Items filtered by date: May 2019

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To Be a Recognised ERP Consultant

To Be a Recognised ERP Consultant

Here’s the thing when it comes to being a Dynamics 365 consultant: no two days are ever the same. One day, you’re going over reports and charts with a client. The next, you’re doing database work and updating product data.
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Why most marketers misunderstand the importance of CRM

Why most marketers misunderstand the importance of CRM

Dynamics 365 provides several ways to help you get to know your potential customers and to see how they interact with your various marketing initiatives. In addition to these activities, user can also store information, view analytics, and score leads.
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Updating Status in Customer Journey & Segment in Dynamics 365

Updating Status in Customer Journey & Segment in Dynamics 365

Some of us experience a difficulty in updating status in customer journey. We need to ensure customer is put into right segment tile before blasting an email communication to them. This article will show you the best way managing segment based on customer journey.
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Why Category/delegate tracking in Dynamics 365 is important ?

Why Category/delegate tracking in Dynamics 365 is important ?

Microsoft set out to bridge the gap between Dynamics 365 App for Outlook, it’s the seed of Dynamics 365 and Outlook integration, and the legacy Outlook add-in Dynamics 365 for Outlook. With the latest release of Dynamics 365 (online) version 8.2, we will show you how to delegate tracking in Dynamics 365.
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