Category: Dynamics 365 CRM

Dynamics 365 CRM
Dynamics 365 CRM – Wave 2 2020 – Marketing – Landing Pages Update

Previously landing pages in Dynamics Marketing would be tied to and update either a lead or contact record.

Wave 2 2020 introduces a feature where you can collect data from a landing page that does not have to link to a contact or a lead, this would mean you can create other records in CRM including any custom entities that you have.

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Date 16 October 2020 Categories
Dynamics 365 CRM
Dynamics 365 CRM – Wave 2 2020 – Email Templates in Unified Interface

Wave 2 2020 updates the classic email template designer into the Unified Interface adding full rich text editing so that it lines up with the regular email editor functionality.  You can also now create templates from an email.

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Date 12 October 2020 Categories
Dynamics 365 CRM
Dynamics 365 CRM – Wave 2 2020 – Improved Duplicate Detection and Merging

Wave 2 2020 introduces a feature that helps with better notification of potential duplicates and the actions that can be performed once a duplicate has been detected.

Previously when a record was being created or updated the system will notify the user that a potential duplicate exists, they then either have the choice of just not completing the creation/edit or because they have a valid reason just saving it as it stands.

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Date 6 October 2020 Categories
Dynamics 365 CRM
Dynamics 365 CRM – Wave 2 2020 – Marketing – Customer Journey Interface

Wave 2 2020 has improved the user interface for Customer Journeys.

The new interface makes it easier to both visualise the journey and add, copy, remove elements of the journey.  You can also edit elements direct from the journey, for example editing an email.

This 3-minute video shows the changes.

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Date 1 October 2020 Categories
Top signs that you’ve outgrown basic email marketing

Today, email marketing is an important part of the sales strategy for every business, regardless of size. However, for small and medium-sized enterprises (SMEs) it can be even more important, as large budgets for ad campaigns may often be an unrealistic expectation. Microsoft’s Dynamics 365 for Sales may be the perfect solution. Not only does it take over the basic functionality of email marketing, but it also offers much more.

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Date 10 December 2019 Categories
Map to your customers’ sales expectations

Keeping up with the latest trends in customer expectations is an important part of making sure your business stays competitive. Although large corporations used to have big advantages in this area that simply isn’t the case today, as software packages like Microsoft’s Dynamics 365 for Sales offers all the tools you need to get the job done.

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Date 26 November 2019 Categories
Dynamics 365: Better together with Office 365

Software solutions for small- and medium-sized businesses (SMBs) come in many shapes and sizes, but when choosing the right one for your circumstances, cost-effectiveness and functionality must always be top of your tick-list. The reason Dynamics 365 is such a popular choice for SMBs is that it is highly adaptable and configurable, and the way it integrates with the cloud-based software suite Office 365 is a particularly good example.

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Date 22 November 2019 Categories
What is a password spray attack?

With the number of cybersecurity threats increasing by the day, it can be hard to keep up with the latest terms and phrases used to describe them. A password spray attack is an unsophisticated method that has been around for a long time, but you might not have necessarily come across before.

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Date 21 October 2019 Categories
Sales Engagement – The Definitive Guide

More and more organizations are discovering the value of an all-in-one system for sales engagement. As a result, these new platforms are taking over the industry and revolutionizing the way sales are being conducted. Find out everything from the current status of sales engagement technologies to what to expect in the future in this article.

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Date 15 October 2019 Categories
ERP vs CRM. What’s the difference?

There are so many acronyms bandied about in the world of IT that it can be off-putting if you are a business owner who wants to keep on top of developments but wants to avoid jargon and tech-speak. You’ll most likely be familiar with the three-letter tag CRM, as customer relationship management has been around as a concept for a long time and most business software applications are centred on the functionalities involved. ERP might be new to some people, but even so, Microsoft’s Dynamics 365 offers both Apps in a combined and fully integrated application.

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Date 30 May 2019 Categories
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