Dynamics 365 CRM and SharePoint Security (The Ultimate Guide)

SharePoint and D365 CRM are robust tools that can change the way businesses collaborate and manage their data. D365 offers comprehensive customer relationship management capabilities. It helps companies to streamline their customer service, marketing campaigns, and sales processes. On the flip side, SharePoint lets businesses create and manage libraries and sites within D365 CRM. You can customize libraries and sites to meet particular organizational needs. This enables effective storage and sharing of data, information, and documents. When integrated, these tools can create a seamless environment, enabling effective data management, workflow automation, and acquisition of real-time customer insights. They allow businesses to enhance their operations, boost collaboration, and provide outstanding customer experiences.

SharePoint Security

SharePoint provides various security models for managing access to content, lists, libraries, and sites. The primary security models in SharePoint are SharePoint Groups and Permission Inheritance.

These are groups of users who have identical permissions within a SharePoint site. You can create bespoke groups and assign specific permission levels to control access to resources within the site.

SharePoint employs a hierarchical permission structure where permissions flow from parent to child objects. This guarantees streamlined contact management and uniform permissions throughout the site hierarchy. 

Implementing Authentication And Authorization

SharePoint provides several authentication methods to authenticate user identities before granting access. Some examples of authentication methods are:

Managing User Permissions And Access Levels

SharePoint allows you to give specific groups or users permission to access particular resources. You can set permissions at diverse levels, such as folders, lists, sites, etc. Access levels determine what a group or user is authorized to do, such as edit, read, contribute, or have complete control.


Security In Microsoft Dynamics 365 CRM

Now, let’s understand the security model of Microsoft Dynamics 365 CRM:

Within CRM, user management entails creating and handling user accounts. It also includes allocating security roles and defining business units and teams. Roles determine users’ access and permissions, letting them see and edit pertinent data.

Permissions and access levels determine what a user is allowed or not allowed to do within the CRM system. D365 CRM provides several access levels like user, team, business unit, and organization.

Depending on the user’s access level or security role, field-level security empowers admins to limit access to specific fields within a record.

Record-based security limits access to individual records in a particular entity. This enables admins to control who can edit or view particular records.

CRM security auditing and compliance includes opportunity tracking and monitoring the activities of users. It ensures system security and adherence to regulations.

Features like data encryption, user access reports, and audit logging assist admins in monitoring changes and guaranteeing authorized use.

Businesses can better shield their data by taking advantage of the numerous security capabilities and features available. They can also make sure that the users have a suitable level of access to fulfill their job responsibilities.

Best Practices

Here are the best practices that you must follow for data protection, security, performance optimization, etc.

Designing Secure CRM or SharePoint Solutions

Security should be your primary priority when designing a CRM or SharePoint solution. Follow these best practices to design secure solutions:

Data Security And Disaster Recovery Strategies

Data security and disaster recovery tactics aid in guaranteeing that your data is safe and can be recovered in case of an unforeseen disaster. Follow these best practices for data security and disaster recovery:

Implementing Role-Based Security Models In CRM

Role-based security models empower you to give access to certain resources depending on the user’s role. Follow these best practices to implement role-based security models:

Optimizing Performance And Scalability

Optimizing performance and scalability guarantees that your platform can efficiently manage growing demands while delivering a positive user experience. Follow these best practices to enhance performance and scalability:

Integrating SharePoint and Microsoft Dynamics 365 CRM

Here are a few ways to integrate SharePoint with Microsoft Dynamics 365 CRM.

D365 CRM and SharePoint provide native integration features you can easily set up. You can configure SharePoint document libraries in CRM entities for related documents’ storage and lead management. This integration lets you link documents with CRM records, offering a smooth user experience.

For more complex integration cases, you can use custom code to establish a connection between CRM and SharePoint. Microsoft offers development frameworks and APIs that let developers create bespoke solutions. This method provides various automation and customization opportunities.

Within the Microsoft ecosystem, you can find countless 3rd party tools and connectors that facilitate the integration between Microsoft Dynamics 365 CRM and SharePoint. These tools provide pre-built connectors, templates, and sales automation functionalities to simplify the integration procedure.

Benefits of Integration Via SharePoint Security Sync

Here are some advantages of integration via SharePoint Security Sync:

SharePoint empowers teams to collaborate on projects and documents, seamlessly integrated with CRM to foster real-time collaboration. SharePoint Security Sync links folders and files across many SharePoint sites to streamline collaboration and access.

The integration provides comprehensive search, anonymous sharing, and other robust capabilities. Real-time integration capabilities facilitate the easier copying and moving of attachments from CRM to SharePoint. This ensures centralized storage and integrated essential information.  

SharePoint Security Sync’s Drag & Drop feature allows for swift migration and movement of documents. This saves time and optimizes the management of documents. These features boost the effectiveness and user-friendliness of the document management system.

Microsoft Dynamics 365 CRM and SharePoint are customizable and scalable platforms. The integration permits personalized solutions by customizing lists, CRM fields and entities, workflows, and document libraries.

SharePoint Security Sync provides support for a customized folder system and record folder structure based on specific criteria. This enhances the efficiency of CRM file management.

SharePoint Security Sync’s Drag & Drop feature allows for swift migration and movement of documents. This saves time and optimizes the management of documents. These features boost the effectiveness and user-friendliness of the document management system.

The document management capabilities of SharePoint, coupled with the customer data management of D365 CRM, centralize and organize data in a single platform. Real-time migration and Bulk Migration Jobs handle both present-based and historical migrations.


D365 CRM and SharePoint provide powerful tools that can revolutionize how businesses collaborate, manage data, and deliver excellent customer experiences.

Integration between Microsoft Dynamics 365 CRM and SharePoint creates a seamless environment where you can effectively manage data, automate workflows, and gain real-time insights.

By embracing the advantages of D365 CRM and SharePoint integration, you can create efficient, safe, and scalable solutions that propel productivity and success.

Samran Habib

Microsoft Power Automate introduce new features for Dynamics 365 CRM users

As per the recent announcements and releases, Microsoft Dynamics 365 CRM is now incorporating some new changes. Microsoft Teams will be more deeply integrated with Dynamics 365 Customer Service.

Teams chat will be integrated into Dynamics 365, allowing customer records of sales and service cases to be shared in Teams outside of their department or with supervisors and peers.

Contact centre agents will be able to collaborate with coworkers by sharing AI-generated conversation summaries to solve customer issues faster. All in all, power bi platforms are getting some changes too.

What are the New Features of Power Automate?

power-plaform-implementationAs the power platform is an amazing tool as a data source, it gives collective power to Power Apps, Power BI, Power Automate, and Power Virtual Agents – making it a powerful business application platform. 

As for the changes in power automation or new features:

But, what is Microsoft dynamics 365 CRM, and why should you get the recent updates about its module named power automate? Let’s dig into the article and determine its uses for your business.

What is Dynamics 365 CRM?

Office 365Dynamics 365 CRM is a vast array of services that enables all-in-one solutions, so you don’t have to select from countless options. There are nine key apps in Dynamics 365, some of which include CRM and ERP. Previously known as Dynamics CRM has now been split into four apps; Dynamics 365 for Sales, D365 for Customer Service, Dynamics 365 for Field Service, and D365 for Project Service Automation.

From marketing to supply chain managers and developers creating custom Apis, this platform gives all solutions for businesses. 

As you continue with the one-platform solution, you get to create your new custom solutions as per the business needs.

How to Create a Solution in Dynamics CRM 365

You might want to fill in the information in fields that aren’t required after you save the solution. However, these steps are optional. Choose an HTML web page to serve as the solution’s Configuration Page and describe it using the Description box. ISVs who distribute solutions generally use the configuration page. When you select it, a new Configuration node that displays this web resource appears below the Information node. Developers will offer instructions or controls on this page to let you run their solution or set configuration data.

How to Make the Best Use of Power Automate with New Features?

Utilizing workflows, Power Automate, formerly known as Microsoft Flow, aids in streamlining repetitive activities.

The following tips will help you make the most of Power Automate.

Numerous operations can be carried out by connecting various systems with Power Automate Flow. With a win or lose, you get to make a clear decision about winning or losing the opportunity. Once you perform the action, you can also open win-or-lose opportunities in the future for customer analysis.

According to Microsoft documentation, Power Automate can only handle messages up to 100MB in size. If we do not specify any filter criteria when attempting to read data from a table using the Dataverse connector’s List Rows action, the action will read all the rows and the data from all the columns in each row, failing with the message “Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600.

Process advisor quickly gathers detailed steps for each process in your business so you can quickly pinpoint areas where workflows could be improved. It establishes which activities are most popular, which tasks take the longest, and where the bottlenecks are.

This time of era is all about instant solutions. Developers can create mobile apps using Microsoft Dynamics CRM, and one method is Canvas Apps. Canvas is a no-code/low-code tool that lets you design business apps using drag-and-drop pieces. So, Canvas Apps’ capabilities expand when paired with Power Automate, an automating technology.

Bottom line

As for sorting your business operations and staying connected to recent updates on Dynamics 365 CRM, DFSM is all ears to hear you out. We can get you through the integration process with all the add-ons you need to change your business. So, reach us and let us help you in figuring out which CRM solution suits your business.

customer support

Dynamics 365 Quickbooks Integration

An organization’s sales and accounting departments are mutually dependent. For transparent transactions, both require some info from the other. However, because both divisions use distinct programs, syncing Sales and Accounting can be difficult for management.

Confidential data must be controlled at all times, and every step and transaction must be monitored to assure data integrity. It has an exorbitant expense of managing two systems separately, and a significant portion of the manpower is squandered.

Because of its intuitive functional architecture, many firms utilize Dynamics 365 CRM to manage their sales. However, Sales isn’t Dynamics 365’s only feature; it may be coupled with other systems to execute tasks that go beyond its designated touchpoints. Integrating Dynamics 365 with Accounting Systems is an excellent way to get the best of both worlds.


Does Dynamics 365 integration with QuickBooks?

Intuit QuickBooks is a popular accounting system that works well with Dynamics 365 CRM, and combining the two can be a game-changer. It may be used to embed accounting data within Dynamics 365 CRM, allowing the Sales and Accounting teams to work together seamlessly.

Does QuickBooks have CRM capabilities?

Not really. Intuit’s QuickBooks is an accounting solution that is especially popular with small and medium businesses. It becomes vital to develop a Customer Relationship Management (CRM) system as a firm grows.

These businesses may at first try to use QuickBooks as a CRM (not a good idea!), but they will eventually opt for a CRM that is specifically designed for QuickBooks Online. This is when QuickBooks integration with business central can improve its abilities a lot.

Microsoft erp and crm

Integrate QuickBooks

QuickBooks and Dynamics 365 are a great match and can be unbeatable when used together. These solutions may be used to integrate accounting data with CRM, allowing for seamless communication between sales and accounting staff. Sales management is one of the features of Dynamics 365 CRM, but it’s not the only one. Its integration with other systems, such as QuickBooks, allows it to go beyond its initial purpose in terms of performance. It has been demonstrated that moving to an interface that integrates Microsoft 365 and QuickBooks into one is a lifesaver for business efficiency.

Purpose of Integration
Integrate QuickBooks with Dynamics 365/CRM to:

QuickBooks to ERP


The Quickbooks and CRM integration process entirely depends on your needs. However, you can look into how to integrate QuickBooks API on your own by using the API.

Just be cautious!

And be aware that this will necessitate a thorough examination of the QuickBooks API documentation. The QuickBooks Online API documentation on the Intuit Developer site (link at bottom) is actually fairly well organized, but it doesn’t make the work any easier.

You’ll need an Intuit Developer account to get started. Then, in order to generate your development keys, you must first construct your app. Finally, you can go to the OAuth 2.0 authentication, which is always a pain, and then to the required API requests.


Get in touch

The process for integrating QuickBooks is completely different for every organization. So, if you are looking for professional assistance on this matter, we at DFSM have a great deal for you.

Be it Microsoft power automate QuickBooks implementation or simple integration, we analyze your business before getting into the real process. Then offer a most suitable solution of integration. You can also reach to us for Microsoft products, including Microsoft Dynamics 365 and Microsoft office 365 related queries. Reach now for more!

dfsm team

In depth comparison: Microsoft Dynamics 365 vs Business Central

Sometimes the Microsoft applications are hard to navigate through, and the reason is similarities between the capabilities. One of the major confusion is between the Dynamics 365 CRM and Business Central. Microsoft Dynamics 365 Business Central and Dynamics 365 CRM have differing features, which is a common source of confusion.

Before we go any further, let’s take a deep look at the basic difference between Microsoft Dynamics 365 CRM and Microsoft business central.

What is the difference between Microsoft Business Central and Dynamics 365?

Dynamics 365 is a collection of Software-as-a-Service (SaaS) cloud-based business intelligence services and apps (SaaS). Microsoft initially released a variety of solutions to meet the needs of businesses. Microsoft Dynamics CRM, for example, has aided organizations in dealing with issues relating to sales, marketing, and customer service.

Two ERP systems were included under the Dynamics umbrella. Companies could use Dynamics AX and Dynamics NAV to obtain industry-specific business functions. The size of their organizations was the most noticeable difference between them.

Users can gain access to Business Central via a modern user interface, which provides a clear view of many business sectors such as supply chain management, product inventory, and operations. Furthermore, increasing the application’s automation capabilities allows staff to spend less time performing manual tasks.

Business Central’s business intelligence can be used to create real-time dashboards and reports that assist companies in making critical business decisions. Business Central can also be used by organizations to track timesheets, manage budgets, and keep track of the status of various projects.

Businesses can use Business Central to securely store and transfer data between platforms.

Business Central is a Microsoft Dynamics 365 Enterprise Resource Planning (ERP) system. It also offers CRM system characteristics, making it a versatile and adaptable platform.

Business Central gives you comprehensive control over sales, production, financing, project management, services, shipping, and more with its rich and highly flexible features. To help your specialized sector or business, you can quickly add essential functions to your region of operation.


Dynamics 365 Business Central’s Relationship Management capabilities may be a good fit for some companies’ lead management needs. With its basic administration capabilities, you may manage contacts, interactions, sales prospects, segments, and marketing programs.

Some of Business Central’s most important sales management functions are as follows:

  • Quote & order management
  • Account management
  • Opportunity management
  • Campaigns and segments
  • Contact management

In comparison to Dynamics 365 for Sales, the CRM capabilities of Dynamics 365 Business Central are more limited. While this option may be sufficient for some organizations’ contact and opportunity management needs, it may not be sufficient for those looking for a complete, purpose-built CRM solution, particularly when compared to Dynamics 365 for Sales. Dynamics 365 for Sales has significantly more possibilities, making it a better option for firms looking for the features listed above and more.

Microsoft Dynamics 365 (1)

Which solution will be most beneficial to your business?

When Dynamics Business central is the best choice?

  • If your primary incentive for switching software is to improve financial and operational management, you also need some basic contact and opportunity tracking and reporting functions.
  • Integration with other Office 365 programs such as Outlook and Teams isn’t a necessity, and you don’t anticipate your company needing new CRM functionality anytime soon.
  • All you need are some basic sales management software to keep track of your cash, inventory, and manufacturing.
  • You want to arrange your company around possibilities and relevant quotations.
  • You must have comprehensive access to all product information and sales history.
  • The majority of your sales processes are simple.
  • You must meet certain basic marketing requirements.
  • Integrating with Outlook and managing sales activities is not a top focus.

When Dynamics 365 is the right choice?

  • By integrating your existing Office 365 resources, the major reasons for selecting a new CRM system are to consolidate and simplify your current sales processes, increase visibility and reporting, and boost sales conversions.
  • Strong integration with Outlook is required to track emails, manage projects and appointments, and reach out to customers via email marketing.
  • Even if you don’t need it right away, you’d appreciate the ability to adjust the out-of-the-box approach to further adapt the solution to your business needs.
  • You may want to consider updating your CRM solution to a more comprehensive and personalized solution in the coming years.
Evolution of Dynamics 365


Now, it all depends on the type of your business and its requirements. You know the drill and if it is still confusing you, DFSM is here to help you with all the assistance you need to establish your core structure on these systems.

Microsoft Dynamics Professionals

The Evolution of Dynamics 365

Dynamics 365 is continuously evolving. However, some people are still unsure whether to go with Dynamics 365 cloud or on-premise. We can assist you by guiding you through the entire evolution process.

Microsoft crm 2003

In the beginning: Microsoft CRM

Microsoft’s Customer Relationship Management business services have experienced numerous name and functionality changes since their introduction in 2003. We take a look at Microsoft’s Power Platform’s history and current state.

Microsoft Business Solutions Customer Relationship Management, which included basic Sales and Customer Service modules, was released in 2003. New fields and custom code could be added to improve the product, but customization options were limited beyond that. With the release of Dynamics CRM 3.0 in 2005, Microsoft added a Marketing module to the core Sales and Customer Service modules. One can now also add the Custom record types and get the activities to get reports for business anywhere else. Already, the product was gaining remarkable adaptability.



The ability to build a single system on a single platform that could benefit almost every aspect of a business gave rise to the term “xRM” or “Anything Relationship Management,” as new versions of CRM were released. Complex multi-faceted systems are easy to go with a strong security model and simple reporting options. However, all of this is available on the original Dynamics CRM platform’s Sales, Service, and Marketing modules. Customers were typically required to purchase full Dynamics 365 CRM licenses to gain access to the ‘xRM’ platform, even if they did not require the core Dynamics CRM out-of-the-box functionality.


The arrival of Dynamics 365

Of course, Dynamics CRM was not the only business application in Microsoft’s expanding business software catalog; they also offered several Enterprise Resource Planning (ERP) products, such as Dynamics AX and Dynamics NAV. In order to standardize their business offering, Microsoft launched Dynamics 365 in 2016, which was essentially an umbrella grouping of CRM/ERP products. As a result, each product was rebranded.

Microsoft Dynamics 365 Evolution from On-Premise to Cloud

Dynamics 365 cloud is a software suite that includes Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and other services. Here’s a quick rundown of Microsoft Dynamics’ evolution since 2001, focusing on its ERP line, Dynamics 365. It starts with Microsoft’s acquisitions of NAV and AX, followed by name changes to Dynamics 365 (D365), Business Central (BC), and Dynamics 365 (D365), Finance and Operations (F&O), and finally, its cloud strategy.

on-premise to cloud
Microsoft Intelligent Business Application Platform

Microsoft Business Solutions Acquisition History

When Microsoft bought Great Plains in 2001, it launched the Microsoft Business Solutions ERP line. With the acquisition of Navision in 2002, a multi-language, multi-currency business management solution for mid-sized firms to manage their financials, supply chain, and people, the ERP vision grew even further. Great Plains, Microsoft bCentral (TM), and Navision a/s were part of the Microsoft Business Solutions ERP solution range for small and midmarket organizations in 2002.

To compete with QuickBooks, Microsoft released rival ERP systems called Microsoft bCentral (TM) and Microsoft Small Business Financials (previously Microsoft Small Business Manager) in 2001.

Microsoft Business Solutions changed its name to Microsoft Dynamics in 2006, and their ERP purchases were rebranded Microsoft Navision to Microsoft Business Central and Great Plains to Dynamics GP. After Microsoft purchased Axapta in 2009, it became Dynamics Finance and Operations, an ERP geared to help companies, large organizations, and holding entities.

Microsoft acquired approximately 100,000 Navision-using firms and over 20,000 Axapta-using businesses as a result of these acquisitions.


Microsoft Dynamics Shifts Towards Cloud-based Strategy  

Cloud computing allows consumers and companies to use apps at any computer with internet connectivity at any time without installation. According to the global top research group Gartner, Software as a Service (SaaS) is the largest category in the Cloud market, and sales are predicted to increase by 17 percent to $85.1 billion in 2019.

The change to cloud-based solutions was necessary for Microsoft Dynamics to remain competitive with its CRM competitors, such as Salesforce, and ERP competitors, such as Netsuite. Since 2016, Microsoft Dynamics has been migrating from on-premise to cloud-based and hybrid solutions to suit this plan, and with the renaming to Microsoft Dynamics 365, it will continue to do so in the future.


Microsoft Dynamics Shifts Towards Cloud-based Strategy
licensing changes see dynamics

Microsoft Dynamics 365 Finance and Operations for Medium to Large Organizations

Dynamics AX was rebranded as Dynamics 365 for Operations in November 2016, and then again in July 2017 as Microsoft Dynamics 365 for Finance and Operations, which is the current moniker.

Microsoft Dynamics 365 for Finance and Operations is the company’s new flagship ERP solution for medium to big businesses (with a target size of more than 250 employees).

D365 Finance and Operations now interfaces with field service, project service automation, retail, sales, talent, and customer service, bringing together formerly disparate systems into a single platform. Boost productivity by automating tasks and workflows in Microsoft Office apps like Outlook, Word, and Excel.

Microsoft Dynamics 365 Business Central for Small to Midsize Businesses

Dynamics 365 Business Central is now a multi-language, multi-currency solution. It connects financials, sales, service, and operations to help businesses optimize processes, increase customer interactions, and make smarter decisions. It connects many systems into a single application, using Office applications like Outlook, Word, and Excel.

Microsoft erp and crm

Microsoft Dynamics Evolves Beyond ERP and CRM

With its 2016 acquisition of professional networking site LinkedIn for about $26.2 billion, completed shortly after Dynamics 365 went live, Microsoft Dynamics has recently evolved beyond ERP and CRM to become an application platform for business processes. With access to LinkedIn’s 500 million corporate users, Microsoft CRM got integrated into one of the largest online communities. According to LinkedIn, people are more ready to respond to a LinkedIn InMail than to a typical email, which claims that its InMail response rate is 300 percent higher than a regular email. 

Bottom line

If you have made your mind and know about the benefits of the Dynamics 365 cloud, you must start looking for the Dynamics 365 CRM pricing to get a suitable and custom D365 solution for you. If you want to know more about dynamics 365 licensing and dynamics 365 pricing, feel free to contact DFSM. Our experts will take you on a tour of licensing and pricing.

Get in touch

Top 5 Reasons to implement a CRM today

If you think that your business is growing at a slow speed, it is time that you should start worrying various reasons, whether you are running a small venture or you want to scale up now, a better customer support system is needed or in other words a CRM solution to know about your customer journey.

Now, to have strong and reliable relationships with your customers, you must move to a CRM software. It is customer relationship management software.


Choosing the CRM solution can help you in maintaining the prospect information efficiently,  improve the ability of your sales team and keep the track of customer data and offer them more personalized services, you will need the Dynamics 365 CRM.



Sales growth dynamics 365

Signs that your business need a CRM.

1.  No insight into your sale Performance 

The ultimate motive of any company is to increase its sales. So, having the vision to become the top seller in your industry is no more a dream of an individual. Almost every company’ goal.

With CRM you can get real-time insights on your daily sales and the same data can help you in improving your services. and an insight of your team and their work productivity reports.

2.You’re Unable to Scale

The digital world needs more than just business existence. Check if the company is growing at a fast pace or not. It is important for scaling up your business for good. A good CRM solution can help you in speeding up the growth by cultivating productivity within your company.

3.Your Customer Service is suffering

2015 Aspect Consumer experience survey states that; 76% of customers claim to analyze the company based on their customer services. (http://linkis.com/www.bizreport.com/20/Otfk0).

Then there also a perspective that most people want to solve their issues on their own. And the survey says that 73% of consumers appreciate the brands with this service. Even on-third says that; they would rather clean a toilet than taking help from customer service. (2015 Aspect Consumer Experience Survey).
Another report says that 90% of customers expect brands to provide a self-service support portal, and 60% of people are more inclined to the brands with the self-service offering. (2015 Global State of Multichannel Customer Service Report).

Now, keeping all these reports and surveys in mind, you must understand that CRM systems can help you with automatic customer service. Let the people help themselves through CRM and you can also save on manpower.

4.No Automation of your leads

Lead generation is the most essential requirement of any company. The fact is that it is essential for growing up fast. Dynamics 365 lead management is one of the modules in CRM integrated to help you managing leads. Any smart CRM will prioritize the potential leads for you and keep you updated with them. So, you can respond on time and grab the opportunity when it is right there.

5.Your Business is growing but your software is not handling the growth

Your business is scaling, but the data is disorganized and inaccurate or there is too much latency in updating the data. Yes, there is a problem with your existing software because it cannot handle the data. So, for business growth, you need intelligent CRM software too.

Final thoughts

Hopefully, the above reasons are enough for you to understand the importance of CRM implementation. We at DFSM are offering full services for implementing CRM in Australia to help you balance the product or service smartly at your end. Now, all you need is to reach out to our experts and get the CRM system for your company now.

Microsoft Dynamics 365 and Marketing Automation

Automation using artificial intelligence or machine learning is no more a surprise for anyone. In case, you are worried about your business growth then, maybe you need to know about advancements in your industry. Marketing and essentially the way to build strategies have many new ways now. So, if you think that you are lagging, you must be looking for new platforms. Here comes the role of DFSM for implementing D365 along with Clickdimensions.

You seem surprised about Clickdimensions. If you are still unaware of it, let us help in understanding this marketing cloud.
campaign automation

What is the Clickdimensions?

It is the marketing cloud for Microsoft dynamics. If you are putting up every other strategy for the implementation of growth, then you might want to think for marketing too.

If you want to be a perfect and successful marketer with the most innovative marketing plans, you need precise analytics for it. Now, the question is how Clickdimensions will benefit you. For that, you need to check the following features and services of it:
It is the marketing cloud for Microsoft dynamics. If you are putting up every other strategy for the implementation of growth, then you might want to think for marketing too.
If you want to be a perfect and successful marketer with the most innovative marketing plans, you need precise analytics for it. Now, the question is how Clickdimensions will benefit you. For that, you need to check the following features and services of it:

1. Marketing applications:

Clickdimensions understands marketing challenges and keeping them in consideration. They are ensuring the results you need. They are offering applications in the best interest of your marketing needs. Moreover, these applications will boost engagement And as a result, you will experience a successful growth.

2. Marketing Analysis:

Coming up to the next part of the marketing and that is marketing analysis. You may not take better decisions without any reporting and marketing analysis of your competitors. So, Clickdimensions step up here with their solutions of analyzing market and customer data. It includes all the insightful detail along with the useful results and reports.

3. Marketing services:

Finally, unlimited support from the company will add up the best to other services. So, you will be given complete support for Microsoft dynamics 365 marketing. Maintain your customer relationships and marketing automation with the consultation of experts.
sales funnel in Dynamics 365

How Dynamics 365 works with Clickdimensions?

You cannot deny the fact that you require better marketing channels to boost your sales in the digital world. So, when you take Microsoft dynamics as your business partner. The Clickdimensions adds value by making marketing analysis clear for you. This is because you need to have successful email marketing campaigns and effective social media marketing strategy. Therefore, automation is the ultimate solution to all your marketing plans.
Now, if you want to get a higher place and want to remain at the top of the market, you will need better planning. So, create better strategies for online and digital marketing by observing every strategy in detail. Let the automation break the barriers trough the tools and services by Microsoft D365 and Clickdimensions.
So, if you are still worried about the leads and not getting desirable results. Here is the solution to your Marketing Automation with DFSM and clickdimensions. Both are ensuring best implementing solutions along with the assurance of customer satisfaction. In the end, it is your product and you need to watch out for your call to action.

Microsoft Dynamics 365 Commerce preview is now available

Microsoft Dynamics 365 Commerce preview is now available! 



Microsoft dynamics never stop improving and always come up with the greatest ideas. So, now you can say that the new addition to the family of Dynamics 365 is almost here. Yes, we are talking about Microsoft dynamics e-commerce. It is now easing the e-commerce business. We all know that consumer of online shopping is increasing day by day. People are looking forward to the retail market and any small or large business needs e-commerce benefits. This week it has got the general visibility.

If you are already running an e-commerce business with other Microsoft solutions, this can be a magical solution for you.

Dynamics 365 for commerce



Benefits of Microsoft Dynamics 365 Commerce

So, before you go further into the investment phase, you must check out the benefits of using it. It is only to streamline the business and help you with merchandising, inventory, order management, warehousing, and financials. The AI functionality will prevent you from any fraud or and will also let you provide a personalized experience to your customers. It the time to start over the digital transformation of your business as the world is shifting to digitization. By partnering with Microsoft, you can easily get on board with these changes and be a part of this digital transformation.

Main benefits of Dynamics 365 for retail are:

  • Best digital experience
  • Transform their business dynamics
  • Continue to evolve
  • Build loyal relationships
  • Intelligent decisions

Features of the Dynamics 365 for commerce

·        Online store management

Connect the data from different sources of the store and access it at one place. It improves accuracy and helps you in providing more intelligent experience to your customers online. It minimizes the chances of fraud by providing details analysis about every store owner and customer.


·        Recommendations through AI functionality

AI functionality helps the online retailer to provide personalized experience through recommending the best shopping items based on the previous data. Customers love to get similar and interest relevant ideas during their shopping time. So, this can be a great feature for online stores.


·        Modern store operations

It is about the content management system and digital asset management capabilities that will together ease all the operations from marketing to the feedback from the customer. Digital assistance and proper management will always help e-commerce stores to keep track of data. No privacy breach and on-time responses are the ultimate goals of it.


·        Scalable feedback solution

Feedback, complaints, and queries are the main part of the online retailing business. A customer may never come back in case of facing delay and improper responses. The scalable solution of getting or giving responses on time will increase both the productivity and efficiency of your business.

Microsoft Dynamics 365 Commerce


Final Thoughts

Microsoft Dynamics 365 for commerce is something that every future business will demand. You have it or not, you will need it to streamline online operations of your retailing store. DFSM team can help you request a preview from Micorosft as now it’s available.

Learn the sales growth strategy of Dynamics 365

What is the sales growth strategy of Microsoft Dynamics 365?



Today business demand is efficiency and proper tools to maintain the fast response and effective strategies to close deals faster. Quick response is the ultimate goal of every business or organization. If you are looking for business solutions especially for the sales growth strategy, Microsoft dynamics is the answer we have! It has all the features that will work as a tool of management to enhance the sales growth and maintain the productivity of your organizations.

It helps you in understanding the needs of customers and lock the deals that are potentially strong and effective.

So, what can you expect from the Microsoft dynamics 365 for sales strategies?

Things you need to know about Dynamics 365 sales process


If you want to streamline your sales and build effective strategies – you need Microsoft dynamics, but before implementing the system, you need to learn about all the features.

·        Build trusted relationships


Dynamics 365 for sales features are effective in building trusted relationships among the customers, suppliers and organization. Its AI-driven insights will help you understand the right demographics of the target audience. Focus on their needs and you can judge your next big step towards success.

Intelligent optimization of the tools helps in streamlining the business process. The tools will observe social engagement and create personalized content to catch more successful leads, so you can have better sales.

·        Streamline Sales process


It also boosts the seller productivity. You can always stay connected regardless of where you are. Stay aware of the latest trends and insights on sales. It will guide you in building simple execution plans for sales. There are cohesive tools offered by the Microsoft dynamics to streamline the sales process with unique solutions.

·        Detailed analysis


The Dynamics 365 pipeline phase is effective to get good deals. It is because you get the real-time data for analysis. The data is collected from the social media engagements, latest trends, feedback from the customer, and insights of the deals are automatically provided. So, you can always make better and sales-driven decisions for the next campaign.

·        Leads into sales


It is a platform with the features of creating a budget, evaluation of the campaigns for different media channels, synchronizing information and analysing relationships. When the details are there, it helps organizations with more opportunities for turning leads into potential sales. It eases the process of gaining visibility among the customers.

·        Evolve with Innovative solutions


Customized solutions that are adaptable and scalable and can connect to all the applications you are already using for sales growth. Having a detailed insight will give you the confidence to invest without any fear.

sales funnel in Dynamics 365
Sales funnel in Dynamics 365





All you need is Microsoft Dynamics CRM lead to an opportunity system. It will streamline your business process for you. So, get the experts of DFSM on board and discuss your current problems and you will be provided will full implementation of Microsoft dynamics 365 without any hassles. Plan your sales strategies with confidence and invest to ensure the success of a business.

How can we integrate ERP and CRM?

How can we integrate ERP and CRM?


Productivity and efficiency are the most valuable ingredients of today’s business world. So, integrating ERP and CRM has become essential for streamlining business processes. Many organizations purchase CRM and ERP to improve productivity.

It pays off by enhancing the efficiency of sales, purchase, and billing. Moreover, it maintains customer and supplier relationships too. Many sources are providing the facility of both ERP and CRM along with their integration process. But Microsoft is on the top of the list right now.

People looking for business solutions are also looking for chances to enhance their productivity. Now, the Microsoft Dynamics 365 ERP and CRM are the important tools. But buying and deploying the systems separately will take longer for the databases to synchronize. Therefore, it makes the integration of ERP and CRM necessary.

We know the difference between ERP and CRM. One is to manage supply chain management including the financial data. The latter is to manage customer success and store their feedback. But when we talk about the integration of both systems, is it important and how it can benefit the business? And can it happen?




Microsoft Dynamics 365 is the Solution for integration


While you are thinking about the advantages of integration, keep in mind that the only benefit of integration is efficiency. And the integration is boosting productivity by increasing mobility and reducing duplication. Also, simple proposals can be converted into actual orders.


Now, how Microsoft dynamics 365 is playing a vital role in it?


Microsoft has made integration easy by eliminating many barriers of integration easing the relationship between ERP and CRM.

  • Microsoft dynamics 365 includes applications for sales, customer service, operations, financials, field service, and professional services automation.
  • It offers you connected business solutions. Further, it gathers all the modules in one place providing you with the facility to access any detail anytime.
  • If you will contact the experts, they will make it easier and convenient for you to carry out the integration process. And that too without any coding.
  • It is the ultimate solution for both backend and front end business dealings with a smooth and efficient process.
  • More visibility enhances the chances of leading to new business ideas. It also implements creative and innovative solutions simply by focusing on the right details.

Just remember that Microsoft dynamics 365 is a flexible and scalable solution for the integration of CRM and ERP.

Microsoft CRM Integration

Final thoughts


CRM and ERP in cloud computing hold an important position and we all know that the business of today demands a fast and quick response in every matter. So, automation is going to take place either you act fast or not, someone is going to replace you if you are not going on with the changing trends.

Therefore, you need Microsoft dynamics 365 to boost the productivity or efficiency of your business along with successful customer relationships. Ask the experts for the implementation of the system and help you maintain it throughout the process.

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