Resource Center

Learn about business applications, CRM best practices, Microsoft business technology updates, and Altriva news with articles, guides and how-tos from our resource center.

How Customer Service Leaders Put Their Technology Budget Where It Counts

Balancing high-quality support with managing a rapidly growing queue of requests is the struggle of every customer service team. With strategic improvements to a few of your systems, you can increase the effectiveness of each of your existing agents and be ready to bring on new agents more quickly...

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4 Reasons to Take Advantage of Dynamics 365 Electronic Signature Integrations

If your team isn’t using an electronic signature solution within Dynamics 365 already, it should be...

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Get to Know Dynamics 365 Marketing

Launched in 2018, it’s a relatively new, but robust competitor on the scene that continues to grow in its capabilities....

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User Authentication in Power Virtual Agents

Learn how user authentication is enabling your chatbots to have better user interactions by understanding who they are talking to...

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Microsoft Data Export Service to Azure Synapse Link for Dataverse

Data Export Service reaches end-of-support in November 2022. Are you ready? Make sure you are with these migration best practices...

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5 Tips for More Accurate Power BI Maps

Use these best practices to ensure your Power BI maps display your data as accurately as possible...

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Voice Channel for Dynamics 365 Customer Service

Voice channel is the latest addition to Microsoft's Customer Service Omnichannel suite, having just entered general availability November...

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The Latest Updates to Microsoft Power Apps Portals

Get an introduction to portals and go over some of the most interesting new capabilities from the most recent release waves.

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How to Connect Excel to Dynamics 365 with Power Query

Using Power Query in Excel, users can bring Dynamics 365 data into their Excel data model and easily prepare their data for analysis.

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UI Changes from Release Wave 2

We’ve put together an outline of some of the most notable user interface changes for your reference.

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Azure Data Factory

Discover when you should use ADF with Dynamics 365 and Power Apps, our favorite features and what you should be aware of.

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Microsoft Power Automate Error Handling Tips

Make the troubleshooting Power Automate a little easier with these error handling best practices.

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Regional Discovery Service Deprecation

Have you validated your third party integrations since the deprecation of regional Discovery Service?

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Microsoft Power Virtual Agents

Get to know Microsoft's no-code chatbot building solution.

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Customizing Labels in D365 with Emojis

Did you know you can customize D365 labels with emojis? Learn how to do it, why you might want to, and what to keep in mind if you do.

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Microsoft Power Automate Desktop

What to know about the latest solution joining Microsoft's process automation platform.

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How to Bulk Edit Records in Dynamics 365

Have a large number of records to update? Here are two methods you can use to make changes in multiple records at once.

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Marketing Segments vs. Marketing Lists

Examine the differences between marketing segments and marketing lists in Dynamics 365 for Marketing.

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