by Kristin Caniglia | Aug 19, 2021 | Dynamics 365 Fundamentals, Microsoft, Microsoft Dynamics 365
What is Dynamics 365? Most businesses only dream of having a single solution that addresses CRM and ERP capabilities. Microsoft Dynamics 365 is a cloud based CRM and ERP solution that offers a full suite of tools to streamline business. Dynamics 365 consists of many...
by Kristin Caniglia | Jul 28, 2021 | Dynamics 365 Fundamentals, Microsoft Dynamics 365
A CRM Glossary WHAT IS A BUSINESS’ MOST IMPORTANT ASSET? Ponder that question and you may come up with a plethora of answers. But the bottom line is that… customers are the heart of any business. Without customers, a business simply wouldn’t exist. Next question, how...
by Kristin Caniglia | Jun 10, 2021 | Marketing, Microsoft Dynamics 365, Social Media
One of the benefits of using ClickDimensions Social Marketing is its tight integration with Dynamics 365 and ClickDImensions. Using ClickDimensions Social marketing, companies manage their social posting across multiple social networks, review clicks and other...
by Kristin Caniglia | Apr 20, 2021 | How to, Microsoft Dynamics 365
In this culminating portion of our blog series on views, charts, and dashboards, we will discuss how to share them with others in your organization. You might be asking yourself why you would want to share them with others. How will others benefit from this? The...
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...
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...
