you to manage how many instances of a particular flow can run at the same time.

4) Word Document Templates That Use FetchXML for Complex Data Retrieval

by Rockton Software

Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data.

5) Dynamics 365 Record Hierarchy

by ACE Micro LLC

Dynamics 365 (CRM) has a neat feature, Record Hierarchy, that can be easily overlooked, but can provide great visual insight into your customers. In this post, we will explore the components that make up this feature.

6) Understanding Microsoft Dynamics 365 Customer Engagement (CE)

by Synoptek

Microsoft Dynamics 365 CE improves the employees’ ability to collaborate and streamline their communication with customers. In this post, you will know some of the reasons why Microsoft Dynamics 365 CE is one of the most popular CRM solutions in the market.

7) Field Limits in Dynamics 365: How Many Fields Is Too Many Fields?

by Beringer Technology Group

There are different limits on the amount of fields that can be added to an entity in Dynamics 365, and there is currently no way of seeing these limits in Dynamics 365 before you reach them. Once you reach the field limit, you may begin seeing SQL errors that can be difficult to resolve, especially in a Production environment.

8) Dynamics CRM Workflows: Wait vs. Timeout

by ClickDimensions

When creating a workflow in Dynamics CRM you may find that you need to insert a delay between one step and another. There are two main ways to accomplish this: a Wait Condition or a Process Timeout.

9) How To Track Emails To Dynamics 365 With The New Outlook

by Connecting Software

In the Microsoft ecosystem, this refers to automatically creating email activities in Dynamics 365 Customer Engagement when email messages are received in Outlook. In this article, we present how to track Outlook emails to Dynamics 365 Customer Engagement within the new Outlook – although we know this is often a task that users tend to avoid or forget in any version of Outlook.

10) Dynamics 365 CRM Alerts: Native Notifications vs. Alerts4Dynamics – Which One Is Right For You?

by Inogic

Microsoft Dynamics 365 CRM offers in-app notifications for quick updates like new record creation, a more robust alert management solution becomes indispensable for establishing an effective sales communication system that covers a variety of sales events. Introducing Alerts4Dynamics by Inogic, the ultimate Dynamics 365 CRM alerts and notification management solution.

Stay Up to Date on Microsoft Dynamics Top Trending Topics

Keep up to date with trending articles in 2024 by regularly checking:

https://www.erpsoftwareblog.com/

https://www.crmsoftwareblog.com/

https://www.erpsoftwareblog.com/cloud/

Written by CRM Software Blog Writer, https://www.crmsoftwareblog.com/

The post Top 10 CRM Software Blog Posts of 2024 appeared first on CRM Software Blog | Dynamics 365.

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