Jul 25, 2024 | Dynamics 365 CRM QuickTips, Dynamics 365 Sales, enCloud9, How to, Microsoft Dynamics 365
In Dynamics 365 CRM, we are all familiar with the core sales entities such as Lead, Account, Contact, and Opportunity. However, one often overlooked but valuable entity is the Competitor record. The Dynamics 365 Competitor record plays a crucial role in tracking...
Jul 20, 2024 | Dataverse, How to, Microsoft Dynamics 365, Power Platform
Accidental deletions are an inevitable part of managing data, and Power Platform finally provides a robust solution to recover from such mishaps – the database recycle bin. The capability to restore deleted table records is a critical feature for administrators,...
Jul 10, 2024 | Microsoft Dynamics 365
Essential Sales Habits for Success Sales is a challenging yet rewarding profession that requires a combination of strategy, psychology, and persistence. To excel, developing habits that enhance your effectiveness is crucial. Here are three habits that can...
Jul 8, 2024 | Microsoft Dynamics 365
In 2022, we published a series highlighting some of the forgotten or underutilized features in Dynamics 365. One of those features was duplicate detection. This blog post has now been rewritten and updated with the latest information. Duplicate records in Dynamics 365...
Jul 3, 2024 | 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 and understanding charts,...
Jun 27, 2024 | Microsoft Dynamics 365
There are many ways that Dynamics 365 helps build strong relationships with customers! Building strong relationships with customers is crucial for fostering loyalty, repeat business, and positive word-of-mouth. Engaged customers provide valuable feedback, are more...
