The Dynamics App for Outlook is a great application that is pushed to Outlook to integrate data between Outlook and Dynamics 365. Emails, Appointments, Contacts are a few examples of data that can flow between the applications. Information can be input/updated in Outlook and synchronized to Dynamics 365 so users do not need to …
Issues with the Dynamics App for Outlook (Lightweight App) Read More »
Efficiency, Effectiveness, Accuracy, Return on Investment. We've all heard terms like these in marketing discussions. How should these ideas guide marketing list management? Continue reading, to learn about recommended marketing list best practices. Clean Out The Trash A key component of a good marketing list is good data. For best results, deactivate contacts if they …
Data Sync Cloud is transforming, big time. It will still have the same great features that our clients love today, but will soon bring you better performance and more flexibility. If you're not already familiar with Data Sync Cloud, it's a real-time CRM / ERP integration built on Microsoft Azure cloud technology & infrastructure. …
Wow, the time has flown! Dynamics 365 release 2021 wave 1 is already here. Can you believe it? Wave 1 has come with a host of new and enhanced features being released from April 2021 through September 2021. This release contains hundreds of new features across Dynamics 365 applications including Marketing, Sales, Field Service, Customer Insights, and Customer …
Dynamics 365 Customer Voice 2021 release wave 1 is here! Read More »
Dynamics 365 for Marketing is a marketing automation application offered exclusively on Microsoft's Unified Interface platform. Microsoft has taken the time to enhance the marketing application's functionality in order to meet the gold standards of all Microsoft products. In most cases, Dynamics users are accustomed to working with third party applications which require an integration …
Power Automate is quickly becoming the go-to platform that meets your automation needs. In the past year alone, the platform has had countless updates. These include dozens of new connections and actions used across the software stack. One of the most exciting updates to Power Automate is the ability to generate documents based on …
What Is Maplytics? Maplytics is a certified mapping and data visualization application for Microsoft Dynamics 365. Providing users with the ability to access mapping data in real time, manage territories and create optimized routes, Maplytics takes the standard map capabilities of Dynamics 365 to a whole new level. By using a seamless integration with Bing …
We recently found an issue in Dynamics 365 where a customer could not add members to a Marketing List From a Saved View in Dynamics 365. Read on to find out why. THE PROBLEM My customer confirmed they had a saved view of contacts that brought up the correct records in advanced find. Second, …
Can’t Add Members to a Marketing List From a Saved View in Dynamics 365 Read More »
Lots of customers have opted to implement Microsoft Dynamics 365 On Premise rather than in the cloud over the years. We've helped several migrate to online as the choice became part of their technology roadmaps. In recent years, Microsoft has moved towards a "Cloud First" methodology. Review our recent blog post "The Benefits of Dynamics 365 …
Is your Dynamics On Premise implementation cloud ready? Read More »
