Skip to main content

Notifications

Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Business Examples of how to make the most of Dynamics

Posted on by 120

Hi All

I have a client looking to implement Dynamics and in their own words 'take full advantage of the platform'. The problem, is that they don't know what the platform does, only that they've been told its powerful.

I'm looking for some whitepapers or official examples of how we can connect the services together to make it super smart. Basically as an inspiration piece more than anything!

I can give examples of work i've done, i.e. create a Power App to quick create leads directly into Dynamics whilst at a conference, but looking for something with the Microsoft stamp of approval on and that is a bit bigger scale.

Is there anything like that out there?

Thanks

  • Community member Profile Picture
    Community member 270 on at
    RE: Business Examples of how to make the most of Dynamics

    If you’re like most Dynamics CRM users, you’ll want to get the most mileage out of the application, uncovering any hidden tips and tricks that’ll help you along the way. In this article, we’ll go over 4 Microsoft Dynamics CRM tips that’ll help you become more efficient.


    1. Know your keyboard shortcuts
    Time is money when you’re working with CRM software, and every little bit can help you become more productive.
    Let’s start our Microsoft Dynamics CRM tips with some of the most useful Dynamics CRM keyboard shortcuts.
    Shift + Tab: Move backward to the previous field or option (just as Tab moves you forward to the next one).
    Ctrl + [: Switch to the first tab on the command bar.
    Ctrl + ]: Switch to the last tab on the command bar.
    Ctrl + K: Automatically fill the current field with the correct value after typing a few letters.
    Ctrl + Shift + S: Save and create a new document or workspace.
    Alt + S: Save and close.


    2. Add members to different marketing lists
    Since the release of the 2015 version of Dynamics CRM, you can now add Leads, Contacts or Accounts from one marketing list to another marketing list. This saves you the time and effort of looking up and adding each member individually.
    Here’s how you can do this.
    Under Marketing, select the Marketing Lists option.
    You will see a list or grid view of your active marketing lists. Click on the list whose members you wish to add to another list, and then click on the Record Associated View icon.
    Select the members of the list that you want to add to another list, and then click on the ellipses icon. Click on “Add to Another Marketing List.” From here, you can select the desired list or create a new list.


    3. Use business rules
    One of the benefits of CRM software such as Dynamics CRM is the ability to define your own business rules.


    In Dynamics CRM, business rules are pieces of business logic that can be expressed by non-technical users, without having to write code in a programming language such as JavaScript. This empowers business users because they no longer have to wait for developers to do the work they need.
    In fact, this is so powerful that our list of Microsoft Dynamics CRM tips wouldn’t be complete without it.


    For example, users can define a business rule that hides a field or changes the value of it based on the size of a value in another field.
    To use business rules in Dynamics CRM, select the Fields or Business Rules section beneath a given entity when you’re in the Solutions section. Keep in mind, however, business rules can’t replace all the functionality you can achieve with JavaScript.


    4. Automatically generate documents
    Sales and marketing campaigns are rife with piles of paperwork that must be created and reviewed. You can save yourself time and improve your customer relationships by automatically generating templates in Microsoft Word.


    Here is how to do it.
    From the Settings menu, select Processes. Create a new process of type “Workflow” on the Campaign entity and set the scope to Organization.
    Set the workflow to run when record fields change and select the field as “Status Reason.” Click on Add Step > Check Condition, and then Add Step > Perform Action. The Action should be “SetWordTemplate.”


    Click on Properties to the right of Action and choose the “Selected Template” that you want to generate. Finally, choose the Target to be your current campaign.
    Save and activate the workflow.

    Dynamics 365 is also available for Government. In the similar way Office 365 government gcc high is also used as an alternative for D365 Government.

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Business Examples of how to make the most of Dynamics

    Hi partner,

    You could find such samples with many kinds of workaround to show how powerful D365 is with the following links.

    Dynamics 365 Official website

    https://dynamics.microsoft.com/en-us/sales/demo/

    In this website, Microsoft provided each application with different pages and details, you could go to Capabilities and watch demos.

    pastedimage1587955532208v1.png

    pastedimage1587955548446v2.png

    Then there will be some representative workaround demo videos for you.

    You Tube Dynamics 365 official subscription

    https://www.youtube.com/channel/UCJGCg4rB3QSs8y_1FquelBQ

    Best Regards,

    Leo

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans