Tag: D365

The old way of introducing a new product? Emails, spreadsheets, and lots of waiting. In Episode 6 of Not Your Grandfather’s CRM, we share how we helped a client move their product setup process from a manual bottleneck to a streamlined, automated workflow using Microsoft Power Apps. In this process… Operations initiates a product change...

If your team feels out of sync, you’re not alone. Many businesses face the same issue—systems that don’t connect, data scattered across apps, and processes that break down between departments. This creates confusion, delays, and lost opportunities. Dynamics 365 is the cure for team chaos, offering one connected platform where your people, data, and workflows...

As Microsoft gradually shifts from Bing Maps to Azure Maps, Dynamics 365 CRM is seeing a significant upgrade in its location intelligence capabilities. Azure Maps brings advanced mapping, geospatial visualization, and analytical features that enhance user experiences across sales, service, and field operations. If you’re using Dynamics 365 CRM and exploring how location intelligence can...

If you’re using Dynamics 365 Sales every day, you’ve probably become familiar with entering activities, managing leads, and tracking opportunities. But one of the most underutilized tools in the platform is also one of the most powerful, the dashboard. Dashboards in Dynamics 365 Sales are more than just a collection of charts and numbers. They...

  5 Ways to Increase Salesperson CRM Adoption There are lots of great reasons to get CRM, but the only way your business will see the benefits of your new system is if your team actually uses it. After all, if your salespeople won’t use CRM, then what good is it? That means you need to...

Microsoft’s Outbound Marketing is officially retiring on June 30, 2025, making now the time to shift your marketing efforts to Dynamics 365 Customer Insights – Journeys. While converting might seem intimidating, it provides an excellent opportunity to elevate your customer experiences, streamline your processes, and boost your marketing effectiveness. Here are five critical considerations to...

Introduction Most sales forecasts fail because they rely on outdated inputs. Reps manually update deal stages based on gut feeling. Managers review pipeline snapshots that are already stale. Leadership makes critical decisions without visibility into real buyer behavior. This gap between what’s in the CRM and what’s actually happening in the deal cycle leads to...

Your CRM user experience is about to touch newer heights — get ready to master Dynamics 365 CRM like never before!  Microsoft Dynamics 365, also known as D365, stands out as a popular tool used by organizations of all sizes to achieve growth through the efficient management of their operations. Since its introduction in 2005,...

Tired of missing follow-ups, losing track of tasks, or chasing team updates in Dynamics 365 CRM? You’re not alone. Many CRM users face the same issues every day—but there’s a smart fix. Meet Alerts4Dynamics – a productivity-boosting app that delivers timely, rule-based alerts and reminders right inside your Dynamics 365 CRM. Let’s break it down...

Unlocking the full potential of your CRM data is essential for making data-driven decisions. With Dynamics 365 and Power BI, you can transform raw data into interactive visualizations and dashboards that provide real-time insights. In our latest video, Brian Begley from enCloud9 takes you through the process of how to create Power BI dashboards within...