Turning a sales-intelligence export into a clean CRM data model

by site-publisher | Jul 5, 2026 | Microsoft Dynamics 365 CRM

Mapped every field from a sales-intelligence platform’s export into the matching CRM account and contact records Caught the transforms that trip up imports – values stored in thousands, and picklists that must match the CRM’s own options Corrected a...

Dynamics 365 CRM: Last Contact Engagement tracking on Accounts

by site-publisher | Jul 5, 2026 | Microsoft Dynamics 365 CRM

Every Account in the Authgnosis CRM now carries a live last-touch indicator: when anyone at that company was last emailed, called, or met, and how – updated automatically the moment it happens. Added two fields to the Account table: Last Contact Engagement (date/time)...

Dynamics 365 CRM: API integration + change-control repo

by site-publisher | Jul 2, 2026 | Microsoft Dynamics 365 CRM

Claude can now manage the Authgnosis CRM directly through the Dataverse API, with every future change tracked, auditable, and reversible through a new change-control repo wired into the daily close-out workflow. Stood up programmatic access to the Authgnosis CRM...