Category: Dynamics 365 CRM

Dynamics 365 CRM
New feature alert! – How to add product lines in CRM

There is a new feature in preview for Microsoft Dynamics 365 for Sales (CRM) that improves the experience of adding products to opportunities, quotes and orders.  The feature allows you to add multiple products quite easily and also allows the customisation of the addition screen that you are presented with very much improving this area of CRM.  Read more >

Date 9 August 2021 Categories
Dynamics 365 CRM
How to use CRM and PowerBI

Microsoft have updated the connector to the Dataverse (the database that contains your CRM data).  The existing “common data service” has been put into legacy.

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Date 2 August 2021 Categories
Dynamics 365 CRM
Dynamics 365 2021 – There’s a new wave!

Microsoft have released the new features and updates information for Wave 2 2021.

It describes all new features releasing from October 2021 through March 2022.

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Date 30 June 2021 Categories
Dynamics 365 CRM
Deprecations in Dynamics CRM – What you need to know

As Microsoft update CRM there is inevitably some things that are no longer part of CRM, these are known as deprecations.

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Date 7 June 2021 Categories
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
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