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Showing posts from April, 2025

Where to Store Data in Microsoft CRM + Dataverse: My Go-To Guide

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If you've ever built anything using Microsoft CRM or the Power Platform , you've probably asked yourself this question: Where should I store my data? I’ve been there. When I first started using Microsoft CRM Dataverse , it felt a little overwhelming – database storage, file storage, and log storage – what does it all mean? Over time, I figured it out through real-world projects, and now I want to break it down for you in simple terms so you can confidently decide where to put your data and why it matters. Microsoft Dynamic CRM Training What is Dataverse (And Why You Should Care?) Dataverse is the heart of Microsoft’s CRM and Power Platform. Think of it as your data’s home – a secure, smart, and super flexible storage system that works behind apps like Power Apps, Power Automate , and Dynamics 365 Customer Engagement . I use Microsoft CRM Dataverse every time I need to manage customer data – contacts, accounts, deals, you name it. It comes with ready-to-use tables ...

What Is Microsoft Dynamics CRM Used For Today?

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My Journey with Microsoft Dynamics CRM: Why It Matters Today If you're wondering what Microsoft Dynamics CRM is really used for today, you're in the right place. I’ve worked with different CRM tools over the years, but Dynamics CRM continues to impress me with how much it can actually do. It's not just another contact management tool—it's a powerful system that helps businesses manage their sales, marketing, and customer support in one place. Let me walk you through how it’s being used today and why it’s worth paying attention to—especially if you're in marketing, sales, or running your own business. Microsoft Dynamics CRM Training 1. Helping Sales Teams Work Smarter One of the first things I noticed while using Microsoft Dynamics CRM is how well it helps salespeople stay organized. It keeps track of all customer interactions—emails, calls, meetings, notes—and lets you follow up with leads without losing anything in the shuffle. Thanks to sales forecastin...