How Dynamics CRM Report Scheduler Works for You (Even When You’re Not Working)

We use Cases in Microsoft Dynamics  365  CRM to track issues or problems that need resolution. When a constituent sends an email to support mailbox (to an address you designate), Work 365  Email to Case Automation  add-on  automatically creates a Case in CRM and auto- po p ulates  Case fields from email body.  To understand the business benefits and the  high - level  process flow for Email to Case Automation, please refer my earlier blog " Microsoft Dynamics 365 CRM Service Automation - Email to Case ".     While Email to Case is pretty awesome, there are few downsides that you may come across over a period of time. This blog provides an overview of various features and functionalities that have been added to overcome these gaps and pitfalls based on experience with our customers.     The  functionalit y  has been broken down into following sections:     Case Exclusion Settings   ...

How to customize management of multiple domains using WORK 365’s Delegated Admin App for Office 365   The larger your company, the more domains your IT department will likely be managing. And while Microsoft’s Office 365 has made overseeing user access and privileges for global administrators much easier, there are a few areas where Office 365 falls short when supporting staff who require cross-domain access or groups of users from different domains who require certain privileges.      Specifically, global administrators who support staff working across multiple domains face the choice of either:   1. Authorizing every change on every domain level, a time-consuming chore which might require hiring more administrators  or 2.  Granting  admin  privileges to a number of users who might not need them, which carries a risk of error   WORK 365’s  latest application,  Delegated Admin , solves Of...