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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

Posts Tagged ‘Workflows’

Dynamics 365 Unified Interface – Unable to Trigger On-Demand Workflows

As customers have moved toward the Dynamics 365 Unified Interface some have experienced issues. One, that was a big impact for a client, was not having the ability to run workflows on-demand from individual records. It was no longer present in the ribbon or more options section of any record. This was causing a huge […]

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Comment personnaliser votre solution Microsoft Dynamics 365 Sales (CRM)

Nous avons parlé récemment des bénéfices de personnaliser votre solution Microsoft Dynamics 365 Sales. Il est possible d’adapter presque n’importe quoi selon vos besoins et réalités spécifiques, des champs aux formulaires, en passant par différents processus d’affaires et flux de travail (workflows). En faisant en sorte que votre solution de gestion de la relation client […]

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How to Customize Your Microsoft Dynamics 365 Sales (CRM) Solution

We recently talked about the benefits of customizing Microsoft Dynamics 365: from fields to forms and various business processes and workflows, you can adapt almost anything to your specific needs and realitiesBy ensuring your customer relationship management solution works well with your organization’s business processes, you can increase productivity, efficiency and user adoption across your […]

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La différence entre Microsoft Flow et les workflows du CRM

NB: Microsoft Flow a depuis été renommé Microsoft Power Automate, mais les capacités offertes restent les mêmes.   On a beaucoup entendu parler de « One Microsoft » ces dernières années, une refonte de la structure organisationnelle de Microsoft connectant tous les aspects de la compagnie. En décloisonnant ses départements et équipes, Microsoft cherche à augmenter la […]

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Microsoft Flow versus CRM Workflows: What’s the Difference?

Edit: Microsoft Flow has since been renamed Microsoft Power Automate, but the capabilities it offers remain the same.   We’ve heard a lot about “One Microsoft” these past few years, a restructuring of Microsoft’s organizational structure that connects together all aspects of the company. By eliminating silos between departments and teams, Microsoft sought to increase […]

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Utiliser des workflows pour optimiser vos processus d’affaires avec Microsoft Dynamics 365

Un des principaux avantages des plateformes Microsoft Dynamics 365 et Microsoft Dynamics CRM est qu’elles peuvent être facilement optimisées pour répondre à vos besoins d’affaires et s’adapter aux processus de votre entreprise. Une façon simple d’améliorer votre productivité est l’utilisation de workflows (flux de travail). Cette fonctionnalité permet de rationaliser vos processus d’affaires et d’améliorer […]

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Using Workflows to Optimize your Business Processes in Microsoft Dynamics 365

One of the major advantages of the Microsoft Dynamics 365 and Microsoft Dynamics CRM platforms is that they can be easily adapted to fit your business needs and optimized to match your organization’s processes. One simple way to improve productivity is through the use of workflows. This feature makes it easy to streamline your business […]

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It’s easier to create workflows in Dynamics 365 with the Visual Process Designer Feature

The third edition of our Blog Series on Dynamics 365 is here and today's topic is for the developers - the hard working consultants and customizers who work behind the scenes to ensure that your Dynamics 365 works smooth like butter. As a developer myself who frequently creates business process flows for my clients I have […]

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Milwaukee CRM Conference to Spotlight Dynamics CRM

If you are using (or evaluating) Microsoft Dynamics CRM and are available on October 22nd a trip to visit Miller Park Stadium in Milwaukee, Wisconsin is in order. No, sadly the Milwaukee Brewers season will be over and the excitement of MLB playoff baseball will not be in the air, but chants of C-R-M may occur […]

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Use a Better Solution to Connect Sales People to Customers

Sales professionals often employ different methods to manage their own leads and customer data, such as hand-crafted spreadsheets or specialty software.  However, with these different methods in place, it becomes difficult for you to see the continuity between following leads and nurturing customer relationships which can lead to lost revenue and some unhappy customers.  Bring […]

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