Display Power BI Visualizations in Dynamics 365 Dashboards
Posted by Erin Karatkiewicz in Dynamics 365, Dynamics CRM, Microsoft Dynamics 365, Microsoft Dynamics 365 Data, Microsoft Dynamics CRM Data | 0 comments
Power BI is as powerful as it sounds, and we now have the option to incorporate Power BI charts and data visualizations in Microsoft Dynamics 365 (and Dynamics CRM). Here's how to do it.
Data Migration and Integration Deserve Respect | Part 1
Posted by John Clifton in Dynamics CRM, Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM Data | 0 comments
This is the first of a two-part post intended to get you thinking about Microsoft Dynamics CRM data migration and integration prior to the start of your project. Remember data is one of the most important assets any company has, it's vital to understand the needs of the client and the role a consultant plays.
Microsoft Dynamics CRM – 4 Simple Steps for Importing Leads and Contacts
Posted by Mark Abes in Dynamics CRM, Microsoft Dynamics CRM Data, Microsoft Dynamics CRM partner, Sales Process Management | 0 comments
This blog is another in my series of basic Microsoft Dynamics CRM tips for sales professionals. Like me, you’re probably interested in importing Leads and Contacts into CRM for the purpose of email nurturing or cold calling. This process is not too difficult, so I’m going to show you how it’s done.
Does Your CRM Data Resemble the Walking Dead?
Posted by Mark Abes in Dynamics CRM, Microsoft Dynamics CRM, Microsoft Dynamics CRM Data, Microsoft Dynamics CRM partner, Sales Process Management | 0 comments
You try to ignore it. You try to work around it. You tell yourself it wasn’t your fault. You blame it on the previous admin. You blame it on the old system. You hope it doesn’t destroy your reports. You pray it doesn’t devour your storage. You hope that you can go one more day, one more month, one more year without having to face it. I’m asking you right now. Does your CRM data resemble the walking dead? If it didn’t get you today, it’ll get you tomorrow. YOU CAN'T ESCAPE ZOMBIE DATA!!!