How to use Microsoft Flow and Microsoft Planner to better manage leads in Dynamics 365

Using a CRM system to track leads and opportunities is a good way to keep up with the sales funnel. However, it is far too easy to neglect leads and opportunities when you are trying to juggle many other tasks and responsibilities. For an organization like ours that uses Dynamics 365 for Customer Engagement (formerly Dynamics CRM) for sales management and Office 365 for productivity, it makes sense to utilize every tool we can to keep up with sales. That is why I created a flow to automatically create a task in Microsoft Planner when a lead is created in Dynamics 365.

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OneDrive is opening my documents in the online version of Office. How can I make them open in my desktop applications?

OneDrive from Microsoft allows both business and personal users to save their files in the cloud and access them anytime, from anywhere. In this blog we will discuss the issue of OneDrive only opening documents in the online version of their app. While this action may seem like an error to users, it’s actually the default behavior of OneDrive to open files in the online version. The good news is that changing this behavior is rather easy and takes only a few quick clicks.

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Dynamics 365 for Marketing - What It Is & What Can Be Done

Dynamics 365 is Microsoft’s combined ERP and CRM platform. The system consists of seven applications to serve various business functions; Sales, Customer Engagement, Field Service, Talent, Finance and Operations, Retail, Project Service Automation, and Marketing. Dynamics 365 for Marketing will be the focus of this blog as we delve into its capabilities, functions, and what it can do for your business.

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What is Microsoft Kaizala? Get a look at the new Office 365 mobile app

While you may not have yet heard about Microsoft Kaizala, it’s likely that you will soon. The mobile group communication and teamwork app was launched in 2017 and is now available in over 25 countries on Windows Phone, iOS, and Android phones.

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