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Resources from our industry-expert staff
Share Microsoft Teams meeting recordings with external users
Microsoft Teams gives users the ability to record their meetings. Recording meetings can be useful for training sessions or webinars that you want to reuse in the future. When a meeting is recorded in Microsoft Teams, it is automatically uploaded to Microsoft Stream, the default video player application in Microsoft 365. It is very easy to share videos uploaded to Microsoft Stream with members of your organization, but there is currently no way to share videos in Microsoft Stream with external users. So what should you do if you need to share a recorded Teams meeting with someone outside of your organization? This blog will go through the easiest workaround.
Customizing form themes in Microsoft Forms
Microsoft Forms provides multiples ways to customize forms in a way that make them your own or adhere to brand standards. Updating a form theme or background with custom images or colors will help legitimize the form for your audience and make it look more appealing.
Introduction to Power Apps Portals
To increase the availability of portal software, Microsoft has recently replaced their older Dynamics 365 Portals with the new Power Apps Portals. The new program is designed to be an easier to use option with less coding needed for companies that want to create portals for their customers to access information Power Apps Portals can be used for a wide variety of purposes. Because it connects natively with Microsoft’s Common Data Service, Power Apps Portals can provide any information stored on the Microsoft Dynamics suite.
Using downtime to train outside sales staff
An accounting team may be able to successfully enter sales orders or compile financial reports, but an outside sales team may struggle to interact with prospects remotely. For under-utilized departments like sales that are stuck at home, now is the perfect opportunity to train them on CRM processes that will improve their performance and data tracking when they have the chance to hit the field again.
How retailers can use Microsoft Bookings to follow social distancing guidelines
Smaller retailers like hair salons, auto repair shops, boutiques, and other small to midsize retailers who don’t have dedicated teams to implement advanced COVID-19 response operations can utilize appointment booking software like Microsoft Bookings to safely open their business to their customers.
Coordinate effective drip campaigns with Dynamics 365 Marketing
Digital marketing technology and strategies are constantly evolving. With new technologies, many new marketing strategies develop quickly to help make use of the new mediums we now have access to. One such marketing strategy, drip marketing, is a modern way to market to a specific set of potential customers through targeted emails with relevant information that can help convert them into an opportunity and ultimately a customer.
Microsoft’s new marketing platform, Microsoft Dynamics 365 Marketing, can help provide businesses with the tools they need to execute complex marketing strategies like drip campaigns.
Which Dynamics 365 Sales license is right for my organization?
Microsoft Dynamics 365 Sales is an important part of the Dynamics 365 Suite. It is used to manage leads and opportunities and facilitate more conversions for your business. There are license types that are currently offered which can be somewhat confusing to a first-time buyer who may not know all the different options available to them.
Encourage team communication and collaboration with Microsoft Teams
Within Microsoft Teams, Teams are the highest level of organizations for groups of users. Teams can be used to communicate with groups of people, store relevant group files, or even just post notifications. Typically we see Teams be created for departments, project teams, specific office location staff, or group interests, but Teams can be created for just about any group type.
Working Remotely During COVID-19
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.
Microsoft offering 6 free months of Dynamics 365 Customer Service, Power Apps, and more in response to COVID-19 outbreak
Microsoft has announced that it is offering 6 months of free licensing for certain cloud applications to help organizations respond to the COVID-19 outbreak. Licenses available with this offer include Dynamics 365 Customer Service, Dynamics 365 Remote Assist, Power Apps, Power Automate, Power Apps portals, and Power Virtual Agents. This announcement follows a previous offer for six months of free Microsoft Teams licensing for organizations who have not already implemented Office 365.
How Portals interact with Dynamics 365 Marketing
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.
Working remotely during COVID-19
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.
Microsoft offering 6 months of free Microsoft Teams licensing in response to COVID-19 outbreak
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.
How Office 365 Enables Employees to Work from Home
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.
On-Demand Webinar: Is Business Central Right for your Organization?
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.
What is Dynamics 365 Project Operations?
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.
Marketing Lists vs. Marketing Segments in Dynamics 365 Marketing
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.
Tracking online behavior with Dynamics 365 Marketing
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.
What are Microsoft Partner Competencies?
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.
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.
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