by Kristin Caniglia | Sep 5, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365, sales
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...
by Kristin Caniglia | 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...
by Kristin Caniglia | 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...
by Brian Begley | 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...
by Kristin Caniglia | 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...
by Kristin Caniglia | Jul 5, 2022 | Dynamics 365 Sales, Forgotten Features of Dynamics 365
It is important in life to have goals – whether they are financial, physical, or business goals. Goals supply us with a visual and strategic target to reach. Goals also motivate us to meet and to exceed our expectations. Before a goal is met, we can review our...
