If you’re considering adding a sales-oriented CRM to your tech stack, you’re likely shopping around to find the system and subscription level that suits your business needs. Even within Dynamics 365 Sales, there are lots of different features and tiers that may require some digging through details to find your best fit.

Microsoft Teams provides businesses with an excellent solution for managing file storage and collaboration. It has its own editor for Word and other Microsoft 365 app files that can be useful for some quick, small changes. However, for larger edits and authoring, it is usually much easier to open the file in the corresponding desktop application such as Word. The functionality is usually better and the formatting can be a bit difficult when editing in Teams itself. New in the preview release of Microsoft Teams is the ability to set the default opening behavior.

With Sales Accelerator in Dynamics 365 Sales Insights, save time and effort by automatically assigning new leads to sales team members as they come in. Sales Insights is available by default for Sales Premium licenses or as an add-on for Sales Enterprise. The Sales Accelerator can be activated by navigating to the Sale Insights Settings area. Use the Change Area menu at the bottom of the navigation pane to switch over. Users will also need to have the sequence manager, sales manager, or administrator role.

Microsoft continues to expand the functionality of the Dynamics 365 Marketing to provide better tools for businesses to connect with their audiences. New to the armory of features is SMS messaging and push notifications for mobile apps. This gives new ways to take control of communication efforts all within the same system. Currently, these features are only in public preview, so they don’t quite have their full functionality. However, they can still be utilized to get a taste of their full potential and help to brainstorm ways a company could benefits from them.

As we continue to push forward, cloud hosting is very much becoming a dominant player for business data. Many legacy systems are starting to age-out and need to be replaced. For many of these businesses, it can be difficult to finally make the call to upgrade, let alone migrate to the cloud. If the company is accustomed to managing everything in-house, that pass-off can be a bit daunting. Once you get past your initial “what-ifs” of making the switch, a cloud-based ERP system has many benefits over traditional on-premises server.

With the outbreak of COVID-19 (Coronavirus) and its subsequent spread around the world, many companies and employees are taking the responsible step to have employees work from home to combat further spread of the virus, a concept known as social distancing. Companies of all sizes may struggle to adequately prepare staff to work remotely full-time. They may not have the equipment or the tools to access work resources remotely.

Utilizing an integration between Dynamics 365 Portals or Power Apps Portals, Dynamics 365 Marketing can provide a front end to interact directly with a potential customer. Marketers can use marketing pages built on these portals to engage with their audience by registering for events, filling out forms, or performing other marketing actions and have it sync directly with the marketing platform behind it. This blog will explain how exactly the integration between Dynamics 365 Portals and Dynamics 365 Marketing works and what can be accomplished with it.

On March 2nd, Microsoft announced they would be providing 6 free months of Microsoft Teams licensing in response to the COVID-19 outbreak. If your organization has implemented or is considering a work from home policy, Microsoft Teams can give your users an organized way to communicate and stay productive while out of the office.

Regardless of where staff work, they need to communicate and collaborate to complete tasks and projects. You may worry that the distance will cause interruption in business processes. Office 365 provides organizations a way to strengthen their team communication and collaboration while also giving employees flexibility during these uncertain times.

Dynamics 365 Business Central is Microsoft's premier mid-market ERP solution, but is it the right application for your organization? Whether you are on Dynamics GP, Dynamics NAV on-premise, or another ERP system, there are many factors to consider when making a decision to move to Dynamics 365 Business Central. In this webinar, Janelle Riley, CEO of Syvantis with 20 years of Dynamics ERP experience, will explain the history of Dynamics ERP systems and how Business Central fits into the story.

Native cloud, Dynamics 365 Project Operations combines features from Project Online and Project Service Automation to create a comprehensive project management application that seamlessly integrates with other Dynamics 365 applications.

The variety of list types can be confusing, so it’s important to understand the difference. There are two main list types: the marketing segment and the marketing list. Marketing segments are designed to be paired with customer journeys so a marketer can guide members of a selected subset of contacts through a journey of content that can include marketing emails, marketing forms & pages, events, and more.

Monitoring online behavior associated with a website, social media pages, and landing pages is essential for marketers. Tracking this behavior can give insight into what messaging your audience is connecting with and how they are accessing it. Dynamics 365 Marketing gives marketers the tools needed to track their audience and learn more about what content they connect with.

Companies making an evaluation for a new Microsoft partner can often be confused about a prospective partner’s qualifications or what they may offer. For many partners, they may be certified in one area or another by Microsoft. They may also have a tier of qualification on each of their certifications.

Microsoft’s Dynamics 365 Marketing contains a comprehensive lead scoring system that helps marketers do exactly that. With an easy-to-use UI-based scoring module, it is simple to create scoring models that rank leads and automatically target them.

Does it seem like your Microsoft Office apps are updating all the time, or are updates only available every few months? Read this blog to learn about Office update channels, how they differ, and why you may want to choose each specific one.

On October 1st, Microsoft released the first patch of their Wave 2 2019 Business Central updates. Business Central, the newest cloud-based ERP accounting solution offered by Microsoft, is designed to provide easy to use, high end accounting tools to small and mid-size businesses. This update features a significant amount of feature improvements and advances in migration as Microsoft prepares to align Business Central on-premises with the online version.

An important consideration to make is Microsoft’s development strategy. Microsoft has reallocated its development resources away from Dynamics GP and Dynamics SL to Business Central. This means that although Microsoft continues to support GP and SL, the majority of new development is happening in Business Central.

Where is Microsoft ERP right now? Walk through install base numbers and deployment options to get a firm grasp at the landscape of ERP systems in the Microsoft ecosystem.

Big changes have been happening at Microsoft regarding its ERP applications over the past three years. This has caused a lot of confusion and uncertainty among current Microsoft ERP clients as well as organizations looking to purchase Microsoft ERP systems.