Posts Tagged ‘Microsoft Dynamics’

JourneyTEAM 's Logo Improved Quoting Process with Dynamics 365 Custom Pricing Tool

Discover how JourneyTEAM developers helped a medical organization improve their quoting process using the Dynamics 365 Pricing Tool. A medical company that sells disposable medical devices was struggling with an inconsistent, unprofessional quoting process. Most company reps were writing and sending product quotes with little to no guidance on how to set up prices or …

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JourneyTEAM 's Logo Dynamics 365 Tools Enhance the Financial Services Industry

Discover how JourneyTEAM supports financial institutions looking to move beyond data challenges and realize the full power of data.   With big data continuing to grow and the long-term impacts of COVID unclear, digital transformation for financial organizations has become more important than ever before. A recent BDO survey found that 61% of firms are …

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emfluence Marketing Platform's Logo Microsoft Dynamics' Role in Mapping the Customer Journey

As marketers, we talk a lot about the importance of maintaining quality customer data and its fluidity. If your data isn’t fresh, up-to-date, and easily accessible across your organization, the value of that data is potentially compromised. Having a central repository to store and manipulate your data isn’t a “nice to have” option. It’s absolutely …

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Datavail's Logo What You Should Know About Microsoft 365 Business Apps - Part 1

Microsoft Dynamics 365 is the latest version of Microsoft’s business applications. It includes Microsoft Dynamics 365 CE/CRM (Customer Relationship Management) applications, and ERP  (Enterprise Resource Planning) applications. As Microsoft has updated, separated, and renamed its Dynamics suite of products over the years, this article will provide an overview of the main components, or modules of …

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Beringer Technology Group's Logo Dynamics 365 Microsoft Cloud for Nonprofit 2021 - Release Wave 2

Dynamics 365 2021 Release Wave 2 is here, and it brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications including Marketing, Sales, Service, Finance, Operations, Human Resources, Commerce, Fraud Protection, Customer Insights, Customer Voice and Business Central. You can read …

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Beringer Technology Group's Logo Dynamics 365 2021 - Release Wave 2

Dynamics 365 2021 Release Wave 2 is here, and it brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications including Marketing, Sales, Service, Finance, Operations, Human Resources, Commerce, Fraud Protection, Customer Insights, Customer Voice and Business Central. You can read …

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Beringer Technology Group's Logo What is Microsoft Dynamics 365 Marketing?

Dynamics 365 for Marketing is a marketing automation application offered exclusively on Microsoft's Unified Interface platform. Microsoft has taken the time to enhance the marketing application's functionality in order to meet the gold standards of all Microsoft products. In most cases, Dynamics users are accustomed to working with third party applications which require an integration …

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Beringer Technology Group's Logo Can't Add Members to a Marketing List From a Saved View in Dynamics 365

  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, …

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WebSan Solutions Inc. 's Logo How to Upload Business Cards into Dynamics 365 for Sales

How to Upload a Business Card in Dynamics 365 for Sales   The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead …

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WebSan Solutions Inc. 's Logo Take Scheduling to the Next Level with Dynamics 365 Field Service

One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data. D365 Fields …

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