Dynamics 365/CRM
Dynamics 365 – Send a Customer Case with Azure SMS
One of the most common customer service practices is to notify the customer when they have submitted a new incident with the incident number and a message about the expected resolution time. Historically this was done with an email sent to the customer’s email address for their tracking purposes, but that was so 2010! It’s…
Read MoreSUMMIT NA 2023: ATTENDEES GUIDE
We are just a few years past the core pandemic, USER GROUPS are back, and we are here for it! If you made it to Summit NA in Orlando last year, you witnessed a five-day immersive D365 experience! The 2023 event is quickly zooming into Charlotte, North Carolina, and is on track to be even…
Read MoreOrganizing Org Charts in Dynamics 365 Sales
Staying on top of your accounts and managing them well in Dynamics 365 Customer Engagement (CE) is paramount to being a successful Sales organization. “Knowing” your customer is a big part of being able to drive customer satisfaction and potentially generating new sales opportunities with your existing accounts and contacts. A very useful feature in…
Read MoreDynamics 365 Connected Customer Service Example
In a world of “Internet of Things” (IoT), wouldn’t it be nice to be able to proactively service your customer’s needs almost without them knowing about it? As our world is more connected than ever now, IoT provides service organizations abilities to monitor and identify equipment issues before they become even larger and more unmanageable. …
Read MoreDynamics 365 Commerce Scale Unit CSU Core
Dynamics 365 Commerce: CSU Core and Commerce SDK – Revolutionizing the Platform Dynamics 365 Commerce, Microsoft’s powerful commerce platform, has introduced new features and enhancements that are transforming how the platform is used. The introduction of CSU Core and Commerce SDK brings improved efficiency, performance, and flexibility to the platform, benefiting customers and partners…
Read MoreDynamics 365 Reality Check
Nowadays it’s hard to know what is real and what is not especially in the realm of “Mixed Reality”. Gamers have been using this technology for a while to enhance their gaming experience, however, recently Microsoft business applications have gotten into the game…pun intended. With the latest version of D365 Finance & Operations, D365 Sales…
Read MoreDynamics 365 Sales – Managing Customer Quotes
Most sales truly begin when a customer asks the sales rep to send them a quote. In Dynamics 365 Sales (D365) a quote is a customer request for products or services at specific prices, quantities, payment terms, etc. As one can imagine quotes are a major component in D365 Sales. It is a basis of…
Read MoreDynamics Con Live 2023
Scottsdale is getting ready for double the fun and double the Dynamics 365 attendees at Dynamics Con Live: Scottsdale!! This 4-day event is kicking off Monday, May 22nd, with an opening reception at an Oasis in the desert, glam-glow paint style! {Let this bit of coolness sink in for a minute!} The growth of this…
Read MoreMajor Improvements Coming to Microsoft Productivity and Business Applications (Release Wave 1)
For the past 40 years, the user experience and core process flows of business applications including ERP, CRM, and more have remained somewhat stagnant. Don’t you think it’s time for a change? With the announcement of Release Wave 1 being executed worldwide throughout the month of April, it’s evident that Microsoft thinks the time to…
Read MoreFollowing the Path: Microsoft’s Artificial Intelligence Journey
Over the past 3 months, Microsoft has been shaking up the business world, making waves with Artificial Intelligence and looking to innovate how people use and interact with their software offerings. We briefly discussed Microsoft’s investment into OpenAI in an earlier blog, The Continuation of Artificial Intelligence in Microsoft, and boy howdy, have there been…
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