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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.

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.

What’s new with Dynamics 365 Marketing and Power Automate Release Wave 1

Microsoft Dynamics 365 and Power Platform 2022 Release Wave 1 has arrived, and Microsoft showcases new innovations that provide instrumental capabilities to revolutionize your business. This blog will focus on Dynamics 365 Marketing.

The Microsoft Dynamics 365 release encompasses features across Dynamics 365 applications, including Marketing starting April 1st, 2022. Review the regional deployment schedule here.