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 [...]
Dynamics 365 for Time Travel: The Data Export Service and SQL Temporal Tables
Kudos to Microsoft for adding the Data Export Service replication service to Dynamics 365 Online and using the common SQL database for its source. The service has the potential to [...]
Guest Post: How to Create a Lead for Every ClickDimensions Posted Form
Thank you to Megan Walker, Microsoft MVP, for this guest post! I've loved ClickDimensions for a long time, at least 10 years. I've used it as a Marketing Manager and [...]
Dynamics 101: The Core Records – Leads, Contacts and Accounts
At its most basic level, Dynamics Customer Engagement (also known as Dynamics CE) is a tool that allows you to maintain a virtual Rolodex – it's a central location where [...]
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