Category: Dynamics 365 CRM

Dynamics 365 CRM
Better Collaboration with Teams – Part 4

Virtual meetings and webinars are now a preferred way to connect and engage with audiences. With Teams and Microsoft Dynamics 365 Marketing, planning online events and nurturing your attendees is fast and easy.

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Date 15 April 2021 Categories
Dynamics 365 CRM
Better Collaboration with Teams – Part 3

At Ignite 2021 Microsoft announced some new features regarding collaboration between Microsoft Teams and Dynamics CRM. Read more >

Date 7 April 2021 Categories
Dynamics 365 CRM
Better Collaboration with Teams – Part 2

Coming soon an embedded Teams dialler experience for Dynamics 365 as well as an extensible video or audio Teams meeting experience that seamlessly ties back to Dynamics 365 Sales. Read more >

Date 30 March 2021 Categories
Dynamics 365 CRM
Better Collaboration with Teams – Part 1

At Ignite 2021 Microsoft announced some new features regarding collaboration between Microsoft Teams and Dynamics CRM.

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Date 22 March 2021 Categories
Dynamics 365 CRM
There is a smarter way to search within CRM

This blog digs a bit further into the relevance search option in CRM that we mentioned in this prior blog Dynamics 365 CRM – New Search Option – GCC Blog.

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Date 10 March 2021 Categories
Dynamics 365 CRM
Dynamics 365 CRM – New Mobile App For On The Go Sales People

A new mobile app for sales users is coming, the app has been designed with on the go sales people in mind.

Field sellers traveling from one customer to the next often do not have time to update their CRM tools. At the same time, keeping everyone on the sales team aligned is key to achieving successful outcomes, not to mention that current and consistent sales data powers meaningful insights that help the sales organization sell more efficiently.

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Date 25 February 2021 Categories
Office 365 Blog
Goodbye Internet Explorer and the original Edge browser

Microsoft Internet Explorer, originally released in 1994, getting to its last version, number 11, in 2013, is finally being put to pasture.

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Date 15 February 2021 Categories
Dynamics 365 CRM
Would You Like a Sneak Preview of Microsoft’s Wave 1 New Features?

Microsoft have released the Wave 1 new features and updates information for Wave 1 2021.

It describes all the new features releasing from April 2021 through September 2021.

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Date 11 February 2021 Categories
Dynamics 365 CRM
Dynamics 365 CRM – Edit Related Records

The ability to views other fields from other related areas of CRM from within a record form has been around for a little while as “Quick View Forms”.

Utilising these you could view say a contact’s job title, email and phone number, whilst in a case record.

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Date 21 January 2021 Categories
Dynamics 365 CRM
Dynamics 365 CRM – Teams Integration

Summary

Microsoft Teams is fast becoming the collaboration platform, especially in the context of the pandemic.

Most are using it for internal (video) calls, messaging and some file management, but did you know you can use Dynamics 365 CRM from within Teams and also use Teams within CRM? Read more >

Date 14 January 2021 Categories
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