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How to Build a Customer Journey Map with Microsoft Dynamics

by Natalie Jackson, emfluence Marketing Platform - Want to send highly targeted (and better performing) marketing campaigns? Start by mapping your customer journey. The customer journey is broadly defined as the steps a potential buyer could take toward becoming your customer. For most brands, this will be comprised of Awareness, Consideration, Conversion, Loyalty, and Advocacy: Taking the time to map your customer …

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Microsoft Dynamics CRM: Sales Leads vs. Opportunities

by xRM³, Inc. - A Microsoft Dynamics CRM user from the other side of the globe hit me up on the xRM³ contact us page recently. Here is what they wrote, “I am a sales manager in an IT based company. We use Microsoft Dynamics CRM 2015 and I have a question. Exactly when do we qualify a lead to …

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How to Setup a Dynamics 365 integration with SharePoint

by Connecting Software - If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits. …

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Send Dynamics 365 Emails from Power Automate

by ACE Microtechnology - Setting the stage Prior to Power Automate (formerly Microsoft Flow), many of you probably sent emails using a workflow in Dynamics 365. This option has been around for quite some time. Typically, you have some automated process where emails go out to notify internal personnel or external customers. But, you may have seen the "nag" …

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Word Document Templates that use FetchXML for Complex Data Retrieval

by Rockton Software - Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But …

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Microsoft Dynamics 365 ♥ Azure App Services

by Beringer Technology Group - Microsoft Dynamics 365 ♥ Azure App Services Peanut Butter & Jelly ..... Cookies & Milk ..... Han Solo & Chewbacca There's been some great pairings that have stood the test of time.  Individually they each have their unique strengths, but combining them makes an unstoppable duo!  I've been working in the Microsoft space for my entire career, …

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Dynamic Values for Custom Entities in Email Templates

by Rockton Software - Creating Email Templates in Microsoft Dynamics CRM a very simple task, on the surface. You write what the Subject will be, followed by the Body of the message, and just like that you’ve created an email template. However, there are instances when you might want to add some Dynamic values based on the record. Inserting …

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3 Real Examples of Microsoft Dynamics 365 Field Service Success

by Ryan Plourde, Crowe - If your organization provides service, empowering your mobile workforce with the right tools can spell success in the form of customer loyalty and repeat business. With the right systems in place, your workforce can be dispatched sooner, solve problems faster, and close work orders more efficiently. Microsoft Dynamics 365 Field Service is a field service …

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On-Demand Microsoft Flow for Dynamics 365 and PowerApps

by ACE Microtechnology - Why this post? This post is a segment of something I covered during my User Group Summit 2019 session. This session was called "Triple Threat - Microsoft Flow, Dynamics 365, and You". During this session I covered various ways you can utilize Microsoft Flow with Dynamics 365. If you attended the User Group Summit 2019 …

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What is the Essential License for Microsoft Dynamics CRM?

by Ryan Plourde, Crowe - The least expensive license type for Microsoft Dynamics CRM is the Essential license. But before you start calculating your cost savings you should know that Essential users can not actually log in to Dynamics CRM. Which means very few companies have a reason to use this license type. So what is the Essential license? The …

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