dynamics 365

What Is Maplytics? Maplytics is a certified mapping and data visualization application for Microsoft Dynamics 365. Providing users with the ability to access mapping data in real time, manage territories and create optimized routes, Maplytics takes the standard map capabilities of Dynamics 365 to a whole new level. By using a seamless integration with Bing …

Maplytics New Features Read More »

Multi-factor Authentication (MFA) is a great first step in tightening data security to prevent a breach of your invaluable Microsoft Dynamics 365 CRM data. Think of how implementing multiple Microsoft Azure 365 identity and access management security measures can exponentially increase your tenant’s protection!    In Part 1, we covered best practices surrounding your Azure Portal …

Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 2 Read More »

  We recently found an issue in Dynamics 365 where a customer could not add members to a Marketing List From a Saved View in Dynamics 365. Read on to find out why. THE PROBLEM My customer confirmed they had a saved view of contacts that brought up the correct records in advanced find. Second, …

Can’t Add Members to a Marketing List From a Saved View in Dynamics 365 Read More »

If you’re like most marketers, the last year has probably driven more marketing qualified leads into your funnel than sales qualified leads. With traditional sales qualified lead opportunities largely out of commission due to the pandemic, marketers have found their pipelines unexpectedly filled with marketing qualified leads—and those can be a bit trickier to turn …

Turning Marketing Qualified Leads into Sales Qualified Leads (with a Little Help from Marketing Automation) Read More »

Lots of customers have opted to implement Microsoft Dynamics 365 On Premise rather than in the cloud over the years. We've helped several migrate to online as the choice became part of their technology roadmaps. In recent years, Microsoft has moved towards a "Cloud First" methodology. Review our recent blog post "The Benefits of Dynamics 365 …

Is your Dynamics On Premise implementation cloud ready? Read More »

  What is Customer Service? Dynamics 365 Customer Service offers end-to-end service capabilities for customer support, including customer self service.  Customer Service ensures your agents have the right tools to route and manage cases for all of your customers. What is Field Service? Dynamics 365 Field Service provides the tools required to ensure your customers …

Dynamics 365 Customer and Field Service 2021 Wave 1 Read More »

To take marketing to the next level, take a look at the updated features in Microsoft Dynamics 365 Marketing 2021 Release Wave 1. Marketers did not expected the current pandemic to have such a profound effect on how businesses operate. Finding new leads or just holding on to long-time customers has become a greater challenge. Microsoft's …

Dynamics 365 Marketing 2021 Release Wave 1 Read More »

Think about how many documents are stored in your CRM system. There’s at least thousands, if not millions, of forms, papers, policies, and reports stored in there. And chances are, you rely on that content to get work done, so it has to be organized.  Before software, we relied on the good old-fashioned filing cabinet …

Introducing the First Solution from Project Cortex: SharePoint Syntex Read More »

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