Read more about the article Create and Update Dynamics 365 Child Records with Microsoft Flow
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Create and Update Dynamics 365 Child Records with Microsoft Flow

  A client in the construction industry wanted to automatically create a new Project record in Dynamics 365 Customer Engagement when a project Quote was approved. They also wanted the…

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Dynamics 365 for Customer Engagement: Sales Enterprise vs. Sales Professional (Updated May 2023)

The Microsoft Dynamics 365 Customer Engagement Enterprise Sales application is a best-in-class application for managing the sales process for small to enterprise-level organizations. At $95/user/month, the Enterprise Sales app is…

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Read more about the article Join Us at the Microsoft Business Applications Summit
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Join Us at the Microsoft Business Applications Summit

The Microsoft Business Applications Summit has quickly turned into one of the premier technical conferences for our platform, Dynamics 365. Several members of our consulting team will be attending the…

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Read more about the article Sales Collaboration Using Microsoft Dynamics 365 and Teams
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Sales Collaboration Using Microsoft Dynamics 365 and Teams

Kudos to whoever is running the Microsoft Teams team. Teams is really taking off. Everyone in the partner community that I’ve talked to that is using it is pumped up…

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Read more about the article How to Add Names to Microsoft Dynamics 365 Marketing Lists by Using Connections
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How to Add Names to Microsoft Dynamics 365 Marketing Lists by Using Connections

Microsoft Dynamics 365 does not allow us to import Marketing List Members directly. If you have existing Contacts or Leads you want to add to a marketing list, follow the…

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Read more about the article Microsoft Dynamics 365 Unified Interface Part 1 – What’s New and What’s Yet To Come
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Microsoft Dynamics 365 Unified Interface Part 1 – What’s New and What’s Yet To Come

I attended Microsoft’s Business Application Summit and was able to catch several great sessions. But one that hit home the most for me was a session on the new Microsoft…

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Read more about the article Getting Started with Microsoft Dynamics 365 Voice of the Customer Surveys
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Getting Started with Microsoft Dynamics 365 Voice of the Customer Surveys

What do customers like best about your goods or services? What percentage are willing to buy from you again? What are critical areas that need to be improved? What are…

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