Dynamics 365 has some powerful marketing tools and extensions that can be used to email your clients on demand or based on a schedule. This is a great way …
Posts Tagged ‘contacts’
Dynamics365 App for Outlook Webinar
Most business users respond to emails all day long. Oftentimes these emails dictate which tasks you focus on and help you to prioritize the tasks you need to …
Highlights of Upcoming Dynamics 365 October 2019 Updates
Setting the Stage During the recent Microsoft Business Applications Summit, Microsoft announced the availability of the "2019 Release Wave 2 Plan". The Release Plan covers all of the upcoming updates …
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Dynamics CRM 2015 Outlook Client: The Top 5 Reasons to Roll it Out Today
Dynamics CRM 2015 essentially comes in three different user interfaces: the CRM web, the Outlook Client and the CRM mobile app. The user’s experience is highly dependent on how they …
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Keep CRM Contact Lists Clean with Excel Automation
Dynamics CRM automates many aspects of list management; for example, when opportunities are closed and marked as "won", Dynamics CRM can automatically update accounts from prospects to customers. Additionally, Dynamic …
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Microsoft Dynamics CRM Reduces Data Entry Time
Data entry is never at the top of anyone’s to-do list but in order to keep your customer database up to date, it’s a necessity. If you’re using Microsoft Dynamics …
