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Resources from our industry-expert staff
Lead Scoring with Dynamics 365 Marketing
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.
How to use account-based marketing in Dynamics 365 Marketing
Account Based Marketing has shown it can be a high-value element of any team’s marketing initiatives. See what you can do, and how to do it, with Account Based Marketing in Dynamics 365 for Marketing.
The Dynamics 365 April Release is live!
On April 5, 2019, the Dynamics 365 April release was made Generally Available to customers. Learn about upgrades made to the suite of Dynamics 365 apps, Business Central, the Microsoft Power Platform, and how they’ll all be affected. Sign up for a free 30-day trial to get started with Dynamics 365 for yourself.
The value in integrating Business Central
Business Central from Microsoft gives users more power in their ERP solution than ever before. Through integrations and connections to the other systems they already use, Business Central lets users accomplish more in one program than they normally would in 5. See how you can incorporate the products you use to make Business Central work best for you.
Dynamics 365 Outlook app vs client - What’s the difference?
Microsoft Outlook and Dynamics 365 work together to make your business the best it can be, but there seems to be some confusion on how the connection works. Learn all about the Dynamics 365 for Outlook App and Client here.
Modern lead management with Dynamics 365 for Marketing
Attracting, capturing, and closing on high-quality leads has become an art form in today’s ultra-competitive digital age. What used to be a combination of cold-calling, print ads, and a bit of luck has shifted to social media, personalized messages, drip campaigns, and an overall focus that’s more on the customer, not your company. Companies must adopt at least some form of most of these practices in order to stay competitive in today’s environment, but that’s a lot easier for large corporations than small and midsize companies.
Dynamics 365 for Marketing: What it is and what can be done
Dynamics 365 is Microsoft’s combined ERP and CRM platform. The system consists of seven applications to serve various business functions: Sales, Customer Engagement, Field Service, Talent, Finance and Operations, Retail, Project Service Automation, and Marketing. Dynamics 365 for Marketing will be the focus of this blog as we delve into its capabilities, functions, and what it can do for your business.
Why you need to manage your customer relationships
To provide the best customer experience you need to look at your customers and determine exactly what it is they want or need. These wants and needs will not be the same for each of your customers. To better understand each customer individually, and to meet each of their expectations, you should plan to invest in a quality CRM system.
How does Office 365 integrate with Dynamics CRM?
Sales professionals love to use Office programs like Outlook, Word, and Excel in their sales processes. It makes sense then that their CRM system should work well with these programs, right? With the recent release of Office 2016, the integration between Office 365 and Dynamics CRM is better than ever. Here are some of the best ways Office 365 and Dynamics CRM work together.
Microsoft announces two Azure data centers in UK
Microsoft CEO, Satya Nadella took to the stage at the Future Decoded conference today to announce two new Azure data centers opening in the UK in 2016. Microsoft recently completed Azure datacenters in Ireland and the Netherlands, but this will be the first datacenter in the UK. The expansion will allow UK businesses and government organizations using Azure to store and backup data within the UK region for the first time.
How to Manage Contacts in Dynamics CRM and Outlook
When utilizing Dynamics CRM, we have two systems for managing contacts: Dynamics CRM and Microsoft Outlook. These two systems are independent but connected to one another.
Outlook data comes from your Exchange server, while CRM data comes from your CRM server. There is a connector that synchronizes back and forth between the CRM server and Outlook, which is installed on your computer. In order to get the most from CRM, you should understand how the CRM contact data synchronizes between CRM and your computer.
Why is Dynamics CRM better than Salesforce?
Business managers frequently ask me why they should choose Dynamics CRM over Salesforce. Surprisingly, even though Salesforce has a strong standing in the marketplace, I find that business managers will almost always select Dynamics CRM over Salesforce.
There are a number of reasons why Dynamics CRM is nearly always a winner:
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