How-To: Create Segments in Dynamics 365 for Marketing

Table of Contents 1 Playbooks in Dynamics 365 for Sales2 Creating a Playbook in Dynamics 3653 Automatic triggering of Playbooks in Dynamics 3654 Conclusion of Playbooks in Dynamics 365 for Sales Contents of the article End of 2018, Microsoft released the Playbook feature for Microsoft Dynamics 365 for Sales. Some of you may know Playbooks in PDF form for sales or ...

How-To: Create segments in Dynamics 365 for Marketing Read More "

The Advanced Condition Builder for Microsoft Flow

Table of Contents 1 The extended Condition Builder in Microsoft Flow2 Peek Code in Microsoft Flow3 Conclusion - Condition Builder in Microsoft Flow Contents of the article In the past it was necessary to use expressions when multiple conditions were used in Microsoft Flow. Expressions are functions, processes or methods written in a common programming language. In Microsoft ...

The extended Condition Builder for Microsoft Flow Read More "

Increase Your Sales with Cross- and Up-Selling in Microsoft Dynamics 365

Table of Contents 1 What is Cross-Selling? 2 What is Upselling? 3 Creating Product Relationships in Dynamics 365 4 Applying Cross- and Upselling in Dynamics 365 5 Conclusion of Cross-Selling and Upselling in Microsoft Dynamics 365 Contents of the article The majority of people know the terms cross- and upselling from online shipping. Cross- or ...

Sales increase with cross-selling and upselling in Microsoft Dynamics 365 Read More "

Microsoft Dynamics 365 certifications: The new role-based certifications explained

Table of Contents 1 Dynamics 365 for Sales Functional Consultant Associate 2 Dynamics 365 for Marketing Functional Consultant Associate 3 Dynamics 365 for Customer Service Functional Consultant Associate 4 Dynamics 365 for Field Service Functional Consultant Associate 5 Dynamics 365 for Financials Functional Consultant Associate 6 Dynamics 365 for Manufacturing Functional Consultant Associate 7 Dynamics ...

Microsoft Dynamics 365 certifications: The new role-based certifications explained Read More "

Audit Compliance with Microsoft SharePoint

Table of Contents 1 Record Center / Repository in SharePoint Online 2 In Place Records in SharePoint Online 3 Combination of the two variants 4 Conclusion All companies are subject to the obligation to archive certain documents for a legally prescribed period in an audit-proof manner. Fortunately, it is no longer necessary to have a huge paper archive in the basement of a company ...

Audit-proof archiving with Microsoft SharePoint Read More "

Tutorial: Activating the Follow function for custom entities

Most users will be familiar with the follow function for records in Dynamics 365. This feature allows you to see all activities of the followed record in your personal activity feed. For example, it is possible to follow a customer and see which support tickets are still open, or have already been resolved without accessing the customer record. For the ...

Tutorial: Activating the follow function for custom entities Read More "