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Are you empowering your sales team to drive personal engagement? Learn more about Dynamics 365 Customer Engagement.
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22:33CRM Horror Stories: A Dynamics 365 CE Cautionary Tale of Customization & Poor Partnership
Empower End-Users, Customers and Vendors with Self-Service Reporting
Discover the transformative power of connecting your ERP platform to Microsoft Power BI and Dynamics 365 CE for seamless self-service reporting. Elevate customer service by providing quick access to f
0:50How does Field Service Connect with Sales & Customer Service
Discover the power of seamless data integration in our latest video. Learn how to connect your customer service and sales applications, ensuring that all your data resides on the same table. With our
5:52Analyzing Business Process Stages in Dynamics 365: Capturing Duration and Driving Insights
In this video, we explore the challenge of analyzing business processes within customer engagement applications, such as sales, customer service, or field service. We focus on business process flows (
5:25Powering Data Analysis: Power BI Integration with Dynamics 365 Customer Engagement Apps
Discover how Power BI can revolutionize data analysis in model-driven customer engagement apps such as sales, customer service, and field service. In this video, we explore various alternatives for in
9:02Compare File Storage Options in Dynamics 365
Learn how to effectively attach files and manage documents in the customer engagement app with these three options. In this video, we explore the process of creating notes and attaching files, using S
4:15Streamlining your workflow with email engagement and Bing maps in Dynamics 365
In this video, we will explore how to enable email engagement in the sales insight settings. This feature is a toggle for administrators that allows users to create a record from the timeline in a sep
4:03Streamline Your Product Management with Enhanced Features in Dynamics 365
In this video, we explore the product menu settings available to administrators in the application. The first setting discussed is the enhanced experience for adding products to opportunities, quotes,
3:48Master Advanced Find with the Modern Interface in Dynamics 365
In this video, we explore the modern advanced find feature in the application, which replaces the legacy advanced find. The legacy advanced find is accessed through a funnel icon in the application, w
1:17Never Miss a Beat with Insight Cards in Dynamics 365
In this video, the speaker discusses two features in Microsoft Dynamics 365: Insight Cards and Modern Advanced Find. Insight Cards provide reminders for users and can be easily turned on and off. M
4:49Effortlessly Collaborate with Teams Integration in Dynamics 365 Customer Engagement
In this video, we discuss the integration of Microsoft Teams with Dynamics 365 customer engagement. With this integration, users can work from within a record in Dynamics 365 or from the Teams perspec
Modernizing ERP and CRM Improves Efficiency of Sales and Customer Service
When a company is acquired, the IT team sometimes finds itself compelled to migrate the business applications to a new infrastructure environment.