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[Guide] Modernize Your Digital Omni-channel Contact Centers

The marriage of traditional customer communication channels like phone calls and emails with modern, digital channels such as social media, mobile apps, and AI bots has created new opportunities and venues for customers to interact with businesses. This increase in customer touchpoints can lead to more sales and brand loyalty, but it also gives businesses […]

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Maximize Your Healthcare Community Outreach with Dynamics 365

As healthcare providers resolve privacy and compliance challenges, they are increasingly looking for opportunities to build and improve relationships with the community. However, many healthcare providers struggle to launch outreach programs that can manage and track interactions within a cost effective solution. Perficient’s Healthcare Community Outreach solution on Microsoft Dynamics 365 can help. Healthcare Community […]

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Using Flow for Dynamics 365 Record Creation

The ability to automatically create records in Dynamics 365/CRM based on an email received has been possible for quite some time.  In most instances, without the use of a custom workflow activity or plugin, the processing of the content of the email is limited to the To, From, Subject and Body, where the email Body […]

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Choosing a ClickDimensions Email Editor

Recently I worked with a client on comparing the ClickDimensions email editors in Dynamics 365. The client wanted to choose one email editor to implement and edit their custom email template. ClickDimensions offers four email editors and each email editor provides a different user experience. The client was concerned with preserving the email template styles […]

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Creating Seamless Customer Service Experiences with Dynamics 365 and Clarity Connect

Is your customer service technology finding new ways to delight or annoy your customers? Obviously you implement new technologies to engage and better serve your customers so that they remain loyal to you. However, the disintegrated nature by which many enterprises implement new digital touchpoints tends to irritate their customers more often than not. Inevitably, […]

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Skype for Business Online – Enabling MFA for PowerShell Sessions

Back in April 2017, Microsoft announced the release of support for Modern Authentication for the Skype for Business Online PowerShell Module. Adding Modern Authentication introduces new scenarios where multi-factor authentication (MFA) can be used for authenticating remote PowerShell sessions out to Skype for Business Online. Using MFA for authentication for PowerShell sessions provides another layer […]

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Digital Transformation in Retail Using Microsoft Dynamics 365

On the Microsoft Dynamics 365 blog, Ed Kennedy from our partner Episerver analyzes the use of Dynamics 365 combined with eCommerce platforms to improve the retail experience. He writes: “Retailers already benefit from how Microsoft Dynamics 365 integrates enterprise resource planning (ERP) and customer relationship management (CRM) into a single, cloud-based solution. Dynamics 365 has […]

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Moving from Excel Spreadsheets to Dynamics 365

Maintaining key organization data in Excel spreadsheets is a surprisingly common business scenario that we encounter with regularity. One might think that in this day and age most business data would be managed in database driven applications. But often, due to a variety of reasons such as segmented business units, mergers and acquisitions, or rapid business […]

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Accelerating Value Realization from Microsoft Relationship Sales

The difference between winning and losing sales opportunities often depends on a sales rep’s ability to build strong relationships. High-performing sales teams seem to inherently know how to seek out and develop the key relationships they need to win, but they sometimes struggle to do this consistently. Several roadblocks can prevent building strong, deal-winning relationships: […]

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Are Adoption-Focused Features Driving CRM Success?

Low user adoption is often cited as a top reason why CRM projects are failing. This isn’t anything new; low user adoption has been referenced as a top reason why CRM projects fail for over a decade. In response to this, CRM vendors have added in new features such as gamification, visualizations, and adoption dashboards […]

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