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Resources from our industry-expert staff

Dynamics 365 Marketing Travis Steinke Dynamics 365 Marketing Travis Steinke

Marketing Lists vs. Marketing Segments in Dynamics 365 Marketing

The variety of list types can be confusing, so it’s important to understand the difference. There are two main list types: the marketing segment and the marketing list. Marketing segments are designed to be paired with customer journeys so a marketer can guide members of a selected subset of contacts through a journey of content that can include marketing emails, marketing forms & pages, events, and more.

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Dynamics 365 CRM, Dynamics 365 Marketing Travis Steinke Dynamics 365 CRM, Dynamics 365 Marketing Travis Steinke

Tracking online behavior with Dynamics 365 Marketing

Monitoring online behavior associated with a website, social media pages, and landing pages is essential for marketers. Tracking this behavior can give insight into what messaging your audience is connecting with and how they are accessing it. Dynamics 365 Marketing gives marketers the tools needed to track their audience and learn more about what content they connect with.

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Business Central Travis Steinke Business Central Travis Steinke

Microsoft’s October 2019 Dynamics 365 Business Central Releases

On October 1st, Microsoft released the first patch of their Wave 2 2019 Business Central updates. Business Central, the newest cloud-based ERP accounting solution offered by Microsoft, is designed to provide easy to use, high end accounting tools to small and mid-size businesses. This update features a significant amount of feature improvements and advances in migration as Microsoft prepares to align Business Central on-premises with the online version.

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Business Central, Dynamics NAV, Dynamics GP Travis Steinke Business Central, Dynamics NAV, Dynamics GP Travis Steinke

Microsoft’s new direction with ERP Part 3: What direction should you take?

An important consideration to make is Microsoft’s development strategy. Microsoft has reallocated its development resources away from Dynamics GP and Dynamics SL to Business Central. This means that although Microsoft continues to support GP and SL, the majority of new development is happening in Business Central.

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Travis Steinke Travis Steinke

A perspective of Business Central from a former Dynamics GP user

As a long-term user of Microsoft Dynamics GP, I will admit it was daunting when we initially transitioned to Dynamics 365 Business Central. However, within a few months of working in Business Central daily, I quickly became familiar with the ins and outs of navigating the system and have come to appreciate the ease of use and flexibility that Business Central has to offer.

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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 Sales, Power Automate Travis Steinke Dynamics 365 Sales, Power Automate Travis Steinke

How to use Microsoft Flow to automatically send a weekly email of open leads in Dynamics 365

Managing leads can feel like a failing juggling act. You keep in touch with most leads but fail to respond to a question one lead has about your proposal. Enhanced sales management applications like Dynamics 365 for Sales are great for keeping track of sales contacts, notes, and dates, but are limited by a user’s ability to complete manual sales tasks.

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