With the advent of Power Automate (Formerly Microsoft Flow), the way we as Dynamics 365 Consultants think about and handle automated task within CRM has changed significantly.


One of the more common automations that people set up and then just forget about are Automatic Record Creation rules and Service Level Agreements.

Your customers are the lifeblood of your business, so it’s essential that your customer service team are seen to be proactive and responsive in navigating them through the support life cycle.

We now have Word templates in Dynamics 365 which are so much better than previously. In fact, you can learn how to use them in a few simple steps.

With Dynamics 365 Marketing, you will be able to uncover the insights related to the Email that you have sent out. You’ll be able to see the Unique Opens, Clicks, Click through-rate, Open-rate and so much more.

It’s July, and in the world of Dynamics 365, this means the release of the Wave 2 Roadmap and hours of people like me consuming updated features and scheduling diary dates for early release previews so we can try out the new cool features before letting them loose on our customers.

What are you trying to achieve with your marketing efforts? Are you just trying to hit 50 attendees to satisfy a KPI? Or, are you trying to attract a targeted audience with a vested interest in your product?

In recent months we’ve learnt that Microsoft had decided to make several changes that would impact your CRM solution, so let's review them. 

 

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