Nemely Insights

Ideas that make the next CRM decision clearer.

Practical guidance, technical walkthroughs and useful perspectives for leaders and teams working with Dynamics 365, Power Platform and customer relationships.

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AI & Copilot

CRM is moving into Teams. What should sales leaders prepare?

Microsoft is bringing customer context closer to the conversations where teams work. The opportunity starts with choosing the customer workflow that should improve.

NemelyOctober 13, 20266 min read

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Showing 19 of 19 insights

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AI & Copilot · Perspective

CRM is moving into Teams. What should sales leaders prepare?

Microsoft is bringing customer context closer to the conversations where teams work. The opportunity starts with choosing the customer workflow that should improve.

NemelyOctober 13, 20266 min read

A professional reviewing printed documents beside her laptop in an office

AI & Copilot · Practical guide

Better CRM data, more useful Copilot: a practical guide to sales follow-up

An AI-generated briefing is only part of good follow-up. The customer information, review and next action behind it need to work together.

NemelySeptember 25, 20266 min read

Two colleagues reviewing information together on a laptop in a glass-walled office

AI & Copilot · Business guide

Before you add Copilot to your CRM, check these five things

A useful AI pilot starts with a real sales task. Here is how to check the information, access and working habits behind it before you roll it out to your team.

NemelyAugust 20, 20266 min read

A woman in a yellow shirt working on a laptop with a coffee beside her.

Growth · Business guide

Do You Want to Grow Sales – Without Growing the Organization?

How connected customer data and focused sales processes help teams create more momentum without adding unnecessary complexity.

NemelyJune 25, 20254 min read

A woman wearing headphones smiling during a laptop call in a warm workspace

AI & Copilot · Archived webinar

Archived webinar: Copilot and AI in Microsoft Dynamics

An archived announcement for the June 2023 Copilot and AI webinars. Registration is closed; find current AI guidance inside.

NemelyMay 29, 20235 min read

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Implementation · Technical guide

Connect to Multi-factor Enabled D365 Dataverse/CDS Programmatically Using Certificates (Online 9.1)

A 2021 Dataverse connection walkthrough using certificates, with certificate-store setup, C# examples and links to current Microsoft guidance.

NemelyFebruary 17, 20213 min read

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Nemely news · Company update

Nemely’s CRM Alerts App Recognized as Microsoft Preferred Solution on AppSource

Nemely’s 2020 announcement of CRM Alerts as a Microsoft Preferred Solution on AppSource, with mobile notifications and approvals for Dynamics 365.

NemelySeptember 11, 20202 min read

A professional reviewing printed notes beside a laptop in a shared workspace.

Dynamics 365 · Technical guide

Generate PDF Report in Dynamics CRM 365

An archived 2020 guide to downloading Dynamics 365 SSRS reports as PDFs using JavaScript, report sessions and query parameters.

NemelyJuly 6, 20207 min read

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Dynamics 365 · Technical guide

Refresh CRM Grid using JavaScript

A practical guide to refreshing Dynamics 365 forms and views programmatically in a supported way.

Bhavika PatelJune 17, 20204 min read

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Implementation · Technical guide

Connect to D365 CE Programmatically without MFA/ On-Premise D365 CE

Archived 2020 C# connection examples for Dynamics 365 on-premises and CDS online, including the original WS-Trust deprecation notice.

NemelyMay 18, 20202 min read

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Implementation · Technical guide

Connect to Multi-factor Enabled D365 CDS Programmatically (Online 9.1)

A 2020 walkthrough of application registration, client secrets and C# connections to Dynamics 365 CDS, with links to current authentication guidance.

NemelyMay 18, 20202 min read

A developer in a red checked shirt planning on a whiteboard with a colleague.

Implementation · Technical guide

Various Ways to Connect to D365 CDS Using C#

An archived 2020 overview of C# connections to Dynamics 365 and CDS, linking to application-authentication and on-premises examples.

NemelyMay 18, 20202 min read

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Nemely news · Company update

Nemely CRM Alerts App Now Microsoft-Certified and Available on AppSource

Nemely’s May 2020 announcement of CRM Alerts version 2.0 certification and AppSource availability, including the features described at launch.

NemelyMay 4, 20203 min read

Colleagues having a conversation beside an office staircase.

Growth · Project announcement

Empowering Sales Teams with Microsoft Dynamics 365 and CRM Alerts

Nemely’s 2019 project announcement brings together Dynamics 365, ClickDimensions, Resco and CRM Alerts to support sales work.

NemelyJanuary 7, 20192 min read

A professional discussing paperwork with a colleague across a meeting table.

Nemely news · Company update

Nemely and Goava Form Strategic Partnership

Nemely’s 2018 partnership announcement with Goava explores prospecting, customer research and connected CRM data.

NemelyDecember 4, 20182 min read

A professional in a blue shirt working at a laptop beside a brick wall and window

Nemely news · Company update

Nemely Releases an Updated Website

A look back at Nemely’s June 2017 website refresh, including mobile browsing, clearer navigation and the move to nemely.com.

NemelyJune 19, 20172 min read

A smiling professional in a dark shirt holding his smartphone in an office

Nemely news · Company update

You Asked and We Listened – CRM Alerts is Now Available on Microsoft AppSource

Nemely’s June 2017 announcement of CRM Alerts certification and availability in the Dynamics CRM/365 Marketplace.

NemelyJune 19, 20172 min read

A professional checking her phone beside a planning board covered with notes.

Dynamics 365 · Technical guide

Updated Instructions on How to Set up CRM Alerts Workflows are Available

An archived CRM Alerts setup guide explaining how workflows send mobile notifications and approval requests from Dynamics 365.

NemelyJune 14, 20172 min read

A professional checking a smartphone notification beside a notebook and orange pen in a cafe workspace.

Nemely news · Company update

Nemely Releases CRM Alerts

Nemely’s April 2017 launch announcement for CRM Alerts, introducing mobile push notifications and approval requests from CRM.

NemelyApril 7, 20172 min read

What are you looking for?

Ideas that make the next CRM decision clearer.

CRM is moving into Teams. What should sales leaders prepare?

Find the idea that moves your work forward.

CRM is moving into Teams. What should sales leaders prepare?

Better CRM data, more useful Copilot: a practical guide to sales follow-up

Before you add Copilot to your CRM, check these five things

Do You Want to Grow Sales – Without Growing the Organization?

Archived webinar: Copilot and AI in Microsoft Dynamics

Connect to Multi-factor Enabled D365 Dataverse/CDS Programmatically Using Certificates (Online 9.1)