Microsoft Dynamics 365 Blog

A look into the world of Microsoft Dynamics.

Alanna Friedberg

Recent Posts

Dynamics 365 vs. Salesforce: 2021 Comparison Update

Posted by Alanna Friedberg on Apr 13, 2021 9:30:00 AM

While Microsoft may be king when it comes to operating systems, it faces an uphill battle to win over market share from Salesforce in the CRM market. Salesforce has continued to dominate in that arena, claiming the #1 CRM provider crown in 2020 for the 7th year in a row. Things tend to come out more evenly when you do a Microsoft Dynamics 365 vs Salesforce feature-by-feature comparison.  There’s a lot to like about both Salesforce and Microsoft Dynamics 365. Both give organizations the kind of flexibility needed to grow and expand in a competitive marketplace.

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Topics: Dynamics 365

How to Enable Power BI in Dynamics 365

Posted by Alanna Friedberg on Apr 6, 2021 10:00:00 AM

Embedding Power BI into a Dynamics 365 instance gives users the ability to pull in reports, tiles, and dashboards from Power BI. You’ll need administrator access to perform a one-time configuration between the two applications to ensure proper communication and authentication. That allows the Dynamics 365 server to contact Power BI for a user, gain access to specific visualizations, and then redraw it within the application.

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Topics: Dynamics 365

What is Azure Active Directory, and How Do You Use It?

Posted by Alanna Friedberg on Mar 30, 2021 10:30:00 AM

Identity and Access Management (IAM) solutions help organizations define, organize, and manage users' roles within an organization. Administrators control the access individual users have to relevant systems and applications and revoke privileges when warranted. The growing embrace of cloud technology provided Microsoft with an opportunity to evolve its popular Windows Active Directory (AD) IAM, leading to the development of Azure Active Directory (Azure AD).

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Topics: azure

What Can Microsoft Dynamics 365 Do for Your Organization?

Posted by Alanna Friedberg on Mar 30, 2021 9:00:00 AM

Microsoft Dynamics 365 is more than just another CRM solution. It provides a full suite of cloud software solutions that help organizations streamline many of the manual business processes that can bog down your workers' efficiency. Incorporating the right elements of the Dynamics 365 platform can give your employees the freedom to focus on the tasks critical to achieving company goals. The following overview should provide some clarity if you’re still having trouble figuring out the answer to the question: What can Dynamics 365 do for your business?

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Topics: Dynamics 365

How to Create and Connect to an Azure Virtual Machine

Posted by Alanna Friedberg on Mar 23, 2021 10:30:00 AM

A virtual machine (VM) is an individual operating system that works like a physical computer but is created with software that builds an abstraction layer over existing physical hardware. Microsoft Azure gives organizations the ability to create VMs through their Azure Infrastructure as a Service (IaaS) platform. There several different ways IT shops can leverage Azure IaaS to create new VM instances as needed to support business goals.

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Topics: azure

IaaS vs. PaaS vs. SaaS: Where Does Azure Fall?

Posted by Alanna Friedberg on Mar 16, 2021 10:30:00 AM

The past decade has seen a dramatic rise in As-A-Service cloud technology offerings designed to reduce upfront IT costs for organizations, offer more business flexibility, and provide easy access to innovative business technology. Microsoft Azure’s suite of products gives organizations the ability to choose different services to scale and adapt to their business needs. Customers pay a subscription each month to gain access to Azure services, including Azure Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS) product models.

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Topics: azure

How to Assign Security Roles in Dynamics 365

Posted by Alanna Friedberg on Mar 10, 2021 10:30:00 AM

Microsoft Dynamics 365 provides organizations with a suite of comprehensive services that help them meet the company's needs. IT administrators charged with providing access to various applications can set up security roles designed to grant users specific data privileges. It’s possible to assign users to more than one security role depending on their position in an organization and the necessity for them to access specific information.

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Topics: azure

5 Ways a CRM for Financial Advisors Changes Your business

Posted by Alanna Friedberg on Feb 9, 2021 10:15:00 AM

Like most businesses, the financial services industry relies on the client relationship to stay competitive. It’s a people-driven business, after all, and with those clients come reams of financial data that must be kept secure. A customer relationship management (CRM) platform is an important tool for financial advisors in banking, retirement, portfolio planning, or other areas, to manage data and client contacts. Here are 10 ways a CRM for financial advisors can change your business.

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Topics: CRM

Microsoft Azure Security Best Practices

Posted by Alanna Friedberg on Feb 4, 2021 10:15:00 AM

Infrastructure-as-a Service (IaaS) is expected to hit the $72 billion mark this year, making it not only a hot service, but also a hot target for cyber attacks. Computer Business Review reports a 300% increase in attacks in the past year, from Trojans to denial of service attacks (DoS). As recently as December 2019, hackers exploited an Azure vulnerability that allowed them to take over Microsoft Azure user accounts. This could cause loss of data, compromised servers, data manipulation, and even encryption of all data via ransomware. What are the Azure security best practices for companies to ensure they don’t fall victim to a malicious cyber attack?

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Topics: azure

Why Medical Practitioners Need HIPAA Compliant CRM

Posted by Alanna Friedberg on Jan 28, 2021 10:15:00 AM

What’s the relationship between CRM and HIPAA in healthcare? Why do healthcare providers need more technology to manage their patients? The answers to these questions lie in some of the big technology disruptions that healthcare has experienced in the last decade. Like every other industry, technology has been a game changer. Here’s what you need to know about HIPAA-compliant CRM platforms and why healthcare needs these tools.

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Topics: HIPAA