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 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.
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.
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.
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.
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.
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.
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.