What’s new and upcoming in Dynamics 365 Sales?
The 2022 release wave 2 plan covers all new functionalities planned to be released from October 2022 to March 2023. We will give you a rundown of a few of ...
Forgotten Features of Dynamics 365 – Part 6 -Boost Reliability in Dynamics 365 Sales with Quoting
While many companies use Dynamics 365 to track leads, opportunities, and contacts, many still create quotes in Excel spreadsheets. This blog aims to demonstrate why your company should create quotes ...
Forgotten Features of Dynamics 365 -Part 5 – Take Your Business to Another Level with Territory Management in Dynamics 365
One of the most overlooked yet powerful features of Dynamics 365 CE is Territory Management. Territory Management is available in Sales, Customer Service, Field Service, Project service Automation, and Marketing ...
New Sequence Designer in Dynamics 365 Sales is now available for early access!
As part of the 2022 Release Wave 2, Microsoft has announced the launch of a new version of sequence designer. The new sequence designer will be made generally available in ...
Forgotten Features of Dynamics 365 – Part 4 -Keep Your Data Clean with Duplicate Detection in Dynamics 365
Duplicate records in Dynamics 365 can be an annoyance. Not only do duplicates lead to wasted time (wasted phone calls, wasted emails, and wasted messages) but ultimately Sales and Marketing ...
Forgotten features of Dynamics 365 – Part 3 -Dynamics 365 App for Outlook Basics
Peanut butter and jelly, cookies and milk, grilled cheese and tomato soup - some things are good alone, but when combined with something else, are outstanding. That is how Dynamics ...
Forgotten Features of Dynamics 365 – Part 2 -Kanban Boards – a Forgotten Feature?
At enCloud9, we have been writing about forgotten features in Dynamics 365. In this second part of our series on forgotten features in Dynamics 365, we discuss Kanban Boards. Kanban ...
Forgotten Features of Dynamics 365 – Part 1- How Dynamics 365 Goals Help Organizations Stay on Target
It is important in life to have goals - whether they are financial, physical, or business goals. Goals supply us with a visual and strategic target to reach. Goals also ...
Recovering from a Failed CRM
What to do when CRM just is not working out There are many signs that you have a failed CRM. It might happen upon Go-Live or it might take months ...
