Tag: Microsoft Dynamics

If you’re managing sales, support, or operations using Dynamics 365 CRM, you’ve likely run into this question: “How can I export and email my reports or CRM views automatically?” Maybe your manager needs a weekly sales report. Or you want to share a list of open cases with the support team. But each time, you...

At New Dynamic, we help clients stay ahead of platform changes not just by adapting, but by using technology to improve how they engage with customers. With Microsoft Dynamics 365 Marketing officially shifting away from Outbound, Real-Time Journeys are no longer just a new feature, they are the future of campaign automation. Real-Time Journeys offer...

Managing a REIT (Real Estate Investment Trust) requires a strategic approach to asset performance, tenant engagement, maintenance, and compliance. Without a powerful CRM for REIT asset management, inefficiencies, missed revenue, and risk exposure can increase — especially across diverse property types and large tenant bases. That’s where Microsoft Dynamics 365 CRM and Field Service come...

Welcome to our Canvas Apps in Action series—a curated list of Inogic’s most recent tips and tutorials on transforming the way you build, test, and scale Power Apps. From automated testing to reusable logic, we’ll show you how to build apps faster, smarter, and with less code. Here are 4 recent posts that unlock new...

Today we’re going over some more CRM terms that every beginner needs to know. Last time, we covered Leads, Opportunities, Cases, Grids, and Business Process Flows. This time, we’ll cover Dashboards, Entities, Fields, Grids, and Labels. If you haven’t gotten your FREE copy of our CRM Buzzwords, Terms, and Definitions page, you can get it here. Dashboards Dashboards display on a single...

Using Dynamics 365 CRM should feel like productivity, not paperwork. But for most users, it’s the opposite. You open a record. Click. Scroll. Update. Click again. Repeat. You’re either jumping between endless tabs to check record status or squinting at flat views, trying to make sense of how contacts, accounts, and deals are even connected....

If your marketing team uses HubSpot while your sales team relies on Microsoft Dynamics 365 Sales, you’re not alone. Many growing organizations use both platforms to manage different parts of their customer journey. But without a seamless integration, you risk siloed data, broken handoffs, and missed opportunities. HubSpot Dynamics 365 Integration Solves the Sales-Marketing Disconnect At enCloud9, we offer...

Order management is one of the most complex processes in any business, especially when multiple departments and customer touchpoints are involved. In our latest episode of Not Your Grandfather’s CRM, we highlight how one printing company used Microsoft Power Apps with custom automation to simplify a process that involves: Sales entry and contact preferences Accounting...

Struggling to Get Your Team to Actually Use Dynamics 365 CRM? Are your users logging in but not really using CRM? Do you find it hard to see who’s engaging with what — or who’s not engaging at all? Are important features of Dynamics 365 going unnoticed or underused? Does your CRM feel more like...

Microsoft is taking Dynamics 365 to the next level with the introduction of AI-powered CRM agents Customer Intent Agent and Sales Chat Agent designed to enhance service delivery and modernize sales operations. Currently in Public Preview, these agents offer developers and solution architects an exciting opportunity to test and tailor AI-driven enhancements within the Dynamics...