Forecast Setup in Dynamics 365 Sales & Customer Engagement Are you using the forecast feature in Dynamics 365 Sales or Dynamics 365 Customer Engagement? If you are there are some enhancements that came out in the Wave 1 Release that make forecasting even better....
The Dynamics 365 CE Customer Service application is a powerful system to manage your customer inquiries in the form of product support, inquires, or any interaction with a customer that you want to take to some sort of resolution. The Case entity in CE’s Customer...
We all have tasks that we complete daily which consumes valuable you could be using to be productive on more important things. You may have even thought to yourself, “there has to be a more efficient way to do this.” It’s time to explore the capabilities of Power...
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...
My favorite tool for use with Dynamics 365 Customer Engagement and CDS is XrmToolBox. It is a framework for tools that connect to D365 CE or CDS. Tools are developed and incorporated into XrmtoolBox by anyone who is interested. These tools are used by System...
Portals are not only a place for customers to interact with your business but can also be used for a variety of different applications – including as an employee self-service portal. Built on Microsoft Portal technology, an employee self-service portal can give your...
