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 "
Table of Contents 1 The benefits of Dynamics 365 Mobile2 Mobile applications for Dynamics 3653 Download of mobile Dynamics 365 apps4 Requirements for using mobile Dynamics 365 apps5 Configuration of mobile Dynamics 365 app6 Basic settings of mobile Dynamics 365 app7 Configuration of access for the user8 Modular applications with the Unified Interface9 Security role ...
Table of Contents 1 9 Tips for high user acceptance 1.1 1. involve employees in the introduction of the system 1.2 2. adapt the system to existing wording in the company 1.3 3. design the CRM intuitively 1.4 4. initial data migration to the CRM 1.5 5. training and education 1.6 6. plan ...
9 tips on how to increase the acceptance of a CRM system Read More "
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 "
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 "
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 "
Table of Contents 1 Scrum 2 Scrumban 3 SAFe (Scaled Agile Framework) 4 INKUBIT Development Contents of the article In the age of digitization and innovation, companies are facing great challenges. One of these challenges is customer satisfaction. Due to the increasingly specific market requirements, technical requirements are changing in the market.
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 ...
Table of Contents 1 Creating a Chatbot with Microsoft Power Agents 2 Conclusion of Power Agents Microsoft's answer to the increasingly popular chatbots is called: Power Virtual Agents. In case you don't know what chatbots are, they are the little windows that pop up (usually on the bottom right) on ...
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 "
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