See first-hand how you can customize the new Dynamics 365 Unified Interface to implement unique apps for specific roles within your business processes.

Time is the most valuable resource for any employee. For employees who have been working from home for the past year, managing time to ensure work gets done and personal life doesn’t take a hit can be sometimes difficult.

The goal of Microsoft 365 apps like Outlook and Microsoft Teams is to help manage time and ensure communication is efficient. Specifically in Outlook, the calendar can be used to effectively manage meetings and work life balance in a user-friendly way.

Here are some new features in Outlook employees can use to ensure they are taking time for themselves while still getting the job done.

Dynamics 365 Customer Voice is Microsoft’s powerful solution for customer feedback management. With it, business can easily create, send, and analyze surveys.

As part of the Dynamics 365 ecosystem, Customer Voice is easily integrated with other applications like Dynamics 365 Marketing. This integration allows businesses to automatically send out surveys to targeted segments created in Marketing.

This month marked the beginning of Microsoft’s Dynamics 365 2021 Release Wave 1 plans. Dynamics 365 Marketing will certainly be receiving its fair share of updates, new features, and bug fixes.

This April update Includes new features for emails, pages, social posting in addition to enhancements for some other systems in the app.

Dynamics 365 Business Central is Microsoft’s premier mid-market ERP solution that supports a wide range of functionality to cover all business process that may be required by small- to mid-sized companies. The Business Central mobile app brings some of the great functionality to tablets and phones for on-the-go usage . The app is available on the Windows store, Apple store, and Google Play.

Dynamics 365 Business Central is a cloud-based ERP application with users accessing the system from a variety of web browsers and devices. Users of cloud-based applications like Dynamics 365 benefit from being able to access the system from anywhere with an internet connection – even on the go from their mobile device.

Like any system, there are tips and tricks for users that make their experience a positive one. In this blog we’ll cover various performance to ensure the end-user experience in Dynamics 365 Business Central is consistent and effective.

When people think of marketing execution, they will usually think of the more flashy, outward-facing content. However, many marketing messages would fall flat if they were not distributed to a properly targeted audience.

Dynamics 365 Marketing’s segments feature gives marketers easy tools for targeting to proper leads and contacts for their message. With shared contact data among Dynamics 365 apps, segments can be created to include active customers in Business Central, leads and opportunities from Dynamics 365 Sales, and more.

Microsoft Teams continues to receive monthly updates bringing more functionality and collaboration features to the already robust communication application. With all the updates, it can be hard to keep up or notice changes as they are applied to the app.

We’re here to break down the most notable updates coming to Microsoft Teams like approval request processes, live transcriptions in meetings, a new meeting recap feature, and increased integration with Outlook.

A major benefit of implementing Microsoft business applications like Dynamics 365 and Microsoft 365 is the interconnectivity between applications and data. Microsoft Excel is currently one of the most popular software applications available for viewing and manipulating data.

For users of Dynamics 365 Business Central, the integration between Business Central and Microsoft Excel provides the ability to view and edit financial data from Business Central directly in Excel and import it back into Business Central.

In all business processes, staying organized is one of the most important keys to success. The same applies to the sales process. Dynamics 365 Sales provides a great interface to track sales from the initial lead creation all the way through the final ordering and invoicing.

Keeping details of the interactions with the lead helps to better understand their needs and focused on the sales goal. The sales process from lead nurturing to completing the order flows seamlessly and intuitively between each step.

Whether you call them support incidents, tickets, cases, or another term, most organizations need a way to effectively manage and track all support activities related to their customers. Dynamics 365 Customer Service provides support teams with comprehensive tools to capture and store support related information while guiding support staff through the remediation process to final resolution.

For organizations already using other Dynamics 365 apps like Sales for CRM capabilities, Dynamics 365 Customer Service allows them to store and update client info in the same database as Sales data meaning it is easy to keep all prospect and client data up to date in the same system.

Today, Microsoft held their Business Applications Launch event for Dynamics 365 and Microsoft Power Platform 2021 release wave 1. During this event Microsoft walked through a few of many new capabilities coming to Dynamics 365 apps like Sales, Marketing, Business Central, and more over the course of April through October 2021. Here are the biggest announcements.

The LinkedIn Sales Navigator is a great tool for sales teams as it provides them access to new opportunities to find and engage with more, and usually higher quality, prospects and leads from LinkedIn. Most companies are not limited to just LinkedIn for lead generation, so LinkedIn Sales Navigator can be integrated with Dynamics 365 Sales.

Integrating the LinkedIn Sales Navigator with Dynamics 365 Sales helps to bring together LinkedIn contacts and leads with the Dynamics 365 Sales interface. In addition, it gives access to some of the other features available in the LinkedIn Sales Navigator.

Many organizations support multiple companies and will also often have users that process data, documents, and other tasks from multiple companies within the organization. While these companies are part of the larger organization, they still need to process and track their individual financial and operations data. Dynamics 365 Business Central allows multiple environments and companies to be set up and has tools to assist users in more easily managing work across them.

Dynamics 365 Marketing provides multiple ways for companies to collect data from web forms and import submission data into Dynamics 36 with marketing forms. Dynamics 365 Marketing forms allow you to build and customize web forms that can be then hosted on landing pages or using the form capture feature. This blog will walk through the capabilities of form capture and the reasoning behind using it in place of embedding Dynamics 365 forms.

With many organizations still operating in a work from home environment, digital communication is integral to maintaining on the same page. In a recent update to Microsoft 365, there are new ways for team members to interact and improve that sense of comradery that is often missed is a digital setting. Let’s walk through three ways Microsoft 365 apps are now integrated into Microsoft Teams to help employees stay connected.

In recent years, kanban boards have been rising in popularity as an effective way for teams to manage the smaller tasks within a larger project or process. They provide a great visual representation of tasks within a larger project or process.

This visualization can be a great asset to help teams get an understanding of how they are progressing through a project, or what point within a process different items have reached. Opportunity and activity entries in Dynamics 365 Sales can be viewed as kanban boards for quick editing and management options.

Continued advancement of communication technology has provided marketers with the tools to reach audiences faster and on a broader level. As such, marketers need to keep moving faster and faster to stay ahead and keep their customers engaged.

Marketing automation tools like customer journeys in Dynamics 365 Marketing allow for that instant connection to be made when potential customers first express interest. Coming up in April, Microsoft will be releasing real-time customer journey orchestration capabilities for preview.

For the mid-market space specifically, providers like Microsoft, SAP, and NetSuite all have cloud-based ERP applications that offer similar functionality. It can be difficult to wade through the many online resources and sales calls to determine the best solution.

To make it easier, we have put together a high level comparison between Microsoft’s premiere mid-market ERP application Dynamics 365 Business Central, and the most common competitors include NetSuite, SAP, and Epicor.

Customer Satisfaction surveys can have a major impact on both sales and customer service operations. Allowing customers to provide meaningful insight into their interactions with your organization can positively influence process changes and impact the bottom line.

With Dynamics 365 Customer Voice (formerly Forms Pro), organizations can create comprehensive customer satisfaction surveys and distribute them directly to contacts from Dynamics 365 apps like Dynamics 365 Sales and Dynamics 365 Service.