This week the preview of Live Assist for Dynamics 365 Powered by Cafex went live. With Live Assist for Dynamics 365 Powered by Cafex you can Text chat with website visitors and mobile app users See what they see, co-browse and share documents Maintain a unified view in Dynamics 365 Unified Service Desk and web clients Provide … Continue reading Live Assist for Dynamics 365 – First Look
Author: Jesper Osgaard
Microsoft Certified Associate, Dynamics 365 (Marketing, Sales, Customer Service, App Maker)
Using Promoted posts to amplify specific messages on social media
So your organisation has adopted the great new Social Selling Assistant. All sellers are actively spending five minutes checking their feed every morning. How do you ensure that all sellers sees *that* particular post, you as a company wants all sellers to amplify on social? The answer is Promoted posts - one of four recommendation types in the … Continue reading Using Promoted posts to amplify specific messages on social media
The New Social Selling Assistant in Dynamics 365
The new Social Selling assistant is a new digital assistant that helps you leverage your social networks to sell more. It recommends personalized actions for you, like which posts to share, based on machine learning. No need to spend hours to spot relevant content or crawl through hundreds of updates anymore. The capabilities of the Social … Continue reading The New Social Selling Assistant in Dynamics 365
Using Portal Capabilities in Dynamics 365 (CRM)
Portal Capabilities of Microsoft Dynamics 365 The Portal Capabilities of Microsoft Dynamics 365 extend Dynamics 365 (CRM) to the web delivering a best-in-class web engagement experience for community, partner management, customer service and a breadth of other solution areas. One of the most compelling features of the Portal Capabilities of Microsoft Dynamics 365 is the set of functionalities … Continue reading Using Portal Capabilities in Dynamics 365 (CRM)
Email Engagement in Dynamics 365 (CRM)
Taking advantage of the Microsoft Azure cloud-computing infrastructure One of the great things about Dynamics 365 is that it aims to break down the invisible barriers that have traditionally existed between CRM, ERP, productivity software, and other systems that you use in your work. Dynamics 365 is increasingly taking advantage of the scalability, data integration, … Continue reading Email Engagement in Dynamics 365 (CRM)
Editable Grids Is Here
Editable Grids in Dynamics CRM What is it To enrich the CRM user interface for a touch friendly interaction across all mobile clients, we introduced a new set of embedded controls for the CRM Mobile Client Application (aka MoCA) with the Custom Control Infrastructure feature in the last release. These controls offer both a more … Continue reading Editable Grids Is Here
Understanding Server-side Sync
Server-side Synchronization (SSS) is an alternative to Outlook synchronization which requires the CRM for Outlook add-in running in your Outlook for syncronization to take place. To help you understand SSS we have recently published a new whitepaper "Server-side Synchronization in Dynamics CRM and Dynamics CRM Online". The whitepaper describes in detail the process for synchronizing accounts, … Continue reading Understanding Server-side Sync
Save time and be consistent with email signatures in Dynamics CRM
In Dynamics CRM 2016 you can now create a signature for your CRM email or for a queue. Use an email signature to save time and be consistent in your responses. The owner of an email signature can be a user or a team. How to create an email signature Click the Settings button (1) … Continue reading Save time and be consistent with email signatures in Dynamics CRM
Backing your CRM Online instance up on demand
You have multiple options for backing up and restoring your Dynamics CRM Online instances. For Dynamics CRM Online 2016 Update 1, we’re introducing on demand backups that you can perform on Dynamics CRM Online 2016 Update 1 Production and Sandbox instances. With on demand backups, you can make your own backup before making some significant … Continue reading Backing your CRM Online instance up on demand
Go with the Flow
Most of us make use of several (specialized) apps in our daily lifes. The apps often times overlap quite a bit. We can save time if these apps are able to exchange data, so we don't have to key in information twice. Microsoft Flow is a preview product to help you set up automated workflows … Continue reading Go with the Flow
Microsoft Lystavlen 