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Dynamics 365's Intelligent Integration with LinkedIn

Microsoft's acquisition of LinkedIn was yet another innovative move towards building a world of intelligent business applications; and even more exciting was the ready-to-use integration with Dynamics 365.

Edidiong Odiong by Edidiong Odiong

Avoiding Duplicates with the D365 / CRM Outlook Add-On

When using Outlook with CRM, uesrs often find themselfs with many duplicate contact records. There are a few ways a user can leverage the sync filters to only have the records desired, but planning and standards should be set to ensure data will stay correctly sync’d. By following a few simple rules of thumb, duplicate records can be avoided and make the Outlook sync a better expirence for all. 

Salvatore Montini by Salvatore Montini

No-Code Configurations for Dynamics CRM – Part 2

This is the second article on how you can configure Dynamics CRM without writing code. In Part 1, I described the configuration options with System and Custom entities, as well as explaining how to use Business Rules. In this article, I will describe how you can configure Dynamics CRM using Workflows and Dialog, Business Process Flows, and Dashboards/Reports.

John Adali by John Adali

Preparing for Dynamics 365

Dynamics 365 includes many new features, but it also deprecates some older features as well. In order to be prepared for your upgrade to Dynamics 365, it's important to identify what's changing, how it these changes will affect you, and what you can do to prepare.

Dan Fink by Dan Fink

Dynamics 365 Use Rights Breakdown

The Team Member and Business Application subscriptions available with Dynamics 365 are an excellent way to reduce licensing costs by ensuring you're paying for only the functionality that users require. To make this easier, a full table of the detailed use rights is available here for review.

Dan Fink by Dan Fink

Dynamics 365 Pricing Calculator

The licensing for Dynamics 365 can include many different Business Applications, Subscription Types, and pricing tiers. Hopefully this calculator can help break down the differences between the applications, tiers, and plans for Dynamics 365. Take a look at Dynamics 365 Licensing Made Simple for more details on the components which make up Dynamics 365, and Use Rights Breakdown for details the scope of use rights in Dynamics 365.

Dan Fink by Dan Fink

Dynamics 365 Licensing Made Simple

The Business Applications, Plans, Subscription Types, and features of Dynamics 365 can be a bit confusing. Here is a helpful breakdown of Dynamics 365 which lends to a better understanding of the new licensing model. Take a look at the Dynamics 365 Pricing Calculator for more details.

Dan Fink by Dan Fink

VIDEO: CRM Project Service Automation

Learn how Dynamics CRM Project Service Automation manages resources, project plans, budgets, and expenses, using Field Services predictive machine learning to schedule and disperse equipment and resources.

Dan Fink by Dan Fink

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