We like to think that Dynamics 365 is one of the most user friendliest services around, but you might want a bit of collateral to go with that, in order to optimize user adoption and fast forward to the desired business outcomes. x Training and Adoption We have a Training & Adoption Kit for … Continue reading Adoption is King
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Understand your business relationships with the Relationship Assistant in Dynamics 365
The Relationship Assistant is part of a new suite of features called Relationship Insights, which continuously analyzes the vast collection of customer-interaction data already stored in your Dynamics 365 and Microsoft Exchange systems, to help you better understand your business relationships, evaluate your activities in relation to previous successes, and choose the best path forward. The … Continue reading Understand your business relationships with the Relationship Assistant in Dynamics 365
Administer Dynamics 365 without global admin rights
You ask and we listen. You asked for a role allowing you go give a user the priveleges to administer your Dynamics 365 instances, but not necessarily the entire Office 365 tenant. That role is now here - its called the Dynamics 365 service administrator A Dynamics 365 (online) service admin cannot do functions restricted … Continue reading Administer Dynamics 365 without global admin rights
Know who you assist
Know who you assist In my previous post I talked about setting Live Assist for Dynamics 365 up. In this post I'll take you through how to configure Live Assist so you know which portal contact you are assisting/chatting with. I'll ensure that when a portal contact logs into the portal and initiates a chat session … Continue reading Know who you assist
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
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)
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
Microsoft Lystavlen 