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Dynamics 365 2021 Release Wave 2

Dynamics 365 2021 Release Wave 2
Dynamics 365 2021 Release Wave 2 is here, and it brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications including Marketing, Sales, Service, Finance, Operations, Human Resources, Commerce, Fraud Protection, Customer Insights, Customer Voice and Business Central.

Questions to ask before creating a Dynamics 365 Organization

With the increasing expansion of Dynamics 365 in other countries, many clients want to know how they can meet their country's data governance policies and have a successful end user adoption. Fortunately, Microsoft makes this possible by having data centers across the globe, along with having multi-language and multi-currency support.

Issues with the Dynamics App for Outlook (Lightweight App)

The Dynamics App for Outlook is a great application that is pushed to Outlook to integrate data between Outlook and Dynamics 365. Emails, Appointments, Contacts are a few examples of data that can flow between the applications. Information can be input/updated in Outlook and synchronized to Dynamics 365 so users do not need to open Dynamics 365. Appointments and Tasks can also be assigned to users in Dynamics 365 and synchronized to Outlook for the user to see without the extra step of logging into Dynamics.

Marketing List Best Practices

Efficiency, Effectiveness, Accuracy, Return on Investment. We've all heard terms like these in marketing discussions. How should these ideas guide marketing list management? Continue reading, to learn about recommended marketing list best practices.
Clean Out The Trash
A key component of a good marketing list is good data.

Data Sync Cloud is transforming, big time

Data Sync Cloud is transforming, big time.  It will still have the same great features that our clients love today, but will soon bring you better performance and more flexibility.  If you're not already familiar with Data Sync Cloud, it's a real-time CRM / ERP integration built on Microsoft Azure cloud technology & infrastructure.

Dynamics 365 Customer Voice 2021 release wave 1 is here!

Wow, the time has flown! Dynamics 365 release 2021 wave 1 is already here. Can you believe it? Wave 1 has come with a host of new and enhanced features being released from April 2021 through September 2021.  This release contains hundreds of new features across Dynamics 365 applications including Marketing, Sales, Field Service, Customer Insights, and Customer Voice.

Generate Documents with Power Automate

Power Automate is quickly becoming the go-to platform that meets your automation needs.  In the past year alone, the platform has had countless updates.  These include dozens of new connections and actions used across the software stack.  One of the most exciting updates to Power Automate is the ability to generate dynamics documents based on data in your Dataverse!
What is Power Automate?
Formally known as Microsoft Flow, Power Automate is Microsoft's code-less tool designed to automate your business's repetitive and manual tasks.