Kaylee Allard
Kaylee Pekarek is a Consultant in the Dynamics CRM division. Prior to joining the Stoneridge team, Kaylee was a data security consultant, where she gained experience building rapport with new customers, identifying pain points with customers, and becoming accustomed to each different CRM system.
by Kaylee Allard | Updated January 18, 2021 | Dynamics CRM
Microsoft Dynamics 365 Marketing comes with a wide variety of professionally designed templates. Each time you create a new email message, customer journey, marketing page, or marketing form, you start by choosing a template. Most of these templates include a column...
by Kaylee Allard | January 7, 2021 | Dynamics CRM
In 2018, Microsoft launched Dynamics 365 Marketing – a solution that helps organizations turn prospects into business relationships by generating and nurturing leads, score leads, organize events, and gather customer feedback all within the same application....
by Kaylee Allard | Updated August 1, 2020 | Dynamics CRM
Dynamics 365 Portals has seen some great improvements and is rapidly becoming a cornerstone for a majority of Dynamics 365 Customer Engagement implementations. Portals are used to set up an interactive web-based sales, services, support, and social engagement...
by Kaylee Allard | Updated April 30, 2020 | Dynamics CRM
One of the features released as a part of the 2020 Wave 1 is improved search functionality in Dynamics 365 Customer Engagement – specifically the Quick Find Search. This improvement gives users the ability to perform a search in the currently selected view, and...
by Kaylee Allard | Updated April 21, 2020 | Dynamics CRM
One of my favorite features released as a part of Wave 1 2020 for Dynamics 365 Customer Engagement is the ability to use Kanban Boards. Kanban is a way to visualize records in a handy board-like sequence using cards and columns to easily display the data. This control...
