Forgotten Features of Dynamics 365 - enCloud9

Forgotten Features of Dynamics 365 – Part 1- How Dynamics 365 Goals Help Organizations Stay on Target

Jan 15, 2025 | Dynamics 365 Sales, Forgotten Features of Dynamics 365

This blog was originally published in July 2022 and has been rewritten to reflect the latest enhancements to Dynamics 365 Goals, ensuring the most up-to-date insights and best practices. Setting and monitoring goals are fundamental practices for organizations aiming...

Forgotten Features of Dynamics 365 – Part 6 -Boost Reliability with Dynamics 365 Sales Quoting

Sep 5, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365

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 in Dynamics 365. This blog is part 6 in our series about forgotten...

Forgotten Features of Dynamics 365 -Part 5 – Take Your Business to Another Level with Territory Management in Dynamics 365

Aug 17, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365, Microsoft 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. This blog is part 5 of our series on Forgotten Features...

New Sequence Designer in Dynamics 365 Sales Available

Aug 10, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365

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 October 2022, but early access is now available. Features of the New Sequence Designer The new...

Forgotten features of Dynamics 365 – Part 3 -Dynamics 365 App for Outlook Basics

Jul 20, 2022 | Forgotten Features of Dynamics 365

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 365 and Outlook are. Dynamics 365 and Outlook work seamlessly together to make it...

Forgotten Features of Dynamics 365 – Part 2 -Kanban Boards

Jul 12, 2022 | 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 is not...