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dynamics 365 customer service

Rolling into 2021: What’s new in Dynamics 365 Customer Service

Microsoft is once again rolling out a massive list of updates to the Dynamics 365 platform in their first release of 2021. While these updates span all Dynamics products, in this blog I will zero in on some updates to the Customer Service module. Configure knowledge search control in the new form designer The first…
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cloud based crm

5 Best Practices for Microsoft Dynamics 365 Data Migration

According to the Flexera 2020 State of the Cloud Report, enterprises are continuing to invest in multiple cloud platforms, with 93% of the 750 respondents implementing either a multi-cloud or hybrid cloud strategy. And due to the global pandemic, more than 50% of a subset of 187 survey respondents report actual cloud usage as higher…
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microsoft power automate email tracking

Tracking Emails the Right Way with Power Automate

Microsoft Power Automate has come a long way since its introduction in 2016. More connectors are available than ever before and Microsoft is paving the way for Power Automate to be the future of workflows in D365. A common occurrence is the need to automate sending emails and this can easily be accomplished using the…
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d365 customer service features

What’s New in Microsoft Dynamics 365 Customer Service

The latest release of Microsoft Dynamics 365 Customer Service delivers notable enhancements. In previous posts, we explored sales enhancements and marketing enhancements. In this post, we will explore a few key enhancements to customer service including inserting knowledge articles into an email, search for knowledge content in external sources, and intuitive email file attachment experience…
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dynamics 365 marketing 2020 features

A Fresh Look at Microsoft Dynamics 365 Marketing: 2020 Release Wave 2 Features

For the second wave of 2020 updates, Microsoft has announced a rich, robust series of enhancements and new features to Dynamics 365 Marketing. Microsoft once again delivers updates that streamline the user experience. Keep reading to explore 3 of these exciting Dynamics 365 Marketing features Create and manage content-rich social media posts and easily monitor…
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dynamics 365 crm new features

New Features in Microsoft Dynamics 365 Sales: 2020 Release Wave 2

Microsoft has delivered another series of updates and new features for Dynamics 365 Sales CRM. Yet again, Microsoft has simplified the user experience while maximizing user productivity. In this blog post, we will explore three updates that Microsoft has called “Usability enhancements”. New Dynamics 365 CRM Features and Capabilities Enhanced email experience Building on an…
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Resource scheduling for field service

Enhance Your Field Service Experience with Resource Scheduling Optimization

If you’re looking for a way to enhance your Field Service experience while saving money, the Microsoft Dynamics 365 Resource Scheduling Optimization add-on is the tool for your business. The Resource Scheduling Optimization (RSO) add-on for Dynamics 365 for Field Service is a great tool to help increase the efficiency of your field technicians, which…
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Dynamics 365 CRM October 2019 update

Microsoft Dynamics 365 for Sales: 2019 Wave 2 Highlights

Microsoft Dynamics 365 for Sales Wave 2 for 2019 is here! In this post, we will look at three exciting updates: Customization of Opportunity Close dialog box (FINALLY!), enhancing the adding or editing Opportunity/Quote/Order/Invoice products experience, and Softphone dialer. Editing the opportunity close dialog box One of the most exciting and long-awaited updates announced for…
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Dynamics 365 for Sales & LinkedIn Integration: Playbook Enhancements, Manual Sales Forecasting, and AI-driven Insights

In June of 2016, Microsoft acquired LinkedIn for $26.2 billion and ever since, LinkedIn integration with Dynamics 365 has increased efficiency and productivity for sales teams all over the world. With this release of Dynamics 365 for Sales, Microsoft has expanded functionality of tools such as the Playbook feature and their AI driven insights. They’ve…
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