Dynamics 365 Customer Engagement (CE, for short) is Microsoft’s family of customer relationship management (CRM) apps. They’re designed to streamline business processes, provide AI-driven insights, and drive growth by helping orgs manage and nurture customer relationships. Naturally, finding the right CRM is a critical priority for professional services firms, given that relationships are the driving…
Post-COVID, hybrid work solutions and the pursuit of “hyper-connectivity” have been critical priorities for Microsoft – which has invested heavily in remote collaboration tools that allow users to engage customers in new ways. The Microsoft Teams and Dynamics 365 CE integration is a big part of this effort – bringing communication channels, presentation tools, and…
Unless you’ve been working with it recently, you’re going to find out, as you read on, that Microsoft Dynamics 365 is way more than you thought it was. Most people first became aware of Microsoft Dynamics when Microsoft first acquired a series of enterprise resource planning (ERP) software companies using them to deliver four ERP…
Microsoft’s security protections are one of its biggest strengths. But – sometimes those protections create barriers, making it harder to work with stakeholders outside of your organization or adding friction to the customer experience. Power Apps Portals is a low-code tool that allows Dynamics 365 Customer Engagement subscribers to easily share data, content, and apps…
Table of Contents What is Dynamics 365? Overview of Dynamics 365 ERP Dynamics Modules Guide Dynamics On-Prem to Cloud Migration Dynamics AX vs Dynamics 365 Dynamics NAV vs Dynamics 365 Dynamics GP vs Dynamics 365 Dynamics SL vs Dynamics 365 Quickbooks vs Dynamics 365 BC SAP Business One vs Dynamics 365 BC SAP S/4 Hana…
Buying D365 isn’t as straightforward as, say, creating a Teams account or subscribing to Office 365. Technically, you can sign up for Dynamics 365 directly from the Microsoft 365 admin center, create an account, and gain access to its game-changing capabilities. But— without an authorized partner on your side, you’ll have difficulty implementing D365 —…
There are many reasons why it might be time to switch providers. Your “value-added reseller” no longer adds any value to your business. Perhaps that hands-on, proactive support you saw during the initial implementation gradually devolved into a passive, transactional relationship. Maybe it’s you that’s changed – and now, you’re looking for a partner better…
The latest release wave to hit Dynamics 365 Marketing accounts brought us a mix of standard fare – i.e. enhanced A/B testing and a Dynamics-based email editor – and some seriously game-changing AI tools. Think – AI topic generation, NLP-based segmentation, and the ability to personalize customer journeys with touchpoint-level precision. You’ll also notice the…
We’ve covered the Dynamics 365 ERP feature suite and the individual modules in the D365 ecosystem. Instead of rehashing the same old specs, let’s look at the opportunities Dynamics 365 unlocks for business users – regardless of size or sector. Below, we’ll explore how real brands use D365’s game-changing features “in the wild” to transform…
HVAC sales and field services teams face tremendous pressure in responding to customer requests as quickly as possible. Whether it’s trying to close new business or repairing a broken system, accessing the right information immediately and responding instantly are critical. That’s how HVAC companies build and maintain long-term customer relationships that generate increasing revenues. Unifying…
