Entity Dashboards in the new Dynamics 365 UI

Entity dashboards If you spin up a trial of our Dynamics 365 Spring 2017 release (aka v9) you'll also get the Sales Hub app. In this app you can work with dashboards as you always could, but you will also find a new type of dashboard - the entity dashboard (very similar to the dashboards … Continue reading Entity Dashboards in the new Dynamics 365 UI →

How to Create Landing Pages in the new Dynamics 365 for Marketing

Landing Pages in Dynamics 365 for Marketing A landing page is a webpage that functions as a customer touchpoint for one of your marketing initiatives. For example, you might send out an email message that invites recipients to sign up for a free white paper download. To get the download, message recipients must select a … Continue reading How to Create Landing Pages in the new Dynamics 365 for Marketing →

How to Create a Dynamics 365 for Marketing Trial

Dynamics 365 for Marketing Growing businesses need more than basic email marketing tools to turn their prospects into business relationships. Microsoft Dynamics 365 for Marketing is available in public preview for organizations seeking a marketing automation solution that tightly integrates with your CRM system to allow transfer of lead information seamlessly between marketing and sales, … Continue reading How to Create a Dynamics 365 for Marketing Trial →

Try Dynamics 365 for Marketing

How to Export and Import Voice of the Customer Surveys

So you've built a Voice of the Customer Survey in one of your Dynamics 365 tenants, and now you would like to use that survey as a starting point for a new survey in another Dynamics 365 tenant. How can that be done? Can you export a survey and import it into another tenant? I've seen … Continue reading How to Export and Import Voice of the Customer Surveys →

Working with Survey and Question Responses in Dynamics 365 Workflows

On our new and improved documentation site Microsoft Docs you can find technical documentation, API reference, code examples, quickstarts, and tutorials for developers and IT professionals, including an article on how to leverage the Voice of the Customer (survey) solution included with your Dynamics 365 system - Get feedback by using Voice of the Customer … Continue reading Working with Survey and Question Responses in Dynamics 365 Workflows →

Virtual Entities – Relationships

In my post Virtual Entities I walked through the steps of creating a Virtual Entity using the data source "http://services.odata.org/V4/OData/OData.svc" Another open data source is "http://api.purdue.io/odata" (publicly accessible), which lets us leverage a 1:n relationship that exists between (course-) subjects and courses in that provider to create and relate two virtual entities. So if I … Continue reading Virtual Entities – Relationships →

Virtual Entities Demo Solution

In a previous blog post Virtual Entities I listed the steps to create a Virtual Entity. Demo Solution To test a virtual entity you can Create a Dynamics 365 free trial Download and import the demo solution used in the above mentioned blog post Please go here to get the link to the trial page … Continue reading Virtual Entities Demo Solution →

The New Customer Service Hub in Dynamics 365

The new Customer Service Hub in Microsoft Dynamics 365 is optimized for the Customer service module. It is a focused, interactive interface, designed to simplify your day-to-day job. To navigate to the new Customer Service Hub simply expand the Dynamics 365 app chooser in the upper left corner of Dynamics 365, and click Customer Service … Continue reading The New Customer Service Hub in Dynamics 365 →

Comparing the New Dynamics 365 for Sales, Business edition

In the upcoming release, we’re very excited to introduce Dynamics 365 for Sales, Business edition The Business edition application is built on the Dynamics 365 for Sales, Enterprise edition application that existing Dynamics 365 customers are familiar with, but the new Sales application is optimized for small-to-medium-sized businesses. Actually Dynamics 365 for Sales, Business edition … Continue reading Comparing the New Dynamics 365 for Sales, Business edition →