Understanding the Fall D365 update: Facebook Messenger integration
There have been several improvements to the Dynamics 365 environment this fall. In an ongoing series this month, we will explore some of the changes that will be on interest of you. In part 1 of the Understanding the Fall D365 changes we explore Facebook Messenger integration. When Microsoft asked users for input on what […]
Millennials in the workplace: Unlocking the mysteries
The business world has changed more than most people realize. And businesses that do not adopt are bound to fall behind. That was the message conveyed by the Canadian Professional Sales Association this week at the Executive Workshop for Sales Leaders, which they co-hosted with CRM Dynamics at Microsoft Canada’s Mississauga office on Oct 24, 2019. One area the CPSA highlighted […]
Dynamics 365 integration with Office 365 — A winning combination
One of the great advantages of Microsoft Dynamics 365 integration with Microsoft Office 365 – We like to call it the Microsoft advantage and you can take full advantage of integrating all of your business software into a single system, D365. Here are 4 examples of how Dynamics 365 integrates with Office 365: 1. Microsoft Excel and Dynamics 365 One of the great things about Excel is that most people have experience using it. That […]
April 2019 Dynamics 365 update: Virtual Agent
The April 2019 Dynamics 365 update continues Microsoft’s commitment to Artificial Intelligence technology. In fact, the update includes three entirely new AI apps – Virtual Agent, Customer Insights and Dynamics 365 Fraud Protection. Today we are going to look at Virtual Agent for Customer Service. To read the entire April 2019 Dynamics 365 update, download the .pdf here. Virtual Agent Virtual Agent […]
How Dynamics 365 customized workflows make you more efficient and profitable
One of the most useful features in Dynamics 365 is the ability to create customized workflows. In fact, customized workflows make you more efficient and profitable. Yet, many users fail to fully utilize this powerful tool. Let’s look at 3 ways customized workflows make you more efficient and profitable. No 1: Stay on top of […]
Remain CASL compliant with Dynamics 365
In the days since Canada passed the Canadian Anti-Spam Legislation, or CASL, it has been more difficult to build a good email marketing list that remained CASL compliant. More difficult, but not impossible. Staying CASL compliant doesn’t have to be a stressful chore. In fact, with a good CRM tool much of the work to stay CASL compliant […]