Martha Rayner’s Post

🚀 Smart Buttons in Microsoft CRM & Power Platform -Small Button, Big Power! Ever faced this in CRM? 👉 Too many clicks just to run a simple process? 👉 Users missing important actions buried deep in menus? That’s where Smart Buttons step in. Think of them as your one-click accelerator for productivity. 🔹 What are Smart Buttons? Custom buttons you can place directly on forms/views to trigger flows, actions, or custom logic without navigating multiple screens. 🔹 Why do you need them? ✅ Reduce manual effort (1 click vs 5 clicks) ✅ Improve user adoption ✅ Standardize business processes ✅ Trigger Power Automate, JavaScript, or even call APIs directly 🔹 Real-world use cases: ⚡ Approve/Reject workflows right from the record ⚡ Push CRM data to external systems (like ERP/Finance) ⚡ Auto-generate documents (Quotes, Invoices) ⚡ Launch AI-driven insights in context In short → Smart Buttons = Less Clicks, More Productivity 🔥 💡 Question for you: If you could add ONE Smart Button in your CRM today, what task would you automate? 👇 Drop your answers in the comments—let’s inspire some powerful ideas! #PowerPlatform #Dynamics365 #Automation #CRM #SolutionArchitect Naman J. Amit Dogra Microsoft Dynamics 365 Community Microsoft Power Platform Community Microsoft Amit Gupta Varun Upadhyay

🚀 Why is Dynamics 365 so important for businesses today? In today’s digital-first world, organizations can’t afford to operate in silos. That’s where Microsoft Dynamics 365 steps in — combining CRM + ERP into one powerful ecosystem. Here’s why it matters: ✅ All-in-One Platform → Manage Sales, Finance, Marketing, HR, and Supply Chain in one place. ✅ Data-Driven Insights → AI & Power BI for smarter decisions. ✅ Seamless Integration → Works smoothly with Microsoft 365, Teams, Outlook, and more. ✅ Scalable & Flexible → Start small, grow big — suitable for SMBs and enterprises. ✅ Enhanced Customer Experience → Unified view of customers for personalized engagement. ✅ Operational Efficiency → Automate, streamline, and collaborate better. ✅ Secure & Compliant → Enterprise-grade security powered by Microsoft. 💡 In short, Dynamics 365 helps businesses break silos, boost productivity, and scale with confidence — all while keeping the customer at the center. 👉 Do you think Dynamics 365 is a must-have for modern businesses, or can smaller companies still rely on simpler tools? #Dynamics365 #Microsoft #DigitalTransformation #BusinessGrowth #CRM #ERP #DataDriven #CustomerExperience

Why Businesses Are Choosing Dynamics 365 CRM + Business Central Together Did you know? Companies using integrated CRM + ERP solutions grow 2.5x faster than those using disconnected tools (Source: Microsoft). Dynamics 365 CRM helps teams improve customer retention by up to 27% through better insights & engagement. Business Central reduces manual processes by 40–60%, giving finance and operations teams real-time visibility. Together, they create a single source of truth for sales, finance, supply chain, and customer service. 💡 What this means for leaders: ✅ Faster decisions with unified data ✅ Better customer experience with real-time insights ✅ Scalable operations without fragmented systems With AI, automation, and analytics built-in, Dynamics 365 isn’t just a tool—it’s a growth engine for modern businesses. 👉 Curious how your organization can connect CRM + Business Central to cut costs and boost productivity? Let’s talk! #Dynamics365 #BusinessCentral #CRM #DigitalTransformation #ERP

🚀 Transforming Sales Management with Microsoft Dynamics 365 Finance and Operations 💼 We’re excited to share the positive impact this powerful system is making across our company—especially in Sales Management! From enhancing customer relationships to streamlining processes, Dynamics 365 is driving efficiency, growth, and smarter decision-making. 📊✨ ✅ 360° customer views ✅ Real-time sales tracking & analytics ✅ Smarter opportunity management ✅ Elevated customer experience ✅ Boosted team productivity This is more than a system upgrade—it's a step toward future-ready business operations. 🔄📈 #DigitalTransformation #Dynamics365 #SalesManagement #CRM #CustomerExperience #BusinessGrowth #ERP #MicrosoftDynamics #OperationalExcellence #SalesAnalytics #Efficiency #Innovation #Productivity #BusinessIntelligence #FutureOfWork #EnterpriseSolutions #TechDriven #CustomerSuccess #ProcessAutomation #DataDrivenDecisions

🚀 Why Microsoft Dynamics 365 CRM Matters for Business Growth In today’s competitive market, building and maintaining strong customer relationships is key. That’s where Microsoft Dynamics 365 CRM comes in — empowering organizations to deliver seamless experiences across every customer touchpoint. ✨ With Dynamics 365 CRM, businesses can: ✔️ Boost Sales – streamline pipelines, improve forecasting, and close deals faster. ✔️ Drive Marketing Impact – run targeted campaigns, nurture leads, and track ROI effectively. ✔️ Enhance Customer Service – provide consistent, personalized support across channels. ✔️ Optimize Field Service – deliver proactive, efficient, and reliable on-site service. 👉 Whether you're focused on acquiring new customers, strengthening existing relationships, or delivering exceptional support, Dynamics 365 CRM helps you stay connected, agile, and customer-first. 💡 Curious how CRM compares to ERP? CRM = Customer Engagement (Sales, Marketing, Service) ERP = Finance & Operations (Supply Chain, Finance, HR, Projects) Microsoft brings both together under Dynamics 365 to give you a unified platform for growth. 🌐 #MicrosoftDynamics365 #CRM #CustomerEngagement #DigitalTransformation #PowerPlatform #BusinessGrowth

📌 𝐄𝐑𝐏 𝐯𝐬 𝐂𝐑𝐌 𝐢𝐧 𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 𝟑𝟔𝟓 – 𝐖𝐡𝐚𝐭 𝐃𝐫𝐢𝐯𝐞𝐬 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬? In today’s digital age, businesses rely on technology to stay competitive and efficient. Two key systems in the Microsoft Dynamics 365 ecosystem help organizations transform: ✨ 𝐄𝐑𝐏 (𝐄𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐑𝐞𝐬𝐨𝐮𝐫𝐜𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠) 🔧 𝑭𝒐𝒄𝒖𝒔 : Back-office operations 📊 𝑴𝒂𝒏𝒂𝒈𝒆𝒔 : Finance, Supply Chain, Inventory, HR 🎯 𝑮𝒐𝒂𝒍 : Streamline internal processes & optimize resource management ✨ 𝐂𝐑𝐌 (𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐑𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭) 🤝 𝑭𝒐𝒄𝒖𝒔 : Front-office interactions 📈 𝑴𝒂𝒏𝒂𝒈𝒆𝒔 : Sales, Marketing, Customer Service, Field Service 🚀 𝑮𝒐𝒂𝒍 : Build strong customer relationships & drive revenue growth ⚡ 𝐖𝐡𝐲 𝐁𝐨𝐭𝐡 𝐌𝐚𝐭𝐭𝐞𝐫 𝐢𝐧 𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 𝟑𝟔𝟓: ✅ 𝑬𝑹𝑷 → Enables seamless internal operations, giving businesses the tools to manage resources, reduce costs, and improve productivity. ✅ 𝑪𝑹𝑴→ Helps businesses track customer interactions, manage leads, automate marketing, and provide outstanding support.  💡 𝑻𝒐𝒈𝒆𝒕𝒉𝒆𝒓 → Unified data, smarter automation, and real-time insights empower data-driven decisions and business success. 👉 Which system are you using in your organization – ERP, CRM, or both? 💬 Share your experience in the comments below 👇 #Dynamics365 #ERP #CRM #PowerPlatform #Microsoft #LearningDynamics365

🧭When to Choose Dynamics 365 CE (CRM)  Smart integrations. Built-in AI. Microsoft-native power  Dynamics 365 CRM is the natural choice for scalable, intelligent customer engagement. 🔗 Native Integrations with: • Power BI • Microsoft Teams • Excel ⚙ Works Smoothly With • Azure • Microsoft ERP systems (e.g., Dynamics 365 Finance, Business Central) 🔌 Integration Notes • Relies on third-party connectors for non-Microsoft platforms • Complex ERP integrations supported with Microsoft ecosystem alignment 🧠 AI & Automation • Microsoft Copilot for predictive analytics & workflow automation  • AI features included in standard plans: “no extra licensing required” 🌍 Regional & Business Fit • Ideal for Microsoft-heavy organizations • Supports regional compliance and Arabic language • Lower total cost of ownership • Streamlined integration with the existing Microsoft stack ✅ Pick Dynamics 365 CRM If You… • Want AI & automation included in your standard plan  • Use Microsoft 365 or Power Platform • Need regional compliance and Arabic support • Value seamless integration & cost efficiency 📞 Contact the Dynamics Experts today to unlock your growth: 📧 info@dynamics-experts.com 📱 +20 121 0787 565 #Dynamics365 #MicrosoftPartner #CRM #BusinessCentral #DigitalTransformation #PowerPlatform #Copilot #AIinBusiness #ERPIntegration #ArabicSupport #SaudiBusiness #DynamicsExperts #SmartSelling #MicrosoftSolutionsPartner #MiddleEastTech #BusinessGrowth

🚀 𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 𝟑𝟔𝟓 𝐋𝐞𝐚𝐫𝐧𝐢𝐧𝐠 – 𝐑𝐨𝐥𝐥𝐮𝐩 𝐯𝐬 𝐂𝐚𝐥𝐜𝐮𝐥𝐚𝐭𝐞𝐝 𝐅𝐢𝐞𝐥𝐝𝐬 When customizing in Dynamics 365 CRM, two field types often come up: Calculated Fields and Rollup Fields. Both reduce the need for plugins/flows for common business logic — but they work differently. 🔹𝐂𝐚𝐥𝐜𝐮𝐥𝐚𝐭𝐞𝐝 𝐅𝐢𝐞𝐥𝐝𝐬 - 𝑷𝒖𝒓𝒑𝒐𝒔𝒆: Perform real-time calculations on a record. - Data is calculated instantly when the record is accessed. - Can include math, string, date/time, and conditional logic.   Example 👉 Total Amount = Quantity × Unit Price - 𝑹𝒆𝒍𝒂𝒕𝒊𝒐𝒏𝒔𝒉𝒊𝒑𝒔 𝑺𝒖𝒑𝒑𝒐𝒓𝒕𝒆𝒅: Works with fields from the current entity and parent entity.   Example: On an Opportunity record, you can create a calculated field that uses fields from the related Account. 🔹𝐑𝐨𝐥𝐥𝐮𝐩 𝐅𝐢𝐞𝐥𝐝𝐬 - 𝑷𝒖𝒓𝒑𝒐𝒔𝒆: Aggregate values from related child records. - Data is calculated asynchronously (scheduled system jobs). - Supports aggregate functions: SUM, COUNT, MIN, MAX, AVG.  Example 👉 On Account, show Total Revenue = SUM of all Opportunities related to that Account. - 𝑹𝒆𝒍𝒂𝒕𝒊𝒐𝒏𝒔𝒉𝒊𝒑𝒔 𝑺𝒖𝒑𝒑𝒐𝒓𝒕𝒆𝒅: Works with child records (1:N relationship).  Example: On Account, roll up the Estimated Revenue from all     related Opportunities. ✨ 𝐊𝐞𝐲 𝐃𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞𝐬 𝐚𝐭 𝐚 𝐆𝐥𝐚𝐧𝐜𝐞: 𝑪𝒂𝒍𝒄𝒖𝒍𝒂𝒕𝒆𝒅 𝑭𝒊𝒆𝒍𝒅 → Record-level, real-time, works with same entity & parent entity fields. 𝑹𝒐𝒍𝒍𝒖𝒑 𝑭𝒊𝒆𝒍𝒅 → Aggregate-level, scheduled refresh, works with child entity records. 💡 𝐏𝐫𝐨 𝐓𝐢𝐩 𝐟𝐨𝐫 𝐂𝐑𝐌 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐞𝐫𝐬: - Use Calculated Fields when you need instant results from fields in the current/parent record. - Use Rollup Fields when you need aggregated results from child records. - Together, they reduce the need for custom plugins and Power Automate flows for simple logic. 👉 Have you used Rollup or Calculated fields in your Dynamics projects? What scenarios did you find them most useful for? Let’s share ideas! #Dynamics365 #CRM #Dataverse #Microsoft #PowerPlatform #D365

Microsoft 365 or Dynamics 365? Different jobs—often better together. Our guide explains the roles of each, when to add Dynamics apps to a Microsoft 365 foundation, and how Teams + Power Platform + Dataverse tie it all together. Read now ➜ https://lnkd.in/ggiuc7Va #Microsoft365 #Dynamics365 #CRM #ERP #PowerPlatform #Copilot

🔥 Businesses Today Need More Than Just Software Markets are moving fast, customer expectations are higher than ever, and small inefficiencies can hold back big opportunities. That’s where Microsoft Dynamics 365 with AI Copilot makes a real difference. It brings your teams, data, and customers together in one connected system: 🕑 ERP keeps finance, supply chain, and operations running smoothly. 🕑 CRM helps build stronger customer relationships with a 360° view. 🕑 AI Copilot boosts productivity by automating tasks and giving smarter insights in real time. Instead of juggling multiple tools, businesses get one platform that helps them work smarter, serve customers better, and grow faster. At Info-Sys, we help small and medium-sized businesses unlock this potential with Dynamics 365, making technology a real growth partner, not just another system. 👉 The future of business isn’t about working harder. It’s about working smarter. Ready to start? #MicrosoftDynamics365 #ERP #CRM #AICopilot #BusinessGrowth #InfoSys #SMBsuccess #DigitalTransformation #KSA