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Easily Create Personal Dashboards in Dynamics 365

Easily Create Personal Dashboards in Dynamics 365

by Kristin Caniglia | Apr 15, 2021 | Dynamics 365 Fundamentals, Microsoft Dynamics 365, Power Apps

This blog is part three of a multi-part series on managing views, charts, and dashboards in Dynamics 365. This blog will cover  easily creating custom dashboards in Dynamics 365. Part one was about creating personal views in Dynamics 365. Part two discussed creating...
How to Create a Personal View in Dynamics 365

How to Create a Personal View in Dynamics 365

by Kristin Caniglia | Apr 5, 2021 | How to, Microsoft Dynamics 365

This blog is part one of a multi-part series on managing views, charts, and dashboards in Dynamics 365. This blog will review the types of views as well as how to create a personal view in Dynamics 365. The next parts will cover creating charts and dashboards as well...
How to create a Contact Us form using Customer Voice

How to create a Contact Us form using Customer Voice

by Brian Begley | Mar 12, 2021 | Customer Voice, Microsoft Dynamics 365, Microsoft Forms Pro

Customer Voice is the Survey tool from Microsoft that is included with your Dynamics 365 licenses. Previously known as Forms Pro, Customer Voice is Microsoft’s Premium version of the Forms application included with Microsoft 365 subscriptions. Recently a user...
Highlights of the 2021 Dynamics 365 Release Wave 1

Highlights of the 2021 Dynamics 365 Release Wave 1

by Kristin Caniglia | Feb 1, 2021 | Microsoft Dynamics 365, News and Updates

The release plan for the 2021 Dynamics 365 release wave 1 brings many new innovations to empower you to transform your business. The release describes all the new features that will be released from April 2021 through September 2021. We are most excited about the new...
The Dynamics 365 Sales Mobile App Helps Salespeople Stay Productive From Anywhere

The Dynamics 365 Sales Mobile App Helps Salespeople Stay Productive From Anywhere

by Kristin Caniglia | Jan 20, 2021 | Dynamics 365 Mobile, Microsoft Dynamics 365, sales

The Dynamics 365 Sales mobile app enables your Sales team to stay productive from wherever they’re working. The key capabilities of the mobile app allow sellers to prepare more thoroughly for customer engagements, log and share information quickly, and easily...
8 Ways Dynamics 365 Helps Build Customer Relationships

8 Ways Dynamics 365 Helps Build Customer Relationships

by Kristin Caniglia | Jan 4, 2021 | Microsoft Dynamics 365

Attracting the attention of buyers today requires more effort than ever before. Businesses must differentiate their business by offering truly personalized buyer experiences that turn prospects into engaged customers. Customer buying decisions are not only based on...
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