Moving to Dynamics 365 Online? Don't forget your custom reports!
As you may be aware, Microsoft is sunsetting Dynamics 365 on premise in favor of Dynamics 365 cloud. If you are currently on premise and not yet in the process of migrating to the cloud, here is a good article to help get you started. As part of the transition, one important component that you …
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ClickDimensions update 12.4: What's New?
If you're a fan of ClickDimensions, you know that there are frequent updates and changes to the product meant to enhance the usability and functionality of the application. As of April 26th, the new version is available to all regions - US, CA, AU and EU. Let's dive into the changes in the latest version, …
Salesforce vs. Dynamics 365: Sales Reporting and its Limitations
Reporting and sales process defining are key elements to measuring success and identifying trends for sales strategy. There are a few limitations that are revealed in comparing Salesforce to Microsoft Dynamics 365 Sales Enterprise. Salesforce activity forms are great out of the box, but when a sales team desires to leverage a custom activity report, …
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Dynamics 365 versus Salesforce: Email Activities
Microsoft Dynamics 365 Sales Enterprise and Salesforce both offer so much value, that choosing the best CRM for your business can be complex. There are tradeoffs to both products, and finding the one that best matches your business requirements is key to having overall satisfaction with your choice. Salesforce Email Setup and Ease of …
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Microsoft Dynamics 365 2022: Wave 1 Release
Microsoft Dynamics 365 and Power Platform 2022 Release Wave 1 is here, and it brings new innovations that provide significant capabilities to transform your business. The Microsoft Dynamics 365 release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Supply Chain Insights, Human Resources, Commerce, …
Dynamics 365 Marketing and Power Automate Release Wave 1
Microsoft Dynamics 365 and Power Platform 2022 Release Wave 1 has arrived, and Microsoft showcases new innovations that provide instrumental capabilities to revolutionize your business. This blog will focus on Dynamics 365 Marketing. The Microsoft Dynamics 365 release encompasses features across Dynamics 365 applications, including Marketing starting April 1st, 2022. Review the regional deployment schedule here. What's new with Dynamics …
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Dynamics 365 2022 Release Wave 1: Sales
Microsoft Dynamics 365 and Power Platform 2022 Release Wave 1 is here, and it brings new innovations that provide significant capabilities to transform your business. The Microsoft Dynamics 365 release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Supply Chain Insights, Human Resources, Commerce, Fraud Protection, …
Going Online with Dynamics 365
Are you stuck with a legacy Microsoft Dynamics CRM on-premise system? As Microsoft phases out these antiquated applications, a migration path to the cloud can seem daunting. A Microsoft Dynamics 365 Cloud migration is not a traditional server "lift and shift", and requires the experience of a certified team who specializes in these migrations. Keep …
New Release: Dynamics 365 and Power Platform
Dynamics 365 Customer Insights is an industry-leading customer data platform that enables organizations to understand the data about their customers and drive personalization for them. Here's some of the enhanced Customer Insights capabilities: New templates and libraries of industry standard metrics to get started faster. Accelerate B2B sales and increase return on marketing spend through intent …
Dynamics 365 Field Service: Advanced Schedule Board Settings
What is Field Service? Dynamics 365 Field Service is a business application that is licensed separately from your other applications, but can be used within your existing Dynamics 365 organization. It primarily helps service industry teams with scheduling work orders and providing onsite assistance at client locations. The application comes with many features including pre-defined …
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