Marketing

Creating Leads in Dynamics 365 Using Microsoft Flow

Microsoft Flow is a tool that can create automated processes across many applications such as Twitter, SharePoint, Outlook and Dynamics 365. It can help automate processes in ways not possible before in previous versions of CRM. All of this can be done without the use of a developer, which saves time and money. This article will focus on the steps to configure MS Flow to automate Lead creation in CRM from an external website. Previously, if you wanted a visitor filling out contact information on your website to automatically be created as a Lead in Dynamics, you would have [...]

By | 2018-08-02T15:17:49+00:00 August 1st, 2018|Uncategorized|0 Comments

3 Mistakes You Can (And Must) Avoid for a Successful Marketing Automation Deployment

CRM Marketing automation tools are all the rage these days.  As organizations become more digitally focused, you may feel like you are being left behind if you don't have a cutting-edge Marketing Automation tool.  Don't get me wrong, they can be powerful tools that are capable of helping transform your business through increased relevance in today's digital economy.  However, when selecting and implementing one of these solutions, you have to make sure you are prepared.  Like any software implementation, the proper strategy and planning are the most critical aspects in ensuring success.  Without these, there's a good chance you [...]

By | 2018-02-23T20:37:47+00:00 October 4th, 2017|Uncategorized|0 Comments