The ultimate success of any organization depends largely on the day-to-day work of its teams and individual employees. Be it your project development team, sales team, or services team, how they go on about their daily processes matters the most. It is essential to set a proper process and guidelines to which all stakeholders must… Read More »
In this blog, we will see one of the features introduced in Dynamics 365 Marketing. Creating segments is a key aspect of improving marketing return on investment. The logic builder in Dynamics 365 makes it easier to create segments right within the real-time marketing area. This easy-to-use feature does not require any specified knowledge of… Read More »
With mobile CRM solutions like Dynamic 365 for phones, salespeople can access customer data within seconds. But, in this fast-paced, competitive market, is just having a mobile CRM sufficient? Is accessing your Microsoft Dynamics 365 CRM records on your phone enough? What about the losses that businesses incur due to communication delays? A survey of… Read More »
In Dynamics 365, we have the flexibility to store data of a variety of types such as text, number, lookups, options, etc. Time Zone is a type of format for Whole Number, which allows the user to store the Time zone information of a particular record in CRM. The screenshot below explains the same In… Read More »
Implementing a CRM has been a challenge for organizations because of the layers of changes it brings with itself. As per statistics, almost 70% of CRM implementation projects fail. But as the saying goes, “Failure is simply the opportunity to begin again, this time more intelligently”- Henry Ford Also, the benefits of a successful implementation… Read More »
In a previous blog, we had engaged in understanding duplicate lead detection which helps organizations with the cleaning up of data. Recently, Microsoft announced one more powerful feature called email validation with the help of which a user trying to enter an invalid email id will not be allowed to do so within Dynamics 365.… Read More »
In this blog, we will see how to share Dynamics records through ‘search’ in Microsoft Teams. Earlier, Microsoft Dynamics 365 supported enhanced collaboration with Microsoft Teams, You may refer to the blog to know how the collaboration between Microsoft Teams and Dynamics 365 happens. You can also refer to another blog to know how to Share and Update Dynamics… Read More »
Running a successful business organization and strategizing a plan for its growth is a full-time mental, emotional, and physical job. Investing too much time in daily operations leaves less time for the actual strategizing of functionality. The day-to-day operations are extremely important for the smooth functioning of the business and performing them regularly is a… Read More »
Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements within Microsoft Dynamics 365, which gives a better User interface along with various configuration settings. In this blog, we will look into the Advanced Find filter criteria, which allows us a simple way to easily filter that data using Edit… Read More »
Effective collaboration is the magic key to success for many businesses. Collaboration within the organization always helps people to collaborate and interact with each other seamlessly. As we all are aware, Microsoft Teams is a great inbuilt platform available where you can chat within the Dynamics 365 CRM and link those team chats back to… Read More »