Dynamics 365 Marketing, Dynamics 365 CRM Travis Steinke Dynamics 365 Marketing, Dynamics 365 CRM Travis Steinke

Reach your audience wherever they are with new SMS messaging in Dynamics 365 Marketing

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.

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Business Consulting Emily Johnson Business Consulting Emily Johnson

Seven qualities you should look for in your Microsoft Partner

Choosing the right partner for your business is not something to take lightly, and there are many things to consider, from Microsoft competency certifications to how they treat potential and existing clients. Here are seven qualities of excellent partners your company will want to carefully consider when you’re in the market for a Microsoft Partner.

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Should I customize my CRM or use it out-of-the-box? Why customization is the right investment

Each business is its own ecosystem, with specialized needs for the customers they serve, the distinct services they provide, and their individualized business processes. You wouldn’t buy a suit without tailoring it to fit you perfectly; the same expectation should apply to CRMs. Companies are not cookie cutter and generic, and neither are the customizable abilities possible with solutions such as Dynamics 365 Marketing or Sales.

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Office 365 Hanna Madkour Office 365 Hanna Madkour

What’s new to Microsoft 365 – Summer 2021

Efficiency and connectivity have been at the forefront of Microsoft’s efforts to update products lately. Teams in particular has been at center stage, so it saw the majority of updates made, but other exciting features and functionalities were added across the other Microsoft 365 products as well. Here is a recap of some of the best new features that were added to Microsoft 365 products this summer:

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Business Central Travis Steinke Business Central Travis Steinke

The benefits of moving to a cloud-based ERP

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.

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Power Automate Emily Johnson Power Automate Emily Johnson

Six ways to improve business process efficiency with Power Automate

How many workdays have been filled completing manual, repetitive, time-consuming business processes, like sending reminders, scheduling meetings, or completing the steps of an approval? These tasks are necessary, but they often require time and energy that employees could otherwise spend on driving the business forward. With advancements in technology and the power of automation, these processes can be done—often from start to finish—automatically, freeing up time in your day for all the other important things you do for your company.

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Dynamics 365 Marketing, Dynamics 365 CRM Emily Johnson Dynamics 365 Marketing, Dynamics 365 CRM Emily Johnson

Developing an effective lead scoring model

Effective marketing strategies and tactics are designed to cultivate enough interest to make sure each sales-focused interaction has a stable foundation. Creating lead scoring models in Dynamics 365 Marketing autogenerates a score to indicate each contact or account’s likelihood of closing a deal based on interactions with websites, emails, events, and more. Scoring leads allows users to focus on the most quality prospects by cutting through cluttered sales pipelines and highlighting each lead’s progress towards becoming sales ready.

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Office 365 Emily Johnson Office 365 Emily Johnson

New Microsoft 365 Pricing: What you need to know

After a decade of investing in improvements, Microsoft has announced that pricing changes will be made for enterprise and commercial subscriptions of Microsoft 365 packages. Smaller price increases have been made over the years, but this announcement marks the first “substantive” pricing increase in the 10 years that these products have been on the market. The pricing changes will reflect the value of added features, functionalities, and elevated standards of quality—especially as so many new features and product upgrades have been made in the last year and a half alone.

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Power BI Hanna Madkour Power BI Hanna Madkour

Five best practices for designing data visualizations in Power BI

From the ancient masters of rhetoric themselves, we are told that logos, or logic, is an effective way to persuade an audience. And all of recorded history is a testament to the power of storytelling, a most innate human attribute, to influence people’s actions. Therefore, being able to tell a story with logic, with data, must be an effective way to understand the world and act within it according to our goals.

This is the foundation to which Microsoft’s Power BI application is based. Tell a compelling story through the visualizations of data, and that story can help inform decisions that will benefit businesses.

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Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour Dynamics 365 CRM, Dynamics 365 Marketing Hanna Madkour

Three ways organizations can utilize real-time customer journeys in Dynamics 365 Marketing

New real-time marketing features in Dynamics 365 Marketing provide users with tools to engage customers in the moments that matter using a variety of customizable dimensions like branching paths and triggers. Insights can be harnessed by AI capabilities to automatically generate recommendations for actions when it comes to content, channels, and analytics.

Segments (marketing lists) and integrations also allow organizations to seamlessly leverage customer profile information to ensure each customer engagement utilizes the full range of tools available for an overall personalized experience.

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Dynamics 365 CRM Hanna Madkour Dynamics 365 CRM Hanna Madkour

Customize the survey experience with branching paths in Dynamics 365 Customer Voice

A happy customer is one who is listened to, their needs met. A resilient and successful business is one who fosters happy, loyal customers. Where these Venn Diagrams meet is an efficient and easy way to ask for and give feedback. Standard, generic feedback won’t give the nuanced insights to help a company serve its clients and grow; yet asking for specific, detailed feedback usually calls for time-consuming manual labor, developing a myriad of surveys for common situations and experiences.

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Seven reasons why you should choose Dynamics 365 to drive digital transformation

The goal behind digital transformation is to help organizations adapt and remain resilient against competitive pressure, changing customer needs, and even global crises. Companies who are flexible, with growth-mindsets and the urge to stay relevant with ever-new technologies, are the companies who successfully shift via digital transformation.

Digital is the future, and it is also the present, so there is no better time to consider how your business can move toward full digital transformation. This blog discusses seven key ways businesses can leverage the power of Dynamics 365 business applications to drive their digital transformation.

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Updates coming to Dynamics 365 Customer Service with 2021 Release Wave 2

Dynamics 365 Customer Service helps organizations offer end-to-end customer support services across multiple channels to meet customer needs, wherever they may be. The app tracks customer issues through cases, manages performance and productivity in the workspace dashboard, tracks customer requests across channels, and provides customers with assisted and self-service through a variety of scenarios.

With the upcoming 2021 Release Wave 2 updates, the app will see overall enhancements to AI insights, embedded analytics, collaboration tools, and bolstered case management abilities.

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Dynamics 365 CRM Hanna Madkour Dynamics 365 CRM Hanna Madkour

Customizing user access with Security Roles in Dynamics 365

When onboarding a new employee, the ability to quickly and efficiently provide permissions is paramount to that new employee settling in and jumping into the flow of work. Just as, if not more, important is taking access or abilities away if a position has shifted or an individual no longer works for the company to prevent over access and abuse of it.

Dynamics 365 applications have a variety of pre-built and editable security roles admin can assign to groups of employees, streamlining and enhancing security across the organization.

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Dynamics 365 Marketing Hanna Madkour Dynamics 365 Marketing Hanna Madkour

Designing the perfect marketing email: Do's and don'ts to make your message stand out

Good digital strategy has the potential to transform business operations by driving revenue, building broad brand awareness, uncovering new and untapped audiences, boosting online engagement, and increasing customer retention and loyalty.

Email marketing is a powerful tool that shouldn't be tossed to the side. Emails grant the ability to tailor the exact information going out to recipients, customize visual elements, track analytics, and require minimal effort for a sound return on investment.

These simple tactics can be used to make sure every email packs a punch to get the most out of marketing efforts.

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Earn customer satisfaction and loyalty with Microsoft Bookings, Power Automate flows, and Dynamics 365 Marketing

Engaging a customer at the opportune times is a tricky, time-consuming business; yet, this is a necessary act for many businesses to build and retain a loyal and satisfied customer base. Gathering touchpoint data, analyzing customer actions, anticipating customer desires, and sending proper emails or other communication at the right moment—what if all this effort and toil could happen automatically based on the customer’s actions? Fortunately, automation for a broad range of purposes, even across several Microsoft applications, can be easily established.

This blog will demonstrate just one example of Microsoft applications—such as Dynamics 365 Marketing, Microsoft Bookings, and Power Automate—interacting seamlessly to provide optimal, efficient business solutions for you, and a cohesive, satisfying end-to-end experience for your customers.

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Office 365 Hanna Madkour Office 365 Hanna Madkour

Phishing in 2021: What to look for and how to prevent it

The majority of ransomware attacks begin with phishing emails. Malware (malicious software) is hidden in an attachment, like an invoice or a report. As soon as the attachment is opened, the ransomware spreads through the device, locking files, systems, or networks and leaving behind a ransom note. Even the most minor attacks can set an organization back with lost time due to disrupted operations—not to mention the risk of compromised proprietary information, financial loss, and even the hit the organization’s reputation may take as a result.

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Managing event sponsors and vendors with Dynamics 365 Marketing

Event management is a complex feat from start to finish, but it doesn’t have to be difficult. Event planning and management tools within Dynamics 365 Marketing help guide users through every step of the process from preliminary budgeting, registration, session planning, webinar broadcasting, post-event analytics, and beyond. Users can utilize two helpful features within the event work area to manage event sponsors and vendors.

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