At enCloud9, we like to spotlight powerful features in Dynamics 365 that don’t always get the attention they deserve—like Kanban Boards. This visual tool lets users manage Opportunities and Activities through an intuitive drag-and-drop interface, making pipeline...
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...
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...
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...
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...
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...
