Forgotten Features of Dynamics 365

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Forgotten Features | Dynamics 365 | enCloud9

Every month, enCloud9 chooses one topic from the Power Platform/Dynamics 365 universe and focuses their blogging on that topic. Last month, our topic was Forgotten Features of Dynamics 365. Since there are so many underutilized features in Dynamics 365 that people tend to forget about, we will continue topic for August. Here are snippets of each article we wrote and links so you can read more.

Kanban Boards - a Forgotten feature?

Kanban Boards in Dynamics 365 is not really a forgotten feature, but maybe more of a feature that is not used as often as it should be. Kanban boards is a feature that needs to be turned on by your CRM administrator. In the everyday hustle and bustle, Kanban boards is simply a feature that gets put by the wayside (or forgotten).
Read to learn what Kanban Boards are and why you should use them.

Dynamics 365 | encloud9

How Dynamics 365 Goals Helps Businesses Stay on Target

Goals can be a very important piece of the puzzle for any organization, as goals can be used for compensation, bonuses, or even advancement within the company. Dynamics 365 goals allow organizations to set sales, service, marketing, and other business goals for their company and then measure the results against targets. Using goals, businesses can measure the success of the customer journey on an ongoing basis. Goal setting enables businesses to make needed improvements in order to reach their targets more quickly and effectively. Businesses are able to see the success of their goals on an ongoing basis using the goal metric and a target.

Read to learn more about Dynamics 365 Goals

Dynamics 365 | encloud9

Keep Your Data Clean with Duplicate Detection in Dynamics 365

Duplicate records in Dynamics 365 can be an annoyance. Not only do duplicates lead to wasted time (wasted phone calls, wasted emails, and wasted messages) but ultimately Sales and Marketing teams could potentially end up pursuing the same deals. But with duplicate detection in Dynamics 365, you can proactively avoid this problem.

Read to learn more about Data Detection in Dynamics 365.

Learn more | encloud9


Integration between Outlook and Dynamics 365

Peanut butter and jelly, cookies and milk, grilled cheese and tomato soup - some things are good alone, but when combined with something else, are outstanding. That is how Dynamics 365 and Outlook are. Dynamics 365 and Outlook work seamlessly together to make it really easy for you to receive emails and track them straight into your timeline in Dynamics and also from Dynamics to be able to see your emails so you don't have to be constantly switching back and forth between the two.

Read more to learn about the harmonious integration between Outlook and Dynamics 365.

Learn more | encloud9


Territory Management in Dynamics 365

One of the most overlooked yet powerful features of Dynamics 365 CE is Territory Management. Territory Management is available in Sales, Customer Service, Field Service, Project service Automation, and Marketing.

Territory Management in Dynamics 365 helps you to optimize your efforts, focus on the behaviors of a specific market, and base your business decisions on real data.

Read more to learn about the Territory Management in Dynamics 365.

Learn more | encloud9


How Can We Help?

We hope you've enjoyed reading our blogs about forgotten features in Dynamics 365. If you’ve got an upcoming Dynamics 365 deployment or are looking to get the most out of your CRM, turn to enCloud9 for assistance. From platform selection to licensing to implementation and go live, we guide you every step of the way. Once you are live, enCloud9’s Dynamics 365 Management Services support your users and keep your system up-to-date and running smoothly. To learn more, contact us today. We’d love to hear about your business and discuss how our custom Microsoft Dynamics 365 solutions can work with your business and its specific needs.

Further Learning

Visit our blog for tips and tricks on Dynamics 365 and the Power Platform. enCloud9 is focused on bringing you the latest on sales, marketing and customer service. You might enjoy a recent blog article we wrote about 6 Keys to a Successful Dynamic 365 Implementation. In addition, we have many informational on-demand webinars. These videos can be viewed on our YouTube Channel.

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