Improve lead conversions by aligning sales and marketing

With the new Lead Assignment Rules in Dynamics 365, it's easier than ever to increase your lead conversion rates and accelerate sales by automating workflows and processes. Realize the true power of one platform for Sales and Marketing - no need for code and connectors. Just configure, and off you go. You can leverage Dynamics … Continue reading Improve lead conversions by aligning sales and marketing

Getting Started with Dynamics 365 Marketing

If you are looking for Guides to get you started with Dynamics 365 Marketing you might want to take a look at these two guides, by yours truly Real-time Marketing Version 1.0, published June 11, 2021 Learn to build an event-based journey with digital triggers, and AI supported messaging The Real-time marketing capabilities are currently … Continue reading Getting Started with Dynamics 365 Marketing

Free “Dynamics 365 Marketing Getting Started Guide”

Wan't to get started with Dynamics 365 Marketing? Now is your chance! Get the 100+ pages "Dynamics 365 Marketing Getting Started Guide". Eight step-by-step heavily illustrated labs you can try out in your own environment, or a trial environment. Lots of tips and references to helpful documentation. It is my hope that you will find … Continue reading Free “Dynamics 365 Marketing Getting Started Guide”

The Brand New Org Chart in Dynamics 365

The brand new Org Chart in Dynamics 365 lets you maintain external organization charts for your accounts. You can build a hierarchy for existing accounts or use it as a starting point for adding contacts to a new account. The org chart leverages a hierarchical relationship between an accounts contacts (you will need to set … Continue reading The Brand New Org Chart in Dynamics 365

Virtual Entities

Interact with data from external systems using the new virtual entities Starting with the July 2017 Update for Dynamics 365 (online), virtual entities enable the integration of data residing in external systems by seamlessly representing that data as entities in Dynamics 365, without replication of data and often without custom coding. Virtual entities replace previous … Continue reading Virtual Entities

Dynamics 365 LinkedIn Integration

LinkedIn and Microsoft Dynamics 365 (CRM) are world leading sales tools and now they come together, to help you save time toggling back and forth between your Dynamics 365 (CRM) and LinkedIn Sales Navigator, and to focus on what matters most—selling. The LinkedIn Sales Navigator for Microsoft Dynamics 365 (CRM) is designed to create a … Continue reading Dynamics 365 LinkedIn Integration

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)

Extend your Dynamics CRM to the web with a customer portal

Recently Microsoft acquired Adxstudio. Adxstudio Portals can help extend your Microsoft Dynamics CRM to the web with powerful, easy-to-build, self-service portals for retail, government, vendors, partners, conferences, and much more This opens up a lot of brilliant scenarios for you - eg. letting your customers self-serve in terms of looking for answers to their questions … Continue reading Extend your Dynamics CRM to the web with a customer portal

1-Click Document Generation in CRM 2016 (Web and Mobile)

Formalized documents are a cornerstone of business dealings – from quotes and contracts to work orders and invoices. Leveraging CRM data to automatically generate these documents from standardized templates enhances productivity, reduces human error and ensures standardized communication across the company In CRM 2016 you can 1-click generate documents for any end-user facing entity. In … Continue reading 1-Click Document Generation in CRM 2016 (Web and Mobile)