Need help with Dynamics 365? Check SSW's Dynamics 365 Consulting page.
CRM is used to store and retrieve Client information, Opportunities, Projects, and Bookings.
You should install the new Dynamics 365 App for Outlook to track your appointments, booking leave and developers for projects.
You should have Dynamics 365 installed on your phone so you can capture updates as they happen, keep work moving between commits, and walk into every meeting already briefed.
If you are using Microsoft Dynamics 365 Online as your CRM solution, you might have noticed that it syncs some Microsoft Entra ID - formerly Azure Active Directory fields automatically.
You should automate signup processes using Zapier.
The Dynamics 365 Release plans provide a snapshot of what Microsoft has been working on in the Dynamics 365 CRM business. You can use it to find out what was recently made generally available, released into public preview, is still being developed and tested, or is no longer developed.
These are the other major CRM engines that compete with Microsoft Dynamics 365:
Email marketing is very important for your company and you need to use the best suitable tool for that. The best option is dictated by your contact number, the number of emails sent per year and your requirements.
Do you find yourself endlessly clicking through reports in your CRM system to find information about clients? What if there was a way to query all your sources for any information you like? Dynamics 365 Copilot can be helpful for:
Custom - see Ulysses' Power BI session - https://tv.ssw.com/6839/power-bi-finally-can-make-decisions-based-facts-ulysses-maclaren
If you want to track appointments and emails in Microsoft Dynamics 365 (CRM), you first need to set up your mailbox in the system.
Do the following:
Dynamics regularly receives updates, known as Rollups. Rollups are a set of cumulative updates and patches. It is important to ensure you are up to date as there many great enhancements (and the odd bug fix) that are included over time.
It is impossible to exactly remember every configuration setting in an MSCRM install. A historical log of the installation is hugely valuable when there are problems after installation is completed and helps to correctly re-install if required. The easiest and most convenient way of doing this is to take screen captures of every screen and paste them into a Word document. E.g. _InstallSteps_CRM2011.docx
You're doing some great work for your client... or you think you are, but how do you know for sure how happy they are?
Customer feedback is something that most companies do not harness, and is key data that you should be looking at. It is as important as your profit and loss.
A focus on customer feedback will give your customers’ experience more of a weighting in your decision making.
Main options available for this are: