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Microsoft Dynamics 365 Team Licenses explained

By Iain Wicks - 25th April 2019

Note: There are important changes to Team member licenses taking place in April 2020. See our update here April 2019 Updated Blog: Flexible licensing is one of the strong features that makes Dynamics 365 such a compelling CRM choice. For those users that need it, a Plan license allows full access to pretty much everything…

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User Adoption Tool-tip: Interactive Tag Charts

By Iain Wicks - 18th March 2019

What is a tag chart One of my favourite features of the new Unified Interface for Dynamics 365 is tag charts. Interactive tag charts have been around for a while, but you may not have heard of them until now, as they previously only appeared in the Interactive Service Hub. The Tag chart is an…

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Interactive Dashboards Visual Filters

Interactive Dashboards inside Dynamics 365 Unified Interface

By Iain Wicks - 22nd February 2019

Dynamics 365 Interactive dashboards are now available for pretty much all record types in the Dynamics Unified Interface. If you’re used to the standard “classic” Dynamics dashboards, then you may be wondering what is an interactive dashboard. Well, I’m glad you asked because they are simple to create and are even simpler to use. A…

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Two String men arm wrestling

Dynamics 365 for Marketing vs ClickDimensions (part 2)

By Iain Wicks - 11th January 2019

  This is the second part of a two-part post comparing the user experience of Microsoft Dynamics 365 for Marketing versus ClickDimensions in a basic functional area. In part-one we went through the experience of creating an email template with Dynamics 365 for Marketing. ClickDimensions The ClickDimensions experience is as follows; The first step is…

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ClickD vs D365 for Marketing Announcement

Dynamics 365 for Marketing vs ClickDimensions (part 1)

By Iain Wicks - 11th January 2019

Introduction For users of Microsoft Dynamics the obvious choice for digital marketing has, for years, been to use ClickDimensions. This is due to the fact that ClickDimensions is entirely designed and built around Dynamics 365 and it sits, natively, right within the Dynamics interface. In spring 2018 Microsoft  launched their own marketing product suite to…

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Microsoft Project Online and Dynamics 365 PSA

By Kyle Mckie - 7th January 2019

At Ignite in September, Microsoft had various talks about the roadmap for Microsoft Project and Dynamics 365 Project Service Automation but one of the things they announced that seems to have flown under the radar a bit is the unification of the Microsoft Project and Dynamics 365 Project Service Automation platforms. If you didn’t see…

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D365 Colour Run

Dynamics 365 for Marketing: How to create an Event (part 3) – Passes, Registrations and Feedback

By Iain Wicks - 19th September 2018

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 Event Audience

Dynamics 365 for Marketing: How to create an Event (part 2) – Sessions, Tracks, Speakers and Sponsors

By Iain Wicks - 9th September 2018

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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Event for Dynamics marketing

Dynamics 365 for Marketing: How to create an Event (Part One)

By Iain Wicks - 1st September 2018

  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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Smiling Man behind bar

10 Simple features of Microsoft Dynamics 365 that will help your CX Strategy- Part 2

By Iain Wicks - 1st July 2018

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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