Dynamics 365 Solutions for Common Challenges of Law Firms
We’ve created a series exploring how Dynamics 365 transforms various industries. In this blog, we focus on its impact on law firms. The #1 Challenge Facing Law Firms The …
Tag: ERP
CRM for MSPs: How to Build a Scalable Growth Plan – A C-Suite Leader’s Guide
Growth is the objective of every MSP, whether you’re aiming for strategic expansion or setting up for acquisition. Larger players are scaling rapidly, while many smaller MSPs are positioning …
How to capture user questions asked to Copilot in Dynamics 365 CRM using Power Automate
As Microsoft’s Copilot becomes an integral part of the Dynamics 365 CRM ecosystem, understanding how users interact with it has become essential for businesses aiming to enhance their digital …
CRM Success Starts Here: Discover Our Seamless Dynamics 365 for Sales Implementation Plans
In today’s fast-paced digital landscape, businesses can’t afford a slow or messy CRM rollout. Whether you’re moving from spreadsheets, another CRM, or upgrading your Microsoft ecosystem, your team needs …
#MapsAroundTheWorld: Exploring the World Through Maps and CRM Intelligence
Welcome to the first edition of our Maps Around the World series, where we blend light-hearted geographic insights with practical applications of CRM-integrated mapping tools. At Maplytics, we live …
Drive More Value with Your CRM
Feeling Overwhelmed with CRM? We Can Help! Is Your CRM System Helping Your Account Managers to Reach Their Goals? If you are embarking on a new CRM implementation …
Never Miss an Important CRM Alert Again: Introducing Snooze in Dynamics 365 Notifications
Staying on top of your Sales update through CRM notifications can be the difference between seizing an opportunity and missing out. But let’s face it—when you’re knee-deep in tasks, …
Using gridContext.refreshRibbon() to Dynamically Show/Hide a Subgrid Ribbon Button – Dynamics 365 / Dataverse
In Dynamics 365 / Dataverse, sometimes we want to show or hide a ribbon button based on a form field value. But when the button is on a subgrid, …
CRM Women in Business: Nicola Cadwell promoted to President and COO
Our Microsoft CRM Consulting team, Purely CRM, is thrilled to announce that one of our founders has been promoted to the role of President and Chief Operating Officer at …
Ultimate Resource Roundup to Microsoft Copilot Studio: Curated Resources, Tutorials & Insights
Whether you’re a developer building intelligent agents or a business leader exploring automation through AI, this comprehensive roundup is crafted to give you real value—one curated piece at a …