I discovered a new feature in Dynamics 365 for Sales–native click-to-dial functionality. Click-to-dial is an oft-requested feature among sales users, more so among the customer service users. For this blog,…
If you’re not familiar with it, Microsoft Power Automate (formerly Flow) is a simple, powerful tool for creating automated workflows between apps and services, creating notifications, synchronizing files, building…
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…
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…
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…