Real-time Workflows
Skype for Business: PSTN Calling Integration with Dynamics CRM

For many organizations using Dynamics CRM and looking to improve the speed of their team calling clients, the PSTN calling integration with Dynamics CRM that Microsoft has developed for their

Office 365 Showcase
The CRM Minute: Office 365 Showcase [VIDEO]

We’ve got an Office 365 showcase for you today! Office 365 delivers the power of cloud productivity to businesses of all sizes, helping you save time and money and free

OneNote Integration
How can Microsoft OneNote help my organization take better notes in Dynamics CRM?

Microsoft OneNote is a computer program that lets users take notes, either handwritten or typed, create drawings, and attach documents, but that’s not all it can do! Did you know

An Introduction to Office 365 Groups for Dynamics CRM

Office 365 Groups were unveiled for Microsoft Dynamics CRM 2015 Update 1 (preview mode), but what are they? Basically, they take existing Microsoft Office 365 products such as Outlook, OneNote,

Tips and Tricks for Using the Outlook Client and Dynamics CRM

Are you a Dynamics CRM user who prefers utilizing the Outlook client over the web client? If so, today’s blog is for you! Read on for some handy tips and

Get a Better Understanding of the SharePoint Online Integration with Dynamics CRM Online

When looking at your Dynamics CRM system, you may start to wonder, “Where do I store the documents I want to associate with a specific record?” Natively, CRM systems are

The CRM App for Outlook: Getting Things Started

When interfacing Dynamics CRM through Outlook, you have three options. The first option is Using Server Side Synchronization and Folder-Level Tracking to Enable Email Tracking from Any Device. The second

Get Those Power BI Tiles Embedded in Your CRM Dashboards

For several years now, we have had the powerful analytics capability of Power BI. First as Excel add-ins and the Power BI Desktop tool since 2015. With the original Power

Webinar Today: Exploring Office 365 Groups and How They Interface with Dynamics CRM

If you’ve ever looked for a way to involve both internal employees and external vendors, customers, etc. in projects or conversations, Office 365 groups might be exactly what you’re looking

The CRM Minute: The Mystery of “The Cloud” [VIDEO]

We hear the term “cloud” used in the business world on a regular basis, but if you’re like a lot of people, “cloud” is something you know, but might not

What is Microsoft Sway and How Can I Use It?

If you’re a fan of PowerPoint, you may have heard about Microsoft’s latest presentation tool, Microsoft Sway. With Sway, you can create and share presentations like never before! In today’s

Password Expiration for Office 365 and CRM Online

As CRM Online becomes more and more popular, one of the issues that seem to pop up is the expiring of passwords. These usernames\passwords are inevitably changed when an integration