Using Teams integration, you can invite anyone in the organization to view and collaborate on customer records right within a Teams chat or channel. You can also make and receive calls from within Dynamics 365 and get the work done more effectively.(more…)
There may be cases where you need to set different Business Process Flow for different forms in an entity in Dynamics 365.
Maximum number of processes, stages, and steps
To ensure acceptable performance and the usability of the user interface, there are some limitations you need to be aware of when you plan to use business process flows:
Identifying the right CRM for your business operations is an important step in achieving your long-term strategic goals.
Microsoft Dynamics 365 is available as a cloud service, which will enable you to scale and modify your solution as your organisation adapts to its business environment. With D365, you do not need to be concerned by your CRM infrastructure – Microsoft does the heavy lifting for you through their world class Azure solution.
SSRS stands for SQL Server Reporting Services. It produces formatted reports with the tables of data, graph, and reports. Reports are hosted on a server and can be configured to run using parameters supplied by users. In Microsoft Dynamics CRM, reports can be set as Viewable by Individual or by Organization.(more…)
Microsoft Dynamics 365 Customer Service module is one of the crucial modules in Dynamics 365 Customer Engagement. It is a module for customer service automation that streamlines case and knowledge management, enables personalized customer service with a 360-degree customer view, and provides visibility into customer service department performance with dashboards and reports. It provides front-line support employees with the tools they need to resolve cases quickly and to the highest degree of satisfaction. It helps build customer loyalty and empower agents with a unified CRM to deliver seamless, personalized experiences.(more…)
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…)
A Subreport is a report item that displays another report inside the body of a main report. It is basically used to embed a report within a report. Any report can be used as a Subreport. We can pass the parameter into Subreport from Main report. We can place a Subreport in the main body of the report, or in a data region. If you place a Subreport in a data region, the Subreport will repeat with each instance of the group or row in the data region.
The calendar control provides the productive and intuitive ways to manage tasks across the team, provides sellers a peace of mind knowing that team tasks are organized, prioritized, and delivered.(more…)
In Marketing Lists of Dynamics 365, we have an option to associate Contacts/Accounts using a Dynamic Query rather than adding them manually. But this isn’t a case with other entities. We do encounter scenarios where we need to associate or disassociate set of records based on a specific criterion. Let assume Contacts from City New York should be added to specific entity.(more…)
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.