by Kristin Caniglia | Jul 28, 2022 | Dynamics 365 Fundamentals
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 teams could potentially end up pursuing the same deals. But with Duplicate...
by Kristin Caniglia | Jul 12, 2022 | Dynamics 365 Fundamentals, Dynamics 365 Sales, Forgotten Features of Dynamics 365
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 Boards are not really a forgotten feature, but maybe more of a feature that...
by Kristin Caniglia | Jul 5, 2022 | Dynamics 365 Fundamentals, Dynamics 365 Sales, Forgotten Features of Dynamics 365
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 motivate us to meet and to exceed our expectations. Before a goal is met, we can review our...
by Kristin Caniglia | May 17, 2022 | Digital Transformation, Dynamics 365 implementation, Microsoft Dynamics 365
Our ten years of experience of consulting with companies and implementing Dynamics 365 have shown that there are six keys to a successful CRM implementation. 6 Keys to a successful CRM implementation Choose your ChampionMake a planStart – Get started ASAPExplore...
by Kristin Caniglia | May 3, 2022 | Dynamics 365 implementation
What are project milestones? Project milestones are checkpoints that highlight the successful completion of major tasks or events within your project. Why are project milestones helpful? There are many reasons project milestones are important. Project milestones help:...
