If you use Microsoft Dynamics 365 CRM, it’s pretty much impossible to avoid views. They give us our helicopter view of the data in our tables as well as being the most common way that we access our records. The columns at the top of our views had a bit of a revamp a few years ago and we’ve got used to the little set of options that this introduced. It seems that more changes are rolling out. Looking round various systems, we’re starting to get some more options. 

If you use the Customer Services element of Dynamics 365 CRM, the main table you’ll probably be interacting with will be Cases. This is where you log and keep track of your, well, Cases – you could refer to them as tickets, incidents or issues but they’re the same type of data and will probably be stored in the Cases table.
If you’re using a custom table in CRM or even another system for this type of data, it might be an idea to look at Dynamics 365 Customer Services so that you can get all the benefits of this ever-improving piece of functionality.

Earlier this year, Microsoft announced an update to commercial pricing on specific Dynamics 365 Apps which will kick in from 1st October 2024. Get up to speed with this increase and find out what's next.

Working in an ever-evolving industry means staying up to date with the latest product updates. It’s something that’s incredibly important when it comes to supporting our customers too which is why we sent several members of our CRM & Power Platform team to the European Power Platform Conference in Brussels. They got to hear from leading experts in the field and bring back even more knowledge and information, ready to further support our customers.

When it comes to quoting, both Microsoft Dynamics 365 Business Central and Dynamics 365 CRM offer great capabilities – but which one should you use? Should you use both? How should it all be integrated? And what are the pros, cons and best practices to be taken into consideration? 

Are you working in the Building Materials industry but feel that your current Customer Relationship Management (CRM) system is stopping your business from growing?

Are you struggling to locate customer data and keep track of interactions?

Does your sales team waste time on procedures that could be streamlined? Do you find yourself duplicating opportunities for the same project?

Are you aware of the impact that samples can have on your sales opportunities?