All Articles Videos Podcasts

Microsoft Dynamics 365 Customer Engagement: Latest updates

Explore the realm of customer engagement with our curated collection of Microsoft Dynamics 365 Customer Engagement blogs. Stay informed about the latest insights, strategies, and best practices to enhance customer relationships and drive business success.

Retrieve and Validate Field Associated Workflows in Dynamics 365/Dataverse

Workflows (also known as processes) in Dynamics 365 automate business logic such as approvals, field updates, or triggering other workflow act...

26 days ago

Microsoft Dynamics 365 Customer Experience Analyst : Create and edit goals

In Dynamics 365 Sales, goals are used to track and measure performance against defined business objectives, helping sales teams stay aligned w...

27 days ago

Microsoft Dynamics 365 Customer Experience Analyst : Configure the lead qualification experience

A lead in business, especially in sales and marketing, refers to a potential customer who has shown interest in a company’s product or service...

1 month ago

Dynamics 365 WhatsApp Integration: Trigger vs Segment Customer Journeys – Explained!

Pop quiz! You get two messages: 📩 A generic promo email you might read later 💬 A WhatsApp message that lands right after you b...

4 months ago

Retrieving Dynamics 365 Data Using SQL in Plugin: TDS Endpoint

In Dynamics 365, the TDS (Tabular Data Stream) endpoint allows developers to query Dataverse data using SQL-like commands. For example, suppos...

7 months ago

Dynamics 365 Business Central: How to save reports directly to OneDrive via AL (Graph API) – Manual and Automatic

Hi, Readers.We discussed Dynamics 365 Business Central: How to import/read files from OneDrive to Business Central via AL (Graph API) and Dyna...

9 months ago

Discover the Latest 2024 Updates to Dynamics 365 Lead Qualification

In the latest Dynamics 365 2024 release wave 2 plan, Microsoft has improved the Lead Qualification Process, enabling administrators to customi...

11 months ago

Understanding the Different Types of Relationships in Microsoft CRM

Microsoft CRM (Customer Relationship Management) is a robust tool that businesses can leverage to manage their relationships with customers, p...

1 year ago

Connect Dynamics 365 to XERO, MYOB, or QuickBooks

Many businesses today are looking to connect their CRM software with accounting tools to improve data synchronization and management. If you&#...

2 years ago

Webinar: Optimize Field Service operations with scheduled appointments, optimized routes, real-time overlays, and more within Microsoft Dynamics 365 CRM

“Yes, I’ll postpone it to Wednesday, the 20th, and keep Nigel updated too”, Josh speaks into his phone while making a few clicks on his...

2 years ago

Previous Next

Microsoft Dynamics 365 Customer Engagement: Latest updates

Sidebar