Tracking is the functionality to attach an Outlook item to a record in Dynamic 365. You can track emails, contacts, tasks, and appointments with just a few clicks from within Outlook. Once tracked, it is synchronized with the outlook record, and you can then view or even edit the record, either using the normal Dynamics Web interface or the Dynamics app for Outlook. […]
Once upon a time… Microsoft acquired Great Plains… and Great Plains became GP… Don’t worry I am just kidding; Let’s dive in! Microsoft Dynamics GP has been a popular and reliable financial management solution for the last 20 years. Its ease of configuration and comprehensive range of integrated solutions has made it the primary financial choice of mid-sized organizations (SMBs). However, several of these organizations are now replacing Dynamics GP with Dynamics 365. […]
What is a Test Environment? A test environment (also called a sandbox or demo environment) is a setup where a team can run test cases without influencing live data. They are frequently used to make sure that planned upgrades, changes, or training are executed successfully before the changes are pushed to a live database. […]
You would be ‘hard-pressed’ to find any industry that does not utilize modern technology. Businesses are increasingly relying on technology to help automate business processes, strengthen their marketing, and serve their customer base. […]
The mark of a forward-thinking company these days is automated processes. In the era of order-picking Amazon fulfillment warehouse robots and online customer service AI, businesses looking to stay competitive need to be thinking of ways to automate certain aspects of their day-to-day operations. […]
Inside This Article What variables do you input in the workloads section of the Azure TCO tool? What assumptions can be adjusted to reflect business costs when using the Azure TCO calculator? What final inputs does the Azure TCO tool require to generate a meaningful cost comparison report? The Transition to Cloud-Based Business (Cloud ERP) Going forward, worldwide business will be conducted using cloud-based services. Incorporating a cloud-based ERP (Enterprise Resource Planning) platform into your business operations won’t be a novelty anymore. It will be the way that business is conducted. […]
In today’s instant information environment, people are used to having any information they want or need available in seconds–whether they’re at home on their laptop or tablet, or at the pool on their mobile device. Why, then, is it so difficult to locate and process information in the office? It’s a daily routine in most people’s day to have to hunt down or recreate lost documents; digging through file shares (for incorrectly named files) and reminding coworkers to review past-due invoices. We expect immediate results in our personal lives; why can’t we expect this at [...]
Back in November 2016, in yet another iteration of Dynamics CRM (Customer Relationship Management), Microsoft released Dynamics 365 for Customer Engagement. Initially, Dynamics CRM, along with other Microsoft ERP platforms, were brought into the Dynamic stack as a single cloud platform to offer users avenues to use other cloud services, such as Office 365. […]
What you (might) already know! Your sales process is “simple” – it obviously starts with some lead acquisition and qualification… then, you nurture them until they are ready to buy. You nailed it so far! […]
Thanks to managed cloud providers like Azure cloud services, the digital world is simply making better, data-driven decisions notes ZdNet. “Software used to be the undisputed No. 1 concern for digital transformation. Not anymore. While software remains key, its importance has been at least equal, if not overshadowed, by data.” […]
