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Microsoft Dynamics CRM was a software package that serves the broad range of customer relationship management (CRM) requirements of organizations and businesses around the world. A phenomenal tool with remarkable features, it supports mainly Sales, Marketing and Service (help desk) service functions.

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Microsoft released the new Microsoft Dynamics 365 in late 2016. As a comprehensive software package, it facilitates the fusion of CRM and ERP cloud services focused on a specific business process. It incorporates a suite of module-based business processes into one like Field Service, Sales, Project Service Automation, Customer Service, Marketing, Financials, and Operations. The customization of Dynamics 365 is the key to expedite your process towards achieving targeted business objectives.

Therefore, the customization of Dynamics CRM offering plays a vital role in achieving specific organizational objectives. Most of this customization is hassle-free and does not require much investment. A system administrator or system customizer security role, or equivalent privileges can quickly perform the customization task. For complex business requirements, Dynamics CRM provides a Software Development Kit (SDK) for developers. It helps customize the business logic or integrate Dynamics CRM with applications like SharePoint, MS Outlook, etc.

Microsoft Dynamics Configuration Capabilities

 In Microsoft Dynamics 365, configuration utility is vital to operate and manage CRM. It improves UI designs, field settings, business process flows (BPF), security settings and more. Organizations can define business processes more efficiently by adopting various configuration capabilities that best fit their business requirements.

The basic level of dynamics CRM customization can be performed within the user interface of the CRM and does not require much of technical expertise. It revolves around situations like writing workflows for various tasks, changing the data at dashboards, setting data filters for priority or essential information, and more. Here are some of the things where one can have customization with no-code configurations:

This level of customization requires technical proficiency of the higher-order to incorporate specific functions into the CRM system. It requires the organizations to go to the CRM backend and develop the functionality from scratch. It involves creating a custom module to meet particular business needs or integrating any third-party software. Some of the things where an advanced level of dynamics CRM customization is required are listed here:

The CRM solution from Microsoft Dynamics 365 is a fantastic tool to customize, deploy, integrate and extend. It offers a pool of opportunities for enterprises to create highly customized & integrated applications and achieve their business goals more efficiently.

Your business may need Microsoft Dynamics CRM customization to handle complex integration with other applications, or for a custom screen, reports, or business workflow. Leveraging Microsoft Dynamics CRM development and customization services tailored to your business needs can help improve both your business efficiency and productivity.

As a small or a mid-sized business owner, it becomes difficult to balance business growth and manage customers simultaneously. That is where a customer relationship management (CRM) system can help you to effectively manage customers and aid you in focusing on business growth.

Small and mid-sized businesses have been utilizing QuickBooks accounting software to carry out numerous accounting functions for decades. Quickbooks has gained popularity due to its user-friendly features and the industry-specific versions offered, which have helped it capture nearly ninety percent of the accounting market.

Power BI provides interactive visualizations and business intelligence via a simple user interface that makes it so anyone can create their own dashboards and reports. Getting your organization trained and up and running is easy. First, you can download Power BI Desktop for free to start building reports. To get the full benefit of the solution, user licenses are recommended, which are quite affordable.

Power BI offers many visuals out-of-the-box, with many more available from Microsoft and Microsoft Partners in the Microsoft AppSource. There are also options to create custom Power BI visuals that can even be published and shared with the Microsoft community.

Power Query allows you to connect many different data sources to create reports, insights, and data visualizations like charts or graphs. All your sources of data from an Excel spreadsheet, a cloud-based or on-premises hybrid data warehouse can all be synthesized. On the note of Excel since it is so commonly used already to convert tables to visualizations: as you may have guessed, Excel works seamlessly with Power BI. You can connect Excel queries, reports, and data models to Power BI dashboards to broaden your data analytics and visualizations.

Multiple filtering tools such as cross-filtering, drill-through, and drill-down and drill-up are available. Cross-filtering gives you more control over applying filters when working with related tables by allowing you to apply filters to one or both sides of a table relationship. Drill-through allows you to create a page in your report focusing on a specific entity. Drill through will take you to the focused page for details filtered to that context. To explore in-depth details about your data, you can drill-down or drill-up. When a hierarchy is in place on a visual, drill-down will provide additional details on a specific data point. When hovering over a visual, you will see drill up or down options if a hierarchy is in place.

Performance Analyzer measures the performance of report elements such as DAX formulas or visuals and displays what is most and least resource-intensive, allowing you to make changes as you need, such as getting a report to generate faster.

Power BI is available in 43 languages, and accessible worldwide with 40 primary and backup datacenters. You can choose the data center closest to you to optimize performance. Power BI has the largest global footprint compared to its competitors.

JourneyTEAM was recently awarded Microsoft US Partner of the Year for Dynamics 365 Customer Engagement (Media & Communications) and the Microsoft Eagle Crystal trophy as a top 5 partner for Dynamics 365 Business Central software implementations. Let JourneyTEAM show you how to put your data to its best use with Power BI. We can provide demos and full custom introductions. Contact JourneyTEAM today!

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security, and more. www.journeyteam.com 152ee80cbc

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