Author Archives for Bob Kanzler
Scribe Online Adapter convert to Azure AD – Client Credentials
Prerequisites D365 online Scribe Insight 7.9.5 or newer Scribe Adapter for Microsoft Dynamics CRM 562 HF 14 Azure AD App...

Dynamics 365 Customer Engagement
Take your fundraising beyond Giving Tuesday
While we have just finished up with Giving Tuesday, it is just a reminder of how much fundraising impacts your...

Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics Fundraising and Engagement – Part 2
This is the second blog in a series devoted to Microsoft Dynamics Fundraising and Engagement. The first blog introducing this...

Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics Fundraising and Engagement is released!
Microsoft recently included Fundraising and Engagement as part of its Dynamics 365 offering for the Not For Profit community. This...

Microsoft Teams Live Events Offers Affordable Solution to Nonprofit Organizations
As the COVID-19 pandemic continues, strategies employed by governments to slow the spread of the virus have massive impacts on...

Dynamics 365 Customer Engagement, Microsoft
Reflections on Microsoft Dynamics CRM and a Look at the Future
I was recently preparing for a demo to a prospective client. During my personal introduction, I told the people I...

Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM 2015 – The Future of the Dialog
As I look at the current feature set for Microsoft Dynamics-CRM, it seems that the existing dialog functionality doesn’t fit. ...

Dynamics 365 Customer Engagement, Microsoft
Microsoft Dynamics CRM 2015 Features: Business Process Flows
The Business Process Flows were created for Microsoft Dynamics 2013. As with most new features, the 2013 version of Business...

Dynamics 365 Customer Engagement, Microsoft
The Underutilized “Case” in Microsoft Dynamics CRM
I find it interesting that Microsoft Dynamics CRM tends to be the ‘Silver Bullet’ to most ERP issues. This is the...

Dynamics 365 Customer Engagement, Microsoft
When no customer service is great customer service and how to know what’s most effective for your business
I am flying back from my family’s usual stomping ground, Disney World. During this trip, we utilized for the first...