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Avoiding Duplicates with the D365 / CRM Outlook Add-On

When using Outlook with CRM, uesrs often find themselfs with many duplicate contact records. There are a few ways a user can leverage the sync filters to only have the records desired, but planning and standards should be set to ensure data will stay correctly sync’d. By following a few simple rules of thumb, duplicate records can be avoided and make the Outlook sync a better expirence for all. 

Salvatore Montini by Salvatore Montini

No-Code Configurations for Dynamics CRM – Part 2

This is the second article on how you can configure Dynamics CRM without writing code. In Part 1, I described the configuration options with System and Custom entities, as well as explaining how to use Business Rules. In this article, I will describe how you can configure Dynamics CRM using Workflows and Dialog, Business Process Flows, and Dashboards/Reports.

John Adali by John Adali

VIDEO: CRM Project Service Automation

Learn how Dynamics CRM Project Service Automation manages resources, project plans, budgets, and expenses, using Field Services predictive machine learning to schedule and disperse equipment and resources.

Dan Fink by Dan Fink

Azure AD Connect General Availability Announced

Last week Microsoft announced the General Availability of Azure AD Connect. With this release all existing Azure AD and Office 365 customers should start planning their upgrade of their existing directory synchronization tools to Azure AD Connect.

Bill Hughes by Bill Hughes