About Microsoft Dynamics 365

Inogic's Logo Microsoft Dynamics 365 CRM Lead/Case Assignment Automation Rules - Best Practices and Tricks!

Businesses revolve around Sales. That is why Leads are precious because only a fraction of them are converted into sales. And one of the challenges that organizations face in lead conversion is responding quickly to newly generated leads. 41% of business organizations feel that following up with leads quickly is a challenge. But only 25% …

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Connecting Software's Logo Partnering to Solve a Hidden Dynamics 365 Implementation Problem | Dynamics Success Stories

    > Problem: ORBIS SE’s customers wanted their permissions synchronized when integrating Dynamics 365 with SharePoint, in their workflows >  Solution: CB Dynamics 365 to SharePoint Permissions Replicator >  Provider: Connecting Software > Customer: ORBIS SE, which helps SMEs and international corporations to digitalize their business processes.  “For a full solution of permission replication, we always …

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Beringer Technology Group's Logo 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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JourneyTEAM 's Logo The Benefits of Using Dynamics 365 Customer Insights

Bring Together Transactional, Behavioral, and Demographic Data to One Platform Dynamics 365 Customer Insights is Microsoft's customer data platform (CDP) that helps deliver personalized customer experiences and is a leading performer in tracking customer data. The platform's capabilities provide insights into who your customers are and how they engage with your platform. Unify customer data …

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Crowe's Logo Yesterday’s CRM Versus Microsoft Dynamics 365 For the Way We Work Now

The world of CRM has grown and evolved dramatically since the early days of contact management systems and sales force automation. It has had to keep up with the way we want to work. Some of our treasured legacy systems no longer do what we need them to do, no matter how much we coddle …

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Connecting Software's Logo CRM SharePoint Integration and Personal Data Protection | Dynamics Success Stories

    > Problem: Missing synchronization of permissions and privileges for family processes in Dynamics 365 and SharePoint >  Solution: CB Dynamics 365 to SharePoint Permissions Replicator >  Provider: Connecting Software > Customer: Wingerdbloei, a counseling center in Antwerp (Belgium) for young people and families with children “We haven’t had any issues with the Dynamics 365 …

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Beringer Technology Group's Logo 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, …

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JourneyTEAM 's Logo JourneyTEAM's Tech Insider Update Webinar May 17th, 2022

This elite and FREE insider event is a showcase of the latest and greatest updates in Microsoft Technology. This fast-paced rundown with our experts covers updates in ERP, CRM, Azure, Power Platform, SharePoint and more. Here's a quick sample of what you will learn in the May 17th Webinar: Learn how to use Power BI …

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Connecting Software's Logo Have You Heard About the New Dynamics 365 + SharePoint Document Management Suite?

If you have documents and attachments in Dynamics 365, you have probably realized Dynamics document management is not the best. Nonetheless, it is convenient to have the documents right there, where users need them. To get the best of both worlds, you used to have to pick multiple solutions. Fortunately, there is now an all-in-one …

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Connecting Software's Logo The Future of Dynamics 365 Attachments: Our Experts Weigh In

    What can you do with all those attachments that end up in Dynamics? Our experts share their ideas. You can use Dynamics 365 for many things, and tracking communication with customers is one of them. Unfortunately, this will most likely lead to plenty of Dynamics 365 attachments taking up a substantial amount of …

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