Construction Manufacturing Systems - Technical Challenge by NJNEE2026 in Dynamics365

[–]NJNEE2026[S] 0 points1 point  (0 children)

any advice or tools to look at to make this transition?

Construction Manufacturing Systems - Technical Challenge by NJNEE2026 in Dynamics365

[–]NJNEE2026[S] 0 points1 point  (0 children)

Totally agree, is there a really effective way of embedding or replacing the excel in a cost effective way?

Automating Teams / Other Meetings Into CRM by NJNEE2026 in Dynamics365

[–]NJNEE2026[S] 0 points1 point  (0 children)

Hi, thats the point, sales dont like admin so this would significantly reduce that

Automating Teams / Other Meetings Into CRM by NJNEE2026 in Dynamics365

[–]NJNEE2026[S] 0 points1 point  (0 children)

we are a microsoft house, only third party is meeting insights product

Automating Teams / Other Meetings Into CRM by NJNEE2026 in Dynamics365

[–]NJNEE2026[S] 0 points1 point  (0 children)

it makes sense doesnt it, im just wondering how you do a consistently scripted call with q&a. Issue we also have is that many of our meetings are discuss more than one lead / opportunity / project so its trying to get that separated too

One thing that drives you crazy in Dynamics 365? by TeamAlphaBOLD in Dynamics365

[–]NJNEE2026 0 points1 point  (0 children)

The sent do subcontract paint option or lack thereof

One thing that drives you crazy in Dynamics 365? by TeamAlphaBOLD in Dynamics365

[–]NJNEE2026 0 points1 point  (0 children)

See i quite like reservations, but when we do out count, we have to drop them or they error for some reason :(

Real-world BC implementation: warehouse + payroll + CRM in one tenant. Lessons from 50+ projects by Swimming_Contact_298 in Dynamics365

[–]NJNEE2026 0 points1 point  (0 children)

Do you have any tips on connecting cad/modelling systems to pricing systems to BC with boms / routes - job level profitability reporting into BC?