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How to Build a Customer Journey Map with Microsoft Dynamics

by 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 …

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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 …

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Send Dynamics 365 Emails from Power Automate

by ACE Micro, LLC - 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 …

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Create an SSRS report for Dynamics 365 – Part 1

by Aha Apps - Part 1 – Establishing Connection I recently came across a requirement where I had to create an SSRS report for Dynamics 365 for a client. This doesn’t sound that easy. Even being …

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Archiving Your Dynamics 365 Data

by Beringer Technology Group - Archiving Your Dynamics 365 Data One common question asked during a CRM implementation is "what are best practices around data archival for historical data?" My immediate response is "You get …

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On-Demand Microsoft Flow for Dynamics 365 and PowerApps

by ACE Micro, LLC - 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, …

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Custom Workflows & Actions in Dynamics 365 Customer Engagement: Key Takeaways

by Uma Kaliaperumal, Crowe - Dynamics 365 workflows involve a series of steps and rules that automate a business process or task. Actions in Dynamics 365 are a type of process. Actions open a range of …

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Overview of Case Management in Microsoft Dynamics 365 for Customer Service

by Ryan Plourde, Crowe - Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience your business. It makes information available across engagements so your agents can offer the …

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Creating PDF Quotes in Dynamics 365

by ACE Micro, LLC - Dynamics 365 has had a lot of great functionality added within the last few months. So, Microsoft has a whole site dedicated to documentation. I would recommend that you review …

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The 11 Step Plan for CRM Success

by Preact CRM - Microsoft Dynamics UK Gold Partner - There are some statistics for CRM that give it a bad reputation: “70% of CRM initiatives fail to achieve their expected objectives” - source Cap Gemini Ernst & Young “90% of …

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