Category: Dynamics 365 CRM

Dynamics 365 CRM
Dynamics 365 CRM – Microsoft Dataverse

Summary

It seems Microsoft have renamed the common data service… again… I definitely need to get a job in the “Microsoft renaming stuff department”.

The new name is Microsoft Dataverse.

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Date 19 November 2020 Categories
Dynamics 365 CRM
Dynamics 365 CRM – New Search Option

Summary

A new search option has been added to Dynamics 365 CRM which puts the global search front and centre.

Once enabled the search appears right in the middle of the top menu bar, just like it does in Word, Excel etc.

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Date 16 November 2020 Categories
Dynamics 365 CRM
Dynamics 365 CRM – Wave 2 2020 – Marketing – Natural Language Segments

Summary

Wave 2 2020 adds a new feature to Marketing allowing you to build segments using “natural language”.

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Date 10 November 2020 Categories
Dynamics 365 CRM
Dynamics 365 CRM – Wave 2 2020 – Marketing – Teams Integration

Summary

Wave 2 2020 integrates Teams with Marketing so that you can now create an event and host it online in Teams.  A new section in the Event form now has options for Teams.

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Date 2 November 2020 Categories
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
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