Dec 11, 2025 · 5 min read · Auto Save in Microsoft Dynamics 365 Customer Engagement (CE) can be useful, but there are many business cases where it becomes a problem. You may need to block auto save when: A Canvas App or dialog is collecting additional data Auto-save triggers ...
Join discussionNov 9, 2025 · 4 min read · Customer Relationship Management (CRM) systems have become critical for businesses looking to streamline sales, improve customer experiences, and enhance operational efficiency. Among the leading CRM platforms, Salesforce, Microsoft Dynamics 365, and...
Join discussionNov 8, 2025 · 4 min read · If you’ve spent enough years building in Dynamics CRM, you start noticing patterns in how customers interact with the system. The questions repeat, the workflows repeat, even the way users type the same three phrases into the system repeats. So when ...
Join discussionOct 8, 2025 · 10 min read · Introduction: What We Are Integrating And Why It Matters Phone calls still matter. Microsoft reported over 20 million Teams Phone PSTN users for the past year, showing that cloud telephony is now mainstream for enterprise calling. If your CRM is wher...
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Oct 2, 2025 · 10 min read · The Role of Dynamics 365 in the Modern Sales Landscape Sales is no longer a linear process – it’s an ever-evolving journey across multiple channels, customer touchpoints, and decision-makers. According to Gartner, by 2025, 80% of B2B sales interactio...
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Sep 26, 2025 · 2 min read · In Dynamics 365, knowledge articles often come with file attachments (such as PDFs, images, or documents) stored in the msdyn_kbattachment entity. If you want to retrieve these attachments programmatically, you can use FetchXML to query the related r...
Join discussionSep 25, 2025 · 3 min read · In the fast-paced world of business management, picking the right customer relationship management (CRM) tool can make or break your growth plans. As we head into 2025, companies are weighing options like Microsoft Dynamics 365 against user-friendly ...
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Sep 22, 2025 · 11 min read · If you’ve worked in Dynamics 365, you know the platform is powerful, but it can also feel like driving a race car with the handbrake on. That’s why so many companies layer in D365 collaboration apps to keep projects moving, people aligned, and inform...
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Sep 19, 2025 · 12 min read · The world of commerce is moving faster than ever. What used to be a simple transaction is now a complex digital journey, and success depends on a unified, intelligent system that connects every part of your business. This is a market on the rise. By ...
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Sep 18, 2025 · 10 min read · Why the Distribution Industry Needs D365 Distribution Apps The distribution industry thrives on efficiency, speed, and accuracy. From managing complex supply chains to coordinating warehouse logistics and processing multi-location orders, distributor...
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