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Resources from our industry-expert staff
We’re considering Dynamics 365, do we need to switch to Dynamics 365 for all business processes?
We often encounter organizations that are looking to upgrade from an existing business system and discover Dynamics 365 without truly understanding what it is. While it’s true that Dynamics 365 has an answer to almost every business process at this point and it is a major benefit to use business applications that speak to each other natively, it isn’t necessary to dive head first into Dynamics 365 and overhaul all existing processes.
Using custom fonts in Dynamics 365 Marketing content
Currently there is a decent selection of fonts available in Dynamics 365 Marketing when creating content like email messages, marketing forms, and marketing pages. While more fonts will be added in future updates, many marketers prefer to use fonts that adhere to brand standards or frankly just look better than available fonts. Web fonts provide marketers with the flexibility to stretch their creative muscles within the context of text within an email design or marketing page.
What to expect - upcoming system updates to Dynamics 365 Sales
With the recent release of Microsoft’s plans for Dynamics 365 2021 Release Wave 1, many exciting new features for the Dynamics 365 platform were announced. Dynamics 365 Sales is receiving numerous updates to make it easier and more accessible for sellers to effectively reach and communicate with their customers.
A large portion of the updates are expected in April, with more release over the following months.
Work more efficiently with keyboard shortcuts in Business Central
Keyboard shortcuts are important tools for many ERP system users that spend their days entering data and navigating around the system. With Dynamics 365 Business Central, Microsoft has included a comprehensive list of keyboard shortcuts to make actions and navigation easier within the application. The shortcuts discussed below are mostly the same between Windows and macOS, however if a shortcut doesn’t work on macOS, there may be an alternative shortcut listed in Microsoft’s official documentation.
What to expect: Upcoming system updates to Dynamics 365 Marketing
Microsoft has made no delay in getting started with planning updates to Dynamics 365. Recently, Microsoft put out its plan for the 2021 Release Wave 1. A multitude of enhancements and features are coming to the Dynamics 365 applications, including Dynamics 365 Marketing.
The updates to Marketing aim to make content creation easier, allow it to be distributed through more channels, and give users better tools to analyze their data. Many of these updates are expected to become available in April with the rest rolling out in the months after.
Integrate LinkedIn Sales Navigator with Dynamics 365 Sales
When integrated with Dynamics 365 Sales, LinkedIn Sales Navigator can provide sales teams with crucial information regarding their opportunities directly in the Dynamics 365 interface. But what is LinkedIn Sales Navigator?
The LinkedIn Sales Navigator is an add-on application available through LinkedIn that gives sales teams a boost in capturing and nurturing leads. It provides features like Advanced lead and company search, lead recommendations, deals, organic marketing alerts, and more.
Organize your Teams by creating well-structured SharePoint Team sites in Microsoft Teams
Microsoft Teams is a great tool for facilitating internal communications and ensuring every member of the organization stays up to date. It keeps teams focused and advancing towards the same goals. SharePoint is a file management system that gives secure file storage to the entire organization.
SharePoint can be customized and structured to best fit the needs of the business. These are both great products that help facilitate effective collaboration within an organization.
Dynamics 365 2021 Release Wave 1 Updates: Dynamics 365 Business Central
Microsoft just released their plans for updates to all Dynamics 365 applications coming from April 2021 to September 2021 as part of 2021 Release Wave 1. Most of these features will be available for public preview in March with general availability in April. While delivery timelines may change, we now have a good idea of the major updates to Dynamics 365 Business Central that will be coming throughout the middle-part of the year.
Here are some of the biggest changes coming to the application that Business Central users and admins should be aware of.
Dynamics 365 2021 Release Wave 1 Highlights
Microsoft has recently released the preview of the updates coming with the Dynamics 365 2021 Release Wave 1 this spring. There are a variety of features coming to the Dynamics 365 ecosystem with general availability for many beginning in April and continuing to roll out through September. Early access for new features becomes available on February 1st. We have picked out some of the highlights for Dynamics 365 applications that are included in the release.
How to track Outlook Emails in Dynamics 365
If your organization uses Dynamics 365 for Sales, you can track emails from clients, vendors, leads, opportunities, etc. right from Outlook and those emails will automatically sync up to the associated record in your Dynamics 365 CRM system.
Analyze Dynamics 365 Marketing campaign performance with interactive Power BI reports
Dynamics 365 Marketing is a powerful digital marketing application that help users create marking content and distribute it manually or through automated processes. Its wide variety of tools make it effective for most marketing campaigns. Dynamics 365 Marketing has its own insights and analytics tools to help marketers learn what has proved effective and what can be improved.
However, with the use of Microsoft Dataverse and Power BI, interactive, highly customizable reports can be created to boost the visibility of important marketing data. Power BI is also a low-code solution, so, while coding knowledge can be helpful, an extensive background in development is not needed to make effective, good-looking reports.
Easier data analysis with Business Central's Business Intelligence
Dynamics 365 Business Central makes use of a feature called Business Intelligence to assist end-users in data analysis and reporting. This works largely with the help of dimensions. Dimensions in Business Central are custom attributes that can be assigned to a variety of different entry records. These dimensions can then be grouped by similarities such as a region or product and with reporting via account schedules.
Microsoft Teams update roundup: The best new collaboration features
If your organization already uses Microsoft Teams for internal or external communication, you’ll be happy to know that Microsoft continues to release monthly updates for the application that greatly advance the collaboration capabilities. If you haven’t used Teams before, it is included in most Microsoft 365 packages and integrates with the Office storage applications like SharePoint and traditional Office applications like Word and Excel. We’ve put together a list of the latest updates to Microsoft Teams that will encourage collaboration among your staff.
The Future of Dynamics GP FAQ
Dynamics GP clients have many questions surrounding the future of Microsoft ERP and where Dynamics GP fits into that picture. We’ve put together some FAQs to help organizations understand the context of Microsoft’s messaging and give them the information they need to make informed decisions about their long-term ERP solution.
The Future of Dynamics NAV FAQ
Dynamics NAV clients have many questions surrounding the future of Microsoft ERP and where Dynamics NAV fits into that picture. We’ve put together some FAQs to help organizations understand the context of Microsoft’s messaging and give them the information they need to make informed decisions about their long-term ERP solution.
Design, distribute, and analyze surveys with Dynamics 365 Customer Voice
Dynamics 365 Customer Voice is Microsoft’s premier solution for customer feedback management. Customer Voice provides organizations with effective solutions to build and analyze customer surveys and identify metrics they need to improve the experience of their customers.
Custom Education Solutions brings business teams together with Dynamics 365
Before making the move to Dynamics 365, Custom Education Solutions kept sales and marketing data in separate systems causing sales and marketing efforts to be slowed and disjointed. With Dynamics 365 Sales and Dynamics 365 Marketing, the sales and marketing teams can work together to reach targeted audiences and focus on the opportunities most likely to close.
Utilize Campaigns in Dynamics 365 Sales to track marketing efforts
The lines between sales and marketing continue to blur. If sales and marketing teams are not on the same page or unaware of what each other are doing to further the sales funnel, valuable time and effort can be wasted. For organizations that are using Dynamics 365 Sales, the Campaigns entity provides an introductory way to create and track marketing campaign performance and activity without a dedicated marketing application.
Working with the Dynamics 365 Business Central Company Hub
Recently, as part of Dynamics 365 Business Central’s 2020 Release Wave 2, Microsoft introduced the company hub to Dynamics 365 Business Central. The Company Hub is designed to help users that work within multiple company environments in Business Central by giving them a central location from which they can easily access data across the different environments of each company or region.
Microsoft Teams no longer supports Internet Explorer 11
Back in August, Microsoft announced the official end of support for Internet Explorer coming in late 2021. This announcement also included a slew of end-of-support dates for Microsoft 365 application support of Internet Explorer. As of November 30, 2020, Microsoft Teams no longer supports Internet Explorer 11.
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