CRM News: What’s New in Dynamics 365 Sales
It's time again for some Microsoft Dynamics updates. The 2020 release wave 2 for Microsoft's CRM system further enables sellers to cater to buyers' increasing preference for a smooth and [...]
Account-Based Marketing: Building Simple Reports of ClickDimensions Emails with Power Automate
Recently, I was asked by a ClickDimensions customer if there was a way to view all email activities from contacts that belong to an account. Initially, I thought, "No problem! [...]
CRM News: Microsoft Inspire 2020 Wrap-Up
Microsoft Inspire was a little different this year. While we couldn't all be together in-person at Microsoft's major yearly partner event, that didn't stop them from putting on a fantastic [...]
Budgeting and the Microsoft Dynamics Campaign Entity
The campaign entity in Dynamics 365 is a practical and versatile entity to use when keeping track of your marketing efforts, as I outlined in an earlier blog post. One [...]
CRM News: Getting the Most Out of the Dynamics Campaign Entity
Understanding the return on investment for a given marketing effort is a critical part of marketing today. To understand what our ROI is for a particular campaign or set of [...]
How to Send a ClickDimensions Email with Data from Any Entity
So now that we've looked at how to send ClickDimensions emails using Flow, our next step is to send an email containing data from any record in Dynamics. They said it couldn't be [...]
CRM News: Marketing Lists vs. Views – What Are They and When to Use Each
If you have spent any time in Microsoft Dynamics, you know it's a powerful piece of technology with vast capabilities. And it can sometimes feel like you're just scratching the [...]
How to Send ClickDimensions Emails with Power Automate
Have you heard the news? Microsoft has rebranded their powerful automation tool from Flow to Power Automate. What better way to celebrate than with a new blog post? In this [...]
CRM News: 3 Reflections on User Group Summit North America 2019
The annual North American gathering of Microsoft Business Applications Platform users and partners alike has concluded for another year. User Group Summit North America 2019 was the biggest such event [...]
Implementing an Email Send Calendar View in Microsoft Dynamics
With the addition of Unified Interface to Dynamics 365 comes some exciting new features. Among these updates is the new calendar control. Calendar control allows you to view a set [...]