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Sales Reporting and limitations in Salesforce vs. Dynamics 365

Reporting and sales process defining are key elements to measuring success and identifying trends for sales strategy. There are a few limitations that are revealed in comparing Salesforce to Microsoft Dynamics 365 Sales Enterprise.

Salesforce activity forms are great out of the box, but when a sales team desires to leverage a custom activity report, they may find that Activity Type is not something they can report on.

Integrating External Services using Cloud Flows

Do you leverage data from multiple applications or services? If you haven't already found a way to integrate the data between them, you should check out Microsoft Cloud Flows, which are part of Power Automate and part of the overall Power Platform.
What are Cloud Flows?
Cloud Flows allow power users to build workflows that integrate a diverse set of apps and services, including Dynamics 365, SharePoint, SQL Server, SalesForce, Act!, Twitter, MailChimp and many more! Each workflow can have one trigger, such as a timer or an incoming email or tweet, and one or many actions, such as creating a Lead in your application of choice and sending a text message to a user.

Email Activity in Salesforce vs. Dynamics 365

Microsoft Dynamics 365 Sales Enterprise and Salesforce both offer so much value, that choosing the best CRM for your business can be complex. There are tradeoffs to both products, and finding the one that best matches your business requirements is key to having overall satisfaction with your choice.

Microsoft Dynamics 365 2022 Release Wave 1

Microsoft Dynamics 365 and Power Platform 2022 Release Wave 1 is here, and it brings new innovations that provide significant capabilities to transform your business.

The Microsoft Dynamics 365 release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Supply Chain Insights, Human Resources, Commerce, Fraud Protection, Business Central, Connected Spaces, Guides, Remote Assist, Customer Insights, Customer Voice, and Microsoft Cloud for Healthcare, Financial Services, Sustainability, and Nonprofit.

Safeguard your social media accounts

When you think of protecting corporate data and devices, you know your IT department has everything protected, right?  How about your marketing team's social media accounts, used to build and support your brand? Is anyone thinking to safeguard your social media accounts? Unlike the Microsoft stack, servers, or network equipment, your internal IT team cannot control or protect your company's social media account.

How to utilize Microsoft’s built-in ransomware protection

It’s hard to believe that it’s been over 30 years since ransomware first appeared on the PC with the Aids Info Disk/PC Cyborg Trojan.  Since then, cybercriminals have grown fiftyfold more sophisticated with the advancement of technology.  While ransomware became slightly more common in the 2000s, it wasn’t until the early 2010s that the illegal and destructive software became a household name.

Why choose Azure Virtual Desktop?

Over the past two years, companies have found it necessary to pivot away from the traditional "work in the office" mindset to allow remote work for as many roles as possible. If you worked for a company where remote work was not only possible, but somewhat of a norm, then the pandemic just sent you home to work all the time, in a familiar way.