Viewing posts categorised under: Microsoft Dynamics 365

Dynamics 365 and Outlook — Artificial Intelligence Speeding Up Your Sales Process

Posted by Mark Abes in Dynamics CRM, Microsoft Dynamics 365, Microsoft Dynamics 365 Data, Microsoft Dynamics 365 for Sales, Microsoft Office 365 | 0 comments


I recently provisioned a new Dynamics 365 demonstration environment for a prospective client. The environment included Office 365. I sent a sample email from my account to the user in the demo environment. My goal was to simply show how easy it is to sync emails to Dynamics 365 and create Lead or Contact records from the email. I was very impressed to see the practical application of Artificial Intelligence within Outlook, plus some much-improved integration points with Dynamics 365.  

Microsoft Dynamics 365 Relationship Insights

Posted by Mark Abes in Business, Dynamics 365, Marketing with CRM, Microsoft Dynamics 365, Microsoft Dynamics 365 for Sales, Microsoft Dynamics CRM for Sales | 0 comments


Microsoft rolled out a new feature set in Dynamics 365 and Dynamics CRM dubbed Relationship Insights. Relationship Insights mines all the sales related data stored in CRM and Microsoft Exchange, using it to help you prioritize your daily activities, respond to customers, and track the effectiveness of your email messages on your desktop, laptop, tablet or phone.  

Display Power BI Visualizations in Dynamics 365 Dashboards

Posted by Erin Karatkiewicz in Dynamics 365, Dynamics CRM, Microsoft Dynamics 365, Microsoft Dynamics 365 Data, Microsoft Dynamics CRM Data | 0 comments


Power BI is as powerful as it sounds, and we now have the option to incorporate Power BI charts and data visualizations in Microsoft Dynamics 365 (and Dynamics CRM). Here's how to do it.  

Get Ready for Microsoft Dynamics 365

Posted by Mark Abes in Dynamics 365, Dynamics CRM, Microsoft Dynamics 365 | 0 comments

There has never been a better time to be a Dynamics customer - new customer or existing customer. If you’re looking at Dynamics for the first time, you’re getting involved at an ideal time. Microsoft has created an ecosystem that allows you to deploy business applications that work great independently and seamlessly together. The Microsoft Dynamics 365 common data model makes it easy to add and deploy new functionality because it’s all made to work together from the get go.  

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