Dynamics 365 is designed to provide you tools that will guide you through your sales process from new prospects to opportunities and projects. Within Dynamics 365, you can track your activities such as communications, appointments and marketing efforts. It allows you to consolidate the insights your team has gained for each prospect and build invaluable reports. You can utilize its built in reporting tools or import custom reports using fetch XML.
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They both work in a variety of environments outside of the native Dynamics 365 web browser version, including Dynamics 365 for tablets and even the Dynamics 365 Outlook app (online or offline mode). However, you should be aware of some recognized differences and limitations of each.
By now, most of you have incorporated some form of automated sales tasks into your organization. It may be enabling appointment scheduling on your website to sending automated emails for customers with expiring contracts. Congratulations, you’ve made more efficient use of your sales team’s time! You’ve empowered…
Previously, we introduced the top 3 questions asked when considering an upgrade to Dynamics 365 (when, licensing, and new features). In conclusion, we identify key items needed for a full upgrade path: Update Custom Components, Code and Migrate Data An admin or developer may need to…
With Microsoft’s recent release of Dynamics 365 and more versions to come shortly, many customers are asking about it. Why should you care and what do you need to know? You are required to upgrade to Dynamics 365 if you are on Dynamics CRM Online or Dynamics AX Online, but expect to experience a seamless transition. If you are on an On Premise application, you won’t be required to upgrade to Dynamics 365, but there are many benefits we’ve outlined below which we hope will encourage your decision.
Over the years, we’ve had the pleasure to assist many customers with various CRM upgrades. Below are some insights that we’ve gained that we hope will help your company.
Most of us appreciate the functionality and efficiency our apps already bring us to achieve our day to day tasks. However, what if you could add more value to your apps by making them understand your inputs and interpret needs through human-like perception, data analysis and knowledge search?
Dynamics 365 is here! We’ve been busy learning about the new and upcoming features and are excited to share them with you. Some features I’d like to point out are the apps for the Dynamics 365 for phones and tablets. Both Dynamics 365 for phones and Dynamics 365 for tablets app will be available from the Windows Store, Apple Store and Google Play. Microsoft is also working on creating specific apps tailored to Dynamics 365 for Operations and Dynamics 365 for Sales which are expected to include features such as scanning of bar codes and license plates.
Do you send automated emails to your customers, but want to make them more personal? You can personalize automated emails in Dynamics CRM by creating workflows that send on behalf of CRM users. For example, an admin can configure a workflow to send an email on behalf of the customer’s sales rep when the customer’s contract is about to expire.
Do you use both Dynamics CRM and Exchange/Outlook? In Dynamics CRM, you can synchronize your Tasks, Appointments and Contacts to Exchange/Outlook. This is helpful when wanting to use built in Exchange/Outlook features, such as those friendly appointment reminders. With most CRM systems, an open security model is applied to allow everyone visibility to all Activities and Contacts.
Integration of Office Delve with MS Dynamics CRM Online 2016 is here! Office Delve identifies information relevant to you and others from your company’s OneDrive for Business or SharePoint in Office 365. It identifies this information based on your work patterns and is a great tool to help you find and discover information fast, both on areas that you are currently working on or working with others on.