Dynamics 365 & Power Apps

Yes, in August 2024, Microsoft announced that the Outbound Marketing module in Microsoft Customer Insights – Journeys is being removed to make space for an improved marketing functionality in the guise of Real-time Marketing. Outbound Marketing module users have two options:

1. Move fully over to Microsoft Customer Insights Journeys
2. Switch to Click marketing software.

Read our guidance on this matter: A guide to transitioning from Outbound Marketing to Real-time Marketing in Microsoft Customer Insights Journeys.

Data security and protecting your customer data is critical for any business. To safeguard your customer data, you can implement actions and processes to monitor data exports from your Dynamics 365 CRM. However, Dynamics 365 users can find controlling Excel export permissions tricky using the “Export to Excel” function, as it’s too blunt for everyday operations and impractical for some business roles. However, gaining visibility and control over Excel exports with a simple Excel Tracker tool App is possible. Rocket CRM’s Excel Tracker provides valuable insights on data exports, showing details such as who, when, and how many records were exported. This tool enables you to protect your customer data. Discover more about the Excel Tracker tool.

There are two major releases each year, which happen automatically, with nothing needing to be actioned by users. These updates offer new features, innovations and development designed to improve the user experience. We recently wrote about the 2022 Release Wave 1 from Microsoft, and those changes have not begun to be released to the general public. There are also weekly updates to ensure users have the best possible experience. Read the latest update on Dynamics 365 release wave 2024.

Yes, the unified interface is a responsive design so that regardless if you are viewing it on a desktop, mobile or tablet, it is a tidy and seamless experience regardless of the type, size or orientation. Speak to us for a free 30-minute consultation.

Yes, Microsoft Dynamics 365 is highly customizable, meaning it can be configured to meet your business’s unique needs. Unlike other custom-built CRMs, build time and implementation can be quicker and therefore lower cost. The flexibility of the Power Platform, on which Dynamics 365 is built, is powerful enough to deliver a whole host of solutions and features. A CRM can be simple or as complex as a business requires. More questions? Speak to a Dynamics 365 expert.

Microsoft Dynamics 365 is a cloud-based CRM system offering CE (customer engagement) functionality, including sales, marketing, and service modules. These modules can be used alone and seamlessly integrate integrated and other Microsoft products. The Microsoft Dynamics 365 ecosystems also include broader ERP applications too. Discover more about Dynamics 365.

Power Apps is an application built on the Azure cloud server, which is used to create data forms and apps with low or no code. Microsoft Power Platform is the collective term for a range of products, that includes Power Apps, as well as Power BI and Power Automate. All of these are fed and connected through a common data service (known as the Dataverse). It’s this integrated and unified data management that makes it super powerful and subsequently puts businesses in the driving seat when it comes to managing, analyzing, and leveraging their data across the organization. Discover more about the magic of Microsoft Power Apps.

In recent years, it has become possible to access Dynamics 365 integrations via GMail Google Chrome extension. This extension enables users to track email replies and attachments into Dynamics 365. Use, sort and organize and create new CRM activities without leaving Gmail. Synchronize Dynamics 365 CRM calendar with Google Calendar, amongst any other features and benefits. More questions? Speak to a Dynamics 365 specialist.

It is surprisingly easy for a business to get up and running with Dynamics 365. Despite being a custom-built solution, its low-code architecture enables us to build your platform specific to your business needs in a relatively short period compared to other custom-built CRM solutions. Every business is different and larger organisations with more complex needs will require more time to get set up and go live with their Dynamics 365 CRM, but it is possible to have a business up and running within six weeks of sign-off of the proof of concept. Speak to us about your specific needs and gain more detail on implementation timescales. Speak to us about your  CRM project.