Posts in Dynamics CRM
The Dynamics 365 April Release is Live!

On April 5, 2019, the Dynamics 365 April release was made Generally Available to customers. Learn about upgrades made to the suite of Dynamics 365 apps, Business Central, the Microsoft Power Platform, and how they’ll all be affected. Sign up for a free 30-day trial to get started with Dynamics 365 for yourself.

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Dynamics 365 Outlook App vs Client - What’s The Difference?

Microsoft Outlook and Dynamics 365 work together to make your business the best it can be, but there seems to be some confusion on how the connection works. Learn all about the Dynamics 365 for Outlook App and Client here.

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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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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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