Articles By: Syvantis Technologies, Inc.

Upcoming Webinar: Implement role-based experiences in Dynamics 365 with customized UI apps

See first-hand how you can customize the new Dynamics 365 Unified Interface to implement unique apps for specific roles within your business processes. When: Wednesday, April 28th at 11 AM CT Register Now In this webinar you’ll learn: What the Unified Interface is and how it works. How you can customize Dynamics 365 sales apps to fit …

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Upcoming Webinar: Using Dynamics 365 to Empower your Marketing and Sales Teams with Digital Automation

See first-hand how your sales and marketing teams can automate their manual processes, which take up valuable time and energy, using tools in Dynamics 365 like lead scoring and automated email campaigns. When: Tuesday, February 16th at 11 AM CST Register Now In this webinar you'll learn: Target your leads most likely to close with behavior-based and targeted …

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We were upgraded to the Unified Interface for Dynamics 365. Now What?

In December, Microsoft began automatically transitioning all model-driven apps, except on-premises customers, to the new Unified Interface. Model-driven apps are custom applications on Microsoft’s Power Platform. These are low-code solutions, meaning that they are created using more of a component assembly style of interface, rather than writing code. They can range in size and functionality …

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Run Webinars out of Dynamics 365 with Microsoft Teams

With the release of Dynamics 365 2020 Release Wave 2, Microsoft has substantially increased the capabilities of Dynamics 365 Marketing. This includes the introduction of Microsoft Teams as an approved webinar provider for events managed in Dynamics 365 Marketing. With this addition, organizations can now use Dynamics 365 Marketing to send webinar invites and follow-ups, …

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Ditch the Integration Between Dynamics 365 and 3rd Party Marketing Applications

Digital marketers and salespeople understand the importance of having a database with correct and up-to-date information. Sending an email to an invalid inbox or calling a phone that is no longer associated with a prospect can waste valuable time and even hurt your domain sender score in the case of sending to inactive emails. Traditionally, …

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Creating a Social Posts Approval Flow with Dynamics 365 Marketing and Power Automate

Dynamics 365 Marketing is a powerful application within Dynamics 365 that allows for the easy management and deployment of digital marketing campaigns. Included within this is the ability to create and schedule social media posts.. As part of Dynamics 365 and the greater Microsoft suite of business apps, Dynamics 365 Marketing allows for easy integration …

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Developing an effective lead scoring methodology in Dynamics 365

Lead scoring models provide marketers and salespeople with a way to see how close a lead is to becoming an opportunity or even a sale. Typically lead scoring models calculate a score for each lead based on demographic details such as location or job title, and/or behaviors like opening a marketing email or visiting a …

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Deadline to move to the Dynamics 365 Unified Interface set to December 1, 2020

For many organizations, the web client interface for Dynamics 365 (commonly referred to as Classic UI or legacy web client) has been the primary way users have accessed and utilized Dynamics 365 modules like Sales, Service, and Marketing. By December 1, 2020, organizations must transition from this classic UI to the new Unified Interface experience. …

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Connecting Power BI to Dynamics 365

Business Intelligence tools are becoming increasingly popular with 91.6% of global companies increasing their investments in big data and AI in 2019. While many businesses are discovering uses for BI, it’s important to understand what BI tool makes the most sense and how they can connect to the systems you already use. Power BI is …

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Unite Sales and Marketing by implementing Dynamics 365 for Marketing alongside Dynamics 365 for Sales

By now, Dynamics 365 Customer Engagement is an established successor to Dynamics CRM Online. For $115/user/month, companies get Sales, Customer Service, Project Service Automation, and Field Service. The application that often gets missed in this package is Dynamics 365 for Marketing – an application that costs $1,500 per month if purchased alone. With Dynamics 365 …

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