Training

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

How to add Power BI dashboards to Microsoft Dynamics 365: A Step-by-Step Guide

Microsoft Dynamics 365 already includes a built-in dashboarding feature with acceptable charts, lists and basic drill-down capabilities. By default, the Dashboards page will be the first thing most users see when they log in through the web interface: But these dashboards pale in comparison with the full capabilities and superior aesthetics of Microsoft’s flagship analytics platform, Power BI. The good news is that you can add a fully functioning pre-built Power BI dashboard to Microsoft Dynamics 365 using your own data, and appearing totally seamless as if it had been part of it all along. The even better news [...]

By | 2018-02-21T21:14:53+00:00 October 23rd, 2017|Uncategorized|2 Comments

How Do I Get My Sales Team to Use the CRM System?

After implementing a CRM system, a sales manager realized that her team was not making much use of the tool. The data in the system was outdated and incomplete. She then asked herself : How do I get my sales team to use the CRM system and use it properly? This is a common scenario among businesses that implement a CRM solution. User adoption can make or break the success of a CRM implementation. An effective CRM system should not only be an effective sales management tool, it must also be an effective sales tool. CRM systems should make [...]

By | 2018-02-23T21:08:39+00:00 October 2nd, 2017|Uncategorized|1 Comment