Data Quality
Importing Contacts into Dynamics 365
How to import contacts into Dynamics 365 CRM with company name match using KingswaySoft SSIS.
July 3, 2019
Data Quality
How to Bulk Merge Duplicate Accounts and Contacts in Dynamics 365 Customer Engagement
How to merge duplicate accounts and contacts in Dynamics 365 CRM with KingswaySoft SSIS.
June 30, 2019
Data Quality
Create Sample Data for Dynamics 365 CE with KingswaySoft SSIS Data Spawner
Creating Sample Data for Dynamics 365 CRM with the KingswaySoft SSIS Data Spawner SSIS Component
June 29, 2019
Business Process Flows
Remove Business Process Flows in Dynamics 365
Remove Business Process Flows in Dynamics 365 8.2 and Above With version 8.2 of Dynamics 365 Customer Engagement (CRM), Business Process Flows became an entity
November 10, 2018
Insights, Powered by InsideView
Insights, Powered by InsideView Insight is InsideView’s solution to help businesses target the right buyers most effectively. Insight offers a couple of features that will
June 7, 2018
Tips and Tricks
How to Get Marketing List Member Details
Getting at Marketing List Member Details in Dynamics CRM Its not obvious how to get at Marketing List Member Details in CRM; in fact, there
May 29, 2018
Data Protection
GDPR for Microsoft Dynamics 365
General Data Protection Regulation (GDPR) for Microsoft Dynamics 365 On May 25, 2018, a European privacy law took effect that sets a new global bar
May 25, 2018
Dynamics 365
Dynamics 365 for Sales v9 Demo
What’s new in Dynamics 365 Sales v9 including sales processes, Insights by InsideView, MS Office integration, and Power BI to help sales people be more productive and drive sales.
March 25, 2018
Dynamics 365
Get to Know Insights by InsideView List Build
Insights’ new list building capability eliminates the need to buy third-party lists that go stale overnight. Now users can build highly targeted account and prospect lists from InsideView’s global database of more than 13+ million companies and 30+ million contacts, within their Dynamics 365 workflow, by using more than 40 selection filters such as company size, location, industry, and other firmographics, as well as contact details, custom news topics, keywords, and common connections. Lists can easily be uploaded directly into Dynamics 365.
March 24, 2018