While many companies use Dynamics 365 to track leads, opportunities, and contacts, many still create quotes in Excel spreadsheets. This blog aims to demonstrate why your company should create quotes in Dynamics 365. This blog is part 6 in our s...
The 2022 release wave 2 plan covers all new functionalities planned to be released from October 2022 to March 2023. We will give you a rundown of a few of the features that are new and planned for Dynamics 365 Sales.
Conversation Intelligence...
It can be confusing to understand the two types of Power Apps and when to use each. This blog article breaks down the differences of canvas apps vs model-driven apps.
Similarities
Both Canvas Apps and Model-driven Apps have some similar com...
If you customize Dynamics 365 or model driven Power Apps, you should use PCF controls to surface data or simplify data entry. Here are a few of our favorites…
What is a PCF control?
Let’s start with defining a PCF control. PCF...
One of the most overlooked yet powerful features of Dynamics 365 CE is Territory Management. Territory Management is available in Sales, Customer Service, Field Service, Project service Automation, and Marketing.
Why is Territory Manag...
As part of the 2022 Release Wave 2, Microsoft has announced the launch of a new version of sequence designer. The new sequence designer will be made generally available in October 2022, but early access is now available.
Features of the New Se...
Duplicate records in Dynamics 365 can be an annoyance. Not only do duplicates lead to wasted time (wasted phone calls, wasted emails, and wasted messages) but ultimately Sales and Marketing teams could potentially end up pursuing the same deals. ...
Peanut butter and jelly, cookies and milk, grilled cheese and tomato soup – some things are good alone, but when combined with something else, are outstanding. That is how Dynamics 365 and Outlook are. Dynamics 365 and Outlook work seamless...