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Moving Dynamics 365 On Premise Reports to Online

As you may be aware, Microsoft is sunsetting Dynamics 365 on premise in favor of Dynamics 365 cloud.  If you are currently on premise and not yet in the process of migrating to the cloud, here is a good article to help get you started. As part of the transition, one important component that you want to add to your checklist is the migration of your custom reports.

What’s new in ClickDimensions update 12.4?

If you're a fan of ClickDimensions, you know that there are frequent updates and changes to the product meant to enhance the usability and functionality of the application. As of April 26th, the new version is available to all regions - US, CA, AU and EU.  Let's dive into the changes in the latest version, 12.4.

You can manually update your application at any time after the update is available using the instructions linked here.

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.

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.

Dynamics 365 2022 Release Wave 1 Sales Updates

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.

Power Platform 2022 Release Wave 1, Customer Service and AI Builder

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.

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.