Tag: D365

  Every month, enCloud9 chooses one topic from the Power Platform/Dynamics 365 universe and focuses their blogging on that topic. Last month, our topic was Forgotten Features of Dynamics 365. Since there are so many underutilized features in Dynamics 365 that people tend to forget about, we will continue topic for August. Here are snippets...

What gives more visualization while designing the next month’s marketing campaign: A long list of CRM records or the CRM records plotted on a map? While planning strategies, it is important to visualize the data, especially with businesses where the location affects sales numbers. Obviously, the data list lacks clarity on the good or bad...

Dynamics 365 Remote Assist One Time Call: The best all-around Mixed Reality to achieve more effective remote collaboration One of the newer applications in Dynamics 365, is One Time Call. This application allows unlicensed remote participants to take part in real-time video calls via Mixed Reality. Whether your goal is to better communicate with customers,...

As you might imagine, we follow business processes here at P2 Automation.  Some of those processes include the generation of documents that we create using Microsoft Word.  Each document starts from a template in our CRM system, they include multiple fields, they have a naming convention, and a “home” on SharePoint.  We wanted to streamline...

In today’s age, connecting people is the need of the hour. Whether it be for business organizations or educational institutes, or any other vertical, collaboration is a must. And Microsoft Teams is right at the heart of doing just that. Launched in 2017, it had to compete with already established slack. But over the years,...

  With the versatility of Dynamics 365, there cannot be just one portal for all as different industries have different requirements, and to fulfill them, we need a tailored solution. Thus, the Dynamics 365 portal has various types of portals to offer operations for different industries. Every portal has its unique feature and purpose. You...

The Dynamics 365 & Power Platform new releases are here, and they bring new innovations that provide you with significant capabilities to transform your business. The Dynamics 365 release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Intelligent Order Management, Project Operations, Human...

Manufacturers have been integrating the strategic application of technology and automated processes into their business models for several years. Yet, as manufacturing organizations continue to develop, digital transformation initiatives have infiltrated the industry. Grasping the impact digital transformation has had on the manufacturing industry so far – and the probable impact it will continue to...

We’re here to help YOU succeed with your on-premise to cloud upgrade. Dedicated to performing Cloud upgrades for Microsoft Dynamics CRM (on-premise) to the Dynamics 365 Cloud, our ‘Top” CRM Cloud Upgrade team at Endeavour has been named to the Most Promising MS Solution Providers list for 2022 via CIO Review Magazine.  Read to learn...

A Preferred App on Microsoft AppSource – Map My Relationships is a productivity control that provides a Mind Map view of Dynamics 365 CRM data on a form. It helps users to visualize connections and relationships between Entities or related records in a single view. But how does it help you? Let’s find out from...