General
Dynamics 365 for Marketing: How to create an Event (part 3) – Passes, Registrations and Feedback
This final post in our three-part series on creating and managing an event with Microsoft Dynamics 365 for Marketing will look at creating Passes (tickets) for an event. We will take a look at how to customise the registration experience with our own set of bespoke questions and how to deal with the allocation of…
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Dynamics 365 for Marketing: How to create an Event (part 2) – Sessions, Tracks, Speakers and Sponsors
Sessions, Tracks, Speakers and Sponsors There’s a lot more to putting on an event than just a date and a venue. In the last blog post we looked at how to create a basic event in Dynamics 365 for Marketing. In this blog post we are going to flesh out that event a little and…
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Dynamics 365 for Marketing: How to create an Event (Part One)
Event Management in Dynamics 365 for Marketing Dynamics 365 for Marketing is Microsoft’s business application designed to meet the marketing requirements of a company or organisation in the small to medium sized enterprise sector. It was launched earlier in 2018 and is shaping up to be a great fit, alongside other Dynamics applications such…
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10 Simple features of Microsoft Dynamics 365 that will help your CX Strategy- Part 2
The first point of contact someone has with a business is usually a visit to the website followed by an interaction with an employee of the company. Both of these touch-points give you the opportunity to provide a first-class customer experience. In the first part of our two-part article looking at 10 simple features of…
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10 Simple features of Microsoft Dynamics 365 that will help your CX Strategy – Part 1
We hear you … “We’ve done digital transformation”…. “We’ve updated our privacy statements for GDPR”…. “We’ve disrupted until we end up being the norm again”…. The next big thing Refreshingly, the next big thing in business seems to be paradoxically looking back to old school values and is based around something that never gets old.…
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Differentiation: How to make your business stand out in a crowded market place
A crowded marketplace We happen to be a company that works within the world of CRM. The CRM marketplace like many other IT based industry sectors is very dynamic and fast moving. A company wanting to make an impact in this already very crowded sector has to work hard to get noticed. Every industry has…
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Adding a digital signature box on Dynamics 365 forms
We often hear the term “paperless” office and if you are an organisation that historically deals with a lot of physical documents you might be considering moving some of those forms to the cloud as part of a digital transformation project. Using Dynamics 365 to create customised input forms with digital signatures can help you…
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Microsoft Dynamics 365 Team Licenses explained
Flexible licensing is one of the strong features that makes Dynamics 365 such a compelling CRM choice. A Plan license allows access to everything under the sun! An App license gives access to a particular function set such as Sales, Service, Marketing, Projects and Field Service. There is a third level of licensing, which we…
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Dynamics 365 for marketing: creating a segment
Once you have your Dynamics 365 for Marketing trial set up then the next thing you will want to do is to start creating some segments of contacts to work with. In this blog we will take a look at how to create a segment in Dynamics 365 for Marketing as well as some of…
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What are leads in Dynamics 365?
Actually this is a very common question for people that are new to using Dynamics 365. When customers are first introduced to Dynamics 365 they often need guidance on the difference between leads and opportunities and how they both fit into the overall sales process. Furthermore what’s the difference between a lead and a contact…
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