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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘dynamics 365’

LinkedIn and Dynamics 365/CRM: a Winning Solution

Your CRM solution has a lot of useful information about your leads and customers. But it could have much more if it was linked with LinkedIn. LinkedIn is a social network for professionals, and if your client has a LinkedIn profile, you can learn a lot of valuable information to round out what you have […]

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Send Dynamics 365 Emails from Power Automate

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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What’s Great about Microsoft Dynamics 365’s Unified Interface

One of the beauties of Microsoft Dynamics 365 is its versatility. That versatility is due in large part to Microsoft’s commitment to continue to expand, adding apps that allow modules to connect with one another and handle a variety of business processes. Dynamics 365 Unified Interface (UI) allows a seamless interaction across desktop, mobile, and […]

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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 work on. The main way you communicate with your customers and coworkers is email, so doesn't it make sense that your email would be integrated […]

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Increase Productivity with Dynamics 365 App for Outlook

Increase Productivity with Dynamics 365 App for Outlook 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 work on. The main way you communicate with your customers and coworkers is email, so doesn't it make sense […]

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Don’t Be Afraid of the Unified Interface Webinar

Don't Be Afraid of the Unified Interface Webinar Brian Begley, owner of enCloud9, began our Unified Interface webinar by discussing the basics of the Unified Interface (what the UI is, and what it means to Dynamics 365 users). The UI is Microsoft’s effort at a single user interface that works across all applications and devices that […]

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Now Is The Time For The Dynamics 365 Unified Interface

Why Now? Back in September 2019, Microsoft announced that on October 1, 2020, the Classic UI for Dynamics 365 would no longer be available. Another important thing to note is that you may already be scheduled for an upgrade and not know it! Fellow Microsoft MVP, Gus Gonzalez, posted a great video tackling this topic. […]

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Mobilize Your Business Processes With Dynamics 365 Mobile

Mobilize your business processes with Dynamics 365 Mobile Arrive more prepared for appointments and update notes, tasks, and attachments while the details are still fresh in your mind. If you've used Dynamics 365 Mobile previously, one change you'll notice right away is that the experience is the same whether you are on your desktop, phone, […]

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Dynamics 365 and SharePoint: 3 Ways to Replicate Permissions Structure

Recently, I’ve come across a post on Dynamics 365 and SharePoint integration. The story is from one CRM forum, and the writer was looking for a solution for permission structure in SharePoint. From the number of similar threads, many organizations are concerned with the same issue – missing synchronization of permissions and privileges between the […]

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Microsoft Partners and CSPs Need Automated Billing Systems – Why Excel Isn’t Enough

If you’re in the business of generating recurring revenue like Microsoft CSP Partners and using Excel to handle your customer’s subscriptions and billing, you’re not alone. Dynamics 365 can easily be used to manage your sales and service, and with Work 365 you can manage recurring revenue and Billing automation for subscription sales. While Partner […]

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