Dynamics 365 for Marketing is a full marketing automation application. The tagline for this product is "help turn prospects into business relationships." The app works well and is comparable to most marketing automation platforms widely available in the marketplace.
I'm halfway through my Best Practice series and I am loving the feedback that I've received so far. For this blog, I'm going to touch on three very important best practices that you should follow. Not just with Dynamics, but with any system that you work with whether it be implementing or just administering and maintaining.
Email is one of the best things the internet has made possible. We use email to signup for websites, apply for jobs, make payments, and many more. But email users also run the risk of account hijacking, malware attacks, and other cyberthreats. To secure your email accounts, follow these crucial tips.
Windows 10 May 2019 Update The Windows 10 May 2019 update started rolling out in late May, and it is packed with a raft of tools and apps to enhance user experience as well as productivity and efficiency. Here are some of the most notable changes that come with the update.
The PowerApps platform provides Dynamics 365 online users the ability to deliver CRM content via a custom app on a mobile device or via the web. There are two main app types that you can create using PowerApps: a Canvas App or a Model Driven App. You can create either app without being a developer, allowing CRM System Administrators to use drag-and-drop configuration to build them.
Are you an Office 365 expert? Get ready to take Office 365 to the next level with tips and tricks from the pros! Join us for our upcoming webinar where we’ll cover hidden features in the tools you use most – Outlook, Word, Powerpoint and more!
Watch the recording here!
Beringer Technology Group is a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution.
Portal configuration can be a big undertaking, with many different Dynamics records that make up just one portal web page. What are Web Templates? Entity Forms? Entity Form Metadata? All of these record types and more are needed to build a Portal Web Page, and together they act as the structure to your portal.
Microsoft Dynamics 365 Business Rule Tips
Using Microsoft Dynamics 365 business rules to show and hide fields is one of the most useful features of Microsoft Dynamics 365. Business rules require no knowledge of code and democratize functionality that was once only available to developers.
Calculated fields are one of the most powerful and versatile out-of-the-box functions included in Microsoft Dynamics 365. If you’re an Excel power user (or even if you’re not), you can easily understand calculated fields in the context of an =IF statement.
Do you find yourself making changes directly in Production? If you don't get it perfect the first time, this can really impact your users, nullify user adoption and introduce unnecessary “down time."
In this one hour webinar, we will cover best practices surrounding using different organizations to develop and test your changes.