Tag: Tips

Powerful updates for Dynamics 365 Marketing are upon us with wave 1, and now wave 2 is right around the corner. A summary of features include: reusable content blocks for quick email creation, ability to continue customer conversations by taking action on SMS replies, multiple journey branches for more personalized variations, and new channel analytics...

Field service management software is becoming much more commonplace, as a diverse array of solutions hit the market from the likes of Microsoft Dynamics field service, Salesforce and others.  Field service operations teams are starting to consider how they can integrate these tools into their everyday business routine whether it is to get real time...

Custom apps are apps designed to meet the business needs of the organization. If you think building custom apps is only for companies with big budgets or IT teams, think again With the rise of low-code and no-code development platforms like Canvas Apps, small and medium-sized organizations can address unique challenges and become more efficient...

The Dynamics 365 – SharePoint integration is a very popular one. It does come with its own problems, namely regarding permissions and SharePoint Document Library Limits, but these can be overcome, as we will see further down. But why is this integration so popular in the first place? Storing documents outside of Microsoft Dynamics makes...

Businesses with on-field sales teams would understand the struggle of handling on-field sales teams. It is challenging to get clarity on their performance and work. Calling each other for minor updates is a tedious and frustrating task for both sales reps and managers. There are tools on the market that can help one manage teams...

The Dynamics 365 & Power Platform new releases are here, and they bring new innovations that provide you with significant capabilities to transform your business. Microsoft’s latest 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,...

As expressed by many and experienced by millions over the years, it has been established that human beings, majorly, are social beings that are dependent on each other and nature for their survival, lifestyle, health, and more! The rain that blooms the barren lands can also be responsible for ripping them off any soil cover...

Most businesses have partners with whom they take major business decisions, invest together, build strategies, etc. To do all this smoothly, one must communicate properly and efficiently. Misunderstandings can ruin the strategy or the bond between partners, ultimately affecting the business. Dynamics 365 partner portal is an incredible solution that helps businesses achieve neat communication...

Field service management has long been dominated by paper-based processes. Outdated, wasteful, and environmentally unfriendly, it’s time to kick the habit. Cloud-based technology seems to offer benefits, but what about areas where there’s no Wi-Fi or where cellular signal is spotty or almost nonexistent? The answer might just be offline mobile apps for field service...

Discover how to deploy Dynamics 365 Sales and Marketing with confidence with JourneyTEAM’s Sherpa Program, our proven quick-started guided implementation process. JourneyTEAM also offers Sherpa programs in implementing Dynamics 365 Business Central and Power Apps. Just as a Sherpas empower climbers to summit Mount Everest, JourneyTEAM does the same with organizations looking to implement Microsoft Dynamics...