DUPLICATE DETECTION AND MERGING OF RECORDS IN DYNAMICS 365

When we create and update records, we often get a pop-up message to ignore and save. To maintain integrity MS Dynamics 365 includes default duplicate detection rules and Jobs. These rules are automatically turned on for accounts, contacts, and leads, but not for other types of records. For other record types, we must create a new rule. MS Dynamics 365 also allows users to merge duplicate records of accounts, contacts, and leads so that the most current user-entered information can be merged with one of the detected duplicate records.

(more…)

Continue ReadingDUPLICATE DETECTION AND MERGING OF RECORDS IN DYNAMICS 365

HOW TO CONFIGURE E-MAIL IN DYNAMICS 365 FOR OUTLOOK?

In Microsoft Dynamics 365, Users can associate E-mails with their Dynamics Instance.
E-mailing is a preferred customer channel in Dynamics 365, and it is also an effective channel for lead nurturing and other sales activities. Switching back and forth between a CRM and a contact centre or email client is time consuming and can reduce productivity, but many CRM solutions integrate with email and bring additional benefits.

(more…)

Continue ReadingHOW TO CONFIGURE E-MAIL IN DYNAMICS 365 FOR OUTLOOK?