Solzet Blog

Lead Scoring in Dynamics That Sales Will Actually Trust

Sales ignoring Dynamics lead scores? Rebuild from closed-won history, use a small rule-based score sales can read, publish the rules, validate before routing.

Reconciling Contradictory Omnichannel Numbers Before an Audit

Omnichannel numbers disagree with store and web data, or first contact resolution looks too good? Freeze the records, define each metric, rebuild one figure.

Automating Documents and Forms Without a Developer: What Power Platform Can and Cannot Do for You

Digitising customer forms, invoices and handwritten notes for an audit? Capture new data at source, extract old documents with AI Builder, verify every field.

Dynamics 365 Marketing Emails Landing in Spam and Taking Transactional Mail With Them

Marketing sends from Dynamics 365 got invoices blocked? Pause sends, split transactional mail, check SPF, DKIM and DMARC alignment, warm up to engaged only.

Customer Self-Service Bookings Without Double Bookings: Forms, Dataverse or a Portal

Customers double booking a slot? Enforce one slot record with a server-side uniqueness rule, then pick Forms and Dataverse, Power Pages or a custom portal.

Forecasting Subscription Renewals in Dynamics When the CRM Data Is Wrong

Cannot forecast renewals because Dynamics subscription data is wrong? Give finance a reconciled number with an exclusion list, then fix the renewal data model.

Tracking Customer Email in Dynamics 365 When IT Will Not Enable Server-Side Sync

No server-side sync in Dynamics 365? Use a Purview eDiscovery export for the audit, then a shared mailbox flow that matches records and dedupes on message ID.

Microsoft PartnersSeptember 17, 2026

Building a CSAT Programme That Cannot Be Gamed in Dynamics 365

CSAT scores nobody believes? Dispatch surveys by rule from a system account, pick recipients from case data, lock responses and keep a full audit history.

Legacy Fixed-Price Dynamics 365 Contracts Losing Margin: What Delivery Data Can Fix

Old fixed-price Dynamics 365 contracts losing margin? Rebuild delivered effort against scope, add a change-control gate and rethink delivery cost first.

Customer Surveys and Voice of Customer Reporting by Quarter-End With No New Tools

Quarter-end survey report due? Check Customer Voice entitlement, or use Microsoft Forms, a flow and Dataverse, then merge five teams into one defensible view.

Bringing an Offshore or Outsourced Dynamics 365 Team Back Under Control

Locked in to an outsourced Dynamics 365 team only they understand? Freeze change, demand runbooks, own credentials, get an independent review, then transition.

Your Only Dynamics 365 Administrator Has Resigned: A 72-Hour Knowledge Capture Plan

Your only Dynamics 365 administrator is leaving? Export solutions, flows, roles and plug-ins, reassign their connections, record walkthroughs and test a change.

Complaint and Case Handling That Survives a Regulated Audit

Complaints in a shared mailbox and spreadsheet? What auditors test, interim controls that make the mailbox defensible, and a traceable case system design.

Auditing a Failing Client Portal Before Your Renewal Is at Risk

Customer portal barely connected to Dynamics 365 and clients threatening to leave? The assessment that decides fix or replace, and when each route is right.

Cleaning Up Dynamics 365 Data Quality When You Have No Team and No Budget

Dynamics 365 data quality breaking invoicing and compliance? Scope to the fields that matter, profile with Power Query, fix at source, then clean in batches.

Securing a Power App That Was Never Meant to Hold Sensitive Data

Power App holding sensitive HR data that too many people can see? Contain sharing and anonymous links, keep the logs, then secure the data source itself.

Segmentation and Data Quality: Making a 40,000-Contact List Worth Sending To

Large, messy CRM list and one generic newsletter? Segment by behaviour first, suppress instead of deleting, dedupe on email and enrich only the fields you need.

Reconstructing Records When the Evidence Was Never Captured

Missing records before an audit? Rebuild from surviving evidence, label it reconstructed, keep a register of source and confidence, and disclose the gap.

When Billing Errors Are Costing You Clients: Fixing the System Behind the Invoices

Billing errors from your CRM driving clients away? Stop wrong invoices today, size the error population, find the root cause and add controls that stop repeats.

Power PlatformSeptember 16, 2026

Untangling a Black-Box Integration to Finance Before Quarter-End Close

Undocumented CRM to finance integration blocking quarter-end close? Reconcile the numbers first, then trace it from the finance side and replace it in stages.

Handing Over a Business-Critical App Before Its Only Maintainer Leaves

The one person who runs your payment or invoicing app is leaving? Hand over access, source, runbooks and a payment fallback, then prove it before they go.

Power PlatformSeptember 16, 2026

Consolidating Customer Data Scattered Across Departments and Spreadsheets

Every team keeps its own customer spreadsheet? Publish one authoritative record, match on deterministic keys, reconcile copies and move teams over in phases.

Rescuing a Failed Frontline Rollout: Rebuilding Trust With 500 Users Across 12 Sites

Frontline rollout failed? Quarantine bad data, observe two contrasting sites, rebuild one as the reference, then relaunch site by site on measurable terms.

Emergency Stabilisation When a Business-Critical System Is Failing Daily

Business-critical system crashing daily? The first 48 hours in order, then triage that decides stabilise, remediate or replace, on evidence rather than panic.

You Hired a Dynamics Developer Who Misrepresented Their Skills: Damage Control

A Dynamics developer overstated their skills and left a failed migration before an audit? Scope access, back up, inventory every change, then plan the repair.

Power PlatformSeptember 16, 2026

Executive Dashboards That Disagree With Finance: Finding and Fixing the Gap

Dynamics dashboard numbers do not match finance? Walk one metric from source record to report cell, check the five usual causes, then fix it in the data model.

Standing Up Reporting a Client or Auditor Will Accept in Weeks

Audit data scattered across old Excel files? Freeze the sources, agree each metric in writing, stage with row-level checks and publish one figure with lineage.

Power PlatformAugust 15, 2026

Power BI for Manufacturing: 5 Reports Every Plant Manager Needs

The five Power BI reports a plant manager actually uses - OEE, scrap Pareto, downtime, OTIF, and maintenance backlog - and how to model them on Dataverse.

Microsoft PartnersAugust 15, 2026

How to Choose the Right D365 Partner for Your Mid-Market Manufacturing Project

How a mid-market manufacturer should evaluate a Dynamics 365 partner: the ALM, Field Service, ERP integration and licensing questions that predict delivery.

Dynamics 365August 3, 2026

Choosing a Microsoft Dynamics 365 Partner in Armenia: What Yerevan Delivery Actually Involves

A 10 question buyer checklist for choosing a Dynamics 365 partner in Armenia, plus the Dataverse decisions you cannot undo and who really owns the build.

Dynamics 365August 3, 2026

Rescuing a Failed Dynamics 365 Implementation: Name the Root Cause Before You Fix Anything

How a Dynamics 365 rescue really works: naming the root cause before fixing anything, plus a full walkthrough of Customer Service unified routing setup.

Dynamics 365July 31, 2026

Taking Over a Dynamics 365 Project That Went Wrong: How a Rescue Actually Works

What a Dynamics 365 rescue and takeover involves: reading a half-built environment, stabilizing it, fixing Field Service scheduling and moving it forward.

Power PlatformJuly 30, 2026

Dynamics 365 and Power Platform Experts in Yerevan: A Buyer’s Guide

What Yerevan-based Dynamics 365 and Power Platform delivery looks like: nearshore time zones, certified engineers, project rescue and a due-diligence checklist.

When You Want an Experienced Power Apps Team You Can Plug In

What "an experienced team we can plug in" really means for Power Apps: how a nearshore Center of Excellence joins your project without a long ramp-up.

The Honest Way to Get a Kanban Board Into Dynamics 365

Getting a Kanban board into Dynamics 365: install a third-party AppSource app or build a custom PCF control, and how to tell which one your team really needs.

The Dynamics 365 Customization Mistakes We Get Called In to Fix

The Dynamics 365 customizations that break most often, how to fix them, and why searching for a training provider like Dynamics Edge is often the wrong move.