Articles By: Brian Begley enCloud9

Understanding Charts in Dynamics 365

              This blog is part two of a multipart series on managing views, dashboards, and charts in Dynamics 365 for Customer Engagement. Part one discussed creating a personal view. This blog entry is about understanding charts in Dynamics 365. The next part in this series will discuss dashboards. We will …

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Creating a Personal View in Dynamics 365

This blog is part one of a multi-part series on managing views, charts, and dashboards in Dynamics 365. This blog will review the types of views as well as how to create a personal view in Dynamics 365. The next parts will cover creating charts and dashboards as well as sharing them with others in …

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How to Create a Contact Us Form Using Customer Voice

                  Customer Voice is the Survey tool from Microsoft that is included with your Dynamics 365 licenses. Previously known as Forms Pro, Customer Voice is Microsoft’s Premium version of the Forms application included with Microsoft 365 subscriptions. Recently a user posted a question of how to create a …

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Microsoft Teams Pro Adds Advanced Webinar Capabilities

Microsoft Teams is About To Get EVEN Better! Microsoft is adding new meeting and webinar capabilities to its Teams collaboration tool. Microsoft Teams Pro will include webinar registration and reporting functionalities which will allow organizers to use event registration with automated emails – both before an event starts (as a reminder) and following the webinar. With Microsoft Teams Pro, event …

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2021 Microsoft Power Platform Release Wave 1 Highlights

The 2021 Microsoft Power Platform release wave 1 describes all the new features releasing from April 2021 through September 2021 for Power BI, Power Apps, Power Apps portals, Power Automate, Power Virtual Agents, AI Builder, and data integration. The following key dates are subject to possibly change. The document may be viewed online or downloaded …

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2021 Dynamics 365 Release Wave 1 Highlights

The release plan for the 2021 Dynamics 365 release wave 1 brings many new innovations to empower you to transform your business. The release describes all the new features that will be released from April 2021 through September 2021. We are most excited about the new features coming to Dynamics 365 Sales, Service, Customer Voice, …

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The Dynamics 365 Sales Mobile App Helps Salespeople Stay Productive From Anywhere

The new Dynamics 365 Sales mobile app, now available for preview, is optimized to help your Sales team stay productive from wherever they're working. The key capabilities of the mobile app enable sellers to prepare more thoroughly for customer engagements, log and share information quickly, and easily find information they need. You will not only …

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Managing and Marketing Microsoft Teams Live Events – Part 2

In part one of our 2 part blog series on Microsoft Teams we told you what Microsoft Teams Live Events are and we showed you how is simple to create and market a Teams Live Event. There are 3 simple steps to follow when holding a Microsoft Teams Live Event: planning and set up, marketing, …

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Managing and Marketing Teams Live Events – Part 1

What are Microsoft Teams Live Events? So, you've likely used Microsoft Teams for chat, messages, and meetings, but did you also know that you can also host webinars in Teams? Microsoft Teams Live Events are an extension of Teams meetings - enabling users to broadcast video and meeting content to a large online audience. Teams …

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8 Ways Dynamics 365 Helps Build Customer Relationships

  Dynamics 365 combines business technology with the art of relationship.  Dynamics 365 provides you with a 360 degree view of the customer. This real time, complete customer view allows businesses to provide thoughtful engagement - while simultaneously building trust.  Although there are a multitude of ways Dynamics 365 helps build customer relationships, we have …

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