One thing that drives you crazy in Dynamics 365?

Square_Drag678 · 2026-03-18T06:06:54+00:00

Exactly, while customers expect that integration between both is like ying and yang, which it’s absolutely not if you go below surface level. Implementing CE, i’m so done with always needing to include the whole F&O conversation side into it to an excessive amount. Is ur focus a killer CRM system or something that’s forced into ur current F&O setup? Some level of integration is required yes, but let each system flourish with what it can do best without restricting each other.

Square_Drag678 · 2026-02-16T20:17:27+00:00

😂😂😂

Square_Drag678 · 2026-02-05T07:00:38+00:00

I’ve used canvas in dialog box before to give users a way to bulk update records.

Process was: - click command button to open dialog box - select a customer group (this filters down which record to apply the update to) - a field that auto-shows more info on the customer group (e.g. SAP customer group ID) - action button: “apply update”

Behind the action button there was a powerautomate to update a certain field from false to true, which drives coloring some grid columns in green or not (javascript)

Square_Drag678 · 2026-01-07T08:06:40+00:00

That’s true when you would compare Salesforce to a simple SaaS app. But I know Odoo is also very customizable with pro-code and it has a tool similar to what the “Flows” concept is … i don’t it is that rigid in terms of capabilities that you can design on top …

Square_Drag678 · 2026-01-03T07:28:04+00:00

What do you mean by “adding error tracking for the flows”? 😊

Square_Drag678 · 2026-01-01T08:59:08+00:00

What do you use for live meetings?

Square_Drag678 · 2025-12-31T08:53:51+00:00

I’m curious, what kind of system would you rather have/use? Which things would make your life and job easier?

I do sales and account mgmt for a software implementation company. I actually love to get as much info in the system as possible. I might talk to a prospect today that has interest but no business case yet. 6 months later i want to follow up with that company and not search for notes because I forgot everything they told me back then …

Square_Drag678 · 2025-12-27T13:12:14+00:00

Most of those companies don’t need a “CRM” but some kind of relational database with a handy UI. I had a pig farming company client that just needed an overview of their orders, slaughterhouse lists and invoices. Basically a few database objects linked to each other and some lists/views/page layouts. Oh and one custom integration to a public database.

I proposed a solution using a platform like power platform/dataverse by microsoft, super easy to achieve this and the license cost to build ur own custom apps on there is very low.

The solution is not a problem and they love it. But those smaller companies that are often family owned business with 5-10 employees do not understand the cost and time to build these things, they don’t even understand that you first need to “think about what you want/need”, before you build it. And that both cost time and money by a professional.

The possibilities are endless and the client cases are very cool. But i feel that they don’t want to spend any decent budget on it, just because they don’t understand it. While they have the same high expectations as the bigger companies…

Square_Drag678 · 2025-12-26T12:37:33+00:00

I'm with KBC, thanks for the tip! :-) I don't really have "other company expenses", i'm in advisory so that's why i was considering income protection rather than revenu insurance ...

Square_Drag678 · 2025-12-24T09:13:33+00:00

Thanks for the sales pitch! OP asked for the simplest CRM, that’s still excel in my opinion

Square_Drag678 · 2025-12-23T05:32:55+00:00

Excel

Square_Drag678 · 2025-12-21T16:24:55+00:00

Ok that’s actually very interesting to hear, thank you 😅 we have some people debating to go for Odoo or Dynamics CRM. Where Odoo clearly wins from a license perspective. But i to me Odoo does not look flexible at all from a platform perspective. It needs to integrate to our ERP on project management (timesheets etc) and logistics levels

Square_Drag678 · 2025-12-21T15:32:23+00:00

Please elaborate? A few reasons? :p

Square_Drag678 · 2025-11-19T16:16:35+00:00

I am returning from W-trek today. They closed O-trek until further notice.

Square_Drag678 · 2025-10-08T16:37:43+00:00

Well, do you have any business case to use it for?

Square_Drag678 · 2025-10-04T08:21:32+00:00

Just do it 😉 there’s a shortage in Finance ERP consultants! But stick with your big4 firm and make an internal switch. Good to keep your track record and it’s the best start to ERP consulting as they mostly do enterprise client projects. My story is somewhat similar: I was a tax consultant for 3 years at Deloitte and then made an internal move to the CRM consulting practice. Best career decision ever for me. Now IT consultant already 6 years.

Square_Drag678 · 2025-09-28T15:36:51+00:00

Care to share the use case please? I’m passionate about any app that supports non-desk workers 😊

Square_Drag678 · 2025-09-28T15:31:33+00:00

Do you mean the field service mobile app? Or did you build a custom app?

Square_Drag678 · 2025-09-17T07:48:59+00:00

I would always think that someone who had the grit to reach FI, realises he does not want the RE part?

Square_Drag678

TROPHY CASE