CRM Software Blog is the home for insightful content and workarounds to numerous Microsoft Dynamics 365 challenges, combining a myriad of valuable information and reputable software solutions designed for this CRM. With its community of over 150 contributors, CRM Software Blog acts as a knowledge hub for all things Dynamics 365, offering key insights for businesses looking to enhance their customer relationship management process.
Since September 2019, via our intuitive articles, Connecting Software has proudly contributed knowledge to solving these Microsoft Dynamics 365 CRM intricacies on CRM Software Blog. Therefore, in a celebratory spirit, we are sharing our Top 10 blog posts on the platform, which have collectively earned nearly 30,000 views in 2023 alone!
Ready to dive in? 🤿
Top 10 CRM Software Blog Posts by Connecting Software
#1 – How to Set up a Dynamics 365 Integration with SharePoint (2022)
Explore our easy step-by-step guide for integrating Microsoft Dynamics 365 with SharePoint, where we highlight the advantages of using SharePoint for document management. However, although this is a straightforward process that enhances Dynamics 365 storage capacity, it is still important to consider correctly managing access permissions and ensuring an appropriate folder structure in your Dynamics 365-SharePoint integration.
#2 – The End of Microsoft Dynamics On-Premises: How to Keep Your Software Integrations Intact (2023)
This post was featured among the official Top 10 CRM Software Blog Posts of 2023!
The imminent end of Microsoft Dynamics on-premises encourages organizations to plan their transition to the cloud-based version of the system. This article highlights the challenges of leaving behind existing software integrations during this shift, emphasizing the importance of planning ahead and appropriately managing these integrations for a smooth Dynamics 365 on-premises transition.
#3 – Yes, You Can Connect Excel to SQL Server, Dynamics 365, and More (2022)
Using Microsoft Excel as a database is not a long-term solution, particularly for businesses that keep their operations growing steadily. This post emphasizes the challenges of using Excel as a database and provides expert advice for effective data integration with systems that are more capable of handling heavier sets of information than Excel. We explain how you can set up an automatic and reliable connection from Excel to SQL Server, in addition to Dynamics 365, and SharePoint, using Connect Bridge. This allows for viable long-term alternatives for data management.
#4 – 3 Reasons Why You Should Avoid Keeping Your Attachments in Dynamics 365 (2023)
Storing attachments in Dynamics 365 can prove to be challenging. Due to potential performance issues, limited free storage space in D365, and the fact this CRM was not built with the purpose of handling hefty amounts of attachments, alternative storage solutions such as Microsoft SharePoint and Azure services are the best bet. With CB Dynamics 365 Seamless Attachment Extractor, optimizing your Dynamics 365 storage usage is made much simpler.
#5 – Using Linked Server to Connect Dynamics with Your SQL Server Databases (2020)
Connecting Dynamics 365 with Microsoft SQL Server databases can be achieved in two ways: data migration and regular synchronization. Learn how our Connect Bridge integration platform and the concept of Microsoft SQL Server Linked Server collaborate to streamline the integration process, promoting simplicity, greater speed, and reducing development time for Dynamics integrations by up to 90%. This post also includes real-world case studies which demonstrate Connect Bridge’s effectiveness.
#6 – The Simplified Guide to Dynamics 365 Data Integration and Migration (2022)
This post includes our step-by-step guidelines to Dynamics 365 Data Integration and Migration. We go over the importance of starting to plan the data migration process at an early stage, deciding between one-time migration or continuous integration, ensuring your system data is clean, among other essential considerations.
#7 – Using a SharePoint Integration? Be Aware of the SharePoint Document Library Limits (2022)
Among other reasons, the Dynamics 365-SharePoint integration is popular due to its significant document storage benefits over D365, in addition to being incorporated into the Microsoft ecosystem. However, there are set limitations on the SharePoint side, namely, the list view limit and the unique permissions limit. This article identifies successful strategies to overcome these limits, including taking data offline, setting daily time windows, adopting manual folder management, or employing automatic folder management with the help of the SharePoint Structure Creator solution.
#8 – What Can I Do to Reduce My Dynamics 365 Storage Costs? (2019)
In the Microsoft realm, and particularly Dynamics 365, exceeding storage limits is a familiar challenge. Managing sensitive documents in the CRM can become difficult, especially if you have an abundance of them. Traditional methods to free up space within Dynamics 365 include deleting old records and erasing bulk import instances, but usually the problem lies in the number of attachments and documents stored inside your CRM. Configuring an automatic transfer process to move these files to alternative storage is the most efficient way to address this challenge.
#9 - Getting Started with Microsoft Dataverse Integrations (2022)
Microsoft Dataverse, the evolved version of Common Data Service (CDS), serves as the primary data collection repository for all applications using Power Platform. Put simply, it excels as a central hub for unifying and managing data across business applications. However, Dataverse does have certain limitations, which render it unsuitable for more specific projects involving certain Microsoft applications. In this article, we delve into why Connect Bridge is the best alternative solution to address these limitations.
#10 - What About Security Between Dynamics 365 and SharePoint? (2020)
The out-of-the-box integration between Microsoft Dynamics 365 and SharePoint is incredibly useful for freeing up D365 storage space, except for the fact it carries a substantial flaw in security. The differing security models between these applications pose challenges, which can massively compromise data protection due to the exposure of sensitive information to unauthorized users. CB Dynamics 365 to SharePoint Permissions Replicator is our automatic solution which monitors privilege changes in Dynamics 365 and synchronizes them with the corresponding items in SharePoint, ensuring access permissions are the same on both sides.
Our 2023 Triumphs: Top Blogger and Top Member Awards
Receiving these awards reaffirms our commitment to keeping the Dynamics 365 community informed with up-to-date content and expert tips to navigate the intricacies of Microsoft CRM.
We extend our heartfelt gratitude to CRM Software Blog for acknowledging our contributions, and we look forward to continuing our journey as a trusted resource in the CRM software landscape!
To access our content on staying ahead in Dynamics 365 management, visit our full list of articles on CRM Software Blog, as well as our own Blog at https://www.connecting-software.com/blog/.
You can also head over to our LinkedIn page to check the post we did on this topic and give us a follow while you’re at it. We would love to continue sharing our news with you! 📰
About the Author
By Diogo Gouveia
“After completing my studies in the United Kingdom, I joined the Marketing team at Connecting Software to create content on software integration and a variety of other IT topics. If you have any observations or suggestions, please reach out."