CRM News: Microsoft Dynamics 365 and Teams Become More Integrated

For those of you in the Northern Hemisphere, spring has sprung and along with the blooming flowers comes an abundance of new features for Microsoft Dynamics 365 Sales. Features including [...]

10 CRM Experts Share Their Quick Tips for Becoming a Microsoft Dynamics Superuser

Microsoft Dynamics 365 is a powerful solution that can help organizations achieve many of their critical business goals. However, as with most technology, what users get out of a platform [...]

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! [...]

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 [...]

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