Posts Tagged ‘Dynamics 365’

Computer And Tools

Building Modular Pipelines in Azure Data Factory using JSON data

Azure Data Factory (ADF) pipelines are powerful and can be complex. In this post, I share some lessons and practices to help make them more modular to improve reuse and manageability. Why Modular Pipelines? Pipelines are composed of activities, as the number of activities and conditions increases, the difficulty in maintaining the pipeline increases as […]

How Can Microsoft Dynamics Marketing Help Boost Email Campaign ROI?

In my last blog post, I introduced our new guide, Improve Consumer Engagement with Microsoft Dynamics 365 Marketing. In this post, I will focus on some enhancements Microsoft Dynamics 365 Marketing provides to email marketing campaigns. Master the Email Basics How often do you receive an email with inconsistent spacing, fonts, and other formatting issues? […]

Digital Transformation

How to Migrate Dynamics 365 Product, Product Bundles, and Price Lists

Configuring products and price lists in Dynamics 365 is complicated and time-consuming. I wanted to create a process to quickly migrate this data from one environment to the next. I had about 100 products, 40 product bundles, and 25 price lists to migrate into a production environment. I did not have any product hierarchies, notes, […]

Working with Dynamics 365 Date and Time Fields in Logic Apps

Working with date and time fields in Microsoft Dynamics 365 can be tricky, especially when you’re using additional automation tools, such as Microsoft Flow or Azure Logic Apps, to facilitate your business processes. Recently, I worked with two different date and time fields on two entities that were not directly related inside of Dynamics. One […]

Dynamics 365 for Healthcare Marketers – Email Campaign Basics

Our previous post highlighted the challenges healthcare marketers are facing today. In this post we will highlight how Microsoft Dynamics 365 for Marketing can help healthcare marketers manage the basics of email marketing campaigns. How often do you receive an email with inconsistent spacing, fonts, and other formatting issues? Does it inspire you with confidence when […]

Healthcare Data

Microsoft Dynamics 365 for Healthcare Marketers

Healthcare marketers today have a lot on their plates. From juggling the demands of traditional community outreach and marketing to exploring ways to educate health consumers about the services your organization provides, the landscape can be rugged with no clear path to success. Further complicating matters, consumers today expect you to know them and offer […]

Top 3 Ways to Turn Relationships Into Revenue With Dynamics 365

Sometimes, the difference between winning deals with your customers or walking away empty-handed involves one critical element – trust. If you haven’t earned your buyer’s trust, how likely are they to invest their company’s dollars in your product or solution? Not very. In fact, as stated in LinkedIn’s The State of Sales 2017 report, “77% […]

Every Version of the Microsoft Dynamics Family Explained

I love Microsoft. Between their powerful technology and comprehensive support, I’m never left wanting for functionality or help. But with a legacy of great products as large as theirs—which includes upgrades, updates, and versions of most of their platforms and packages—it’s easy even for hardened Microsoft veterans to get lost in the verbiage and name […]

chains

Know Your Limits: Creating Process Flows in Dynamics 365

Dynamics 365 provides amazingly powerful tools for tracking business processes step-by-step, initiating stage-dependent actions, and maintaining strong relationships with clients. Dynamics 365 even comes with a handy drag-and-drop interface for creating and changing Business Process Flows, allowing enormous control over a business’s moving parts. Like any program, this process-creating function places some boundaries on what […]

Perficient Announces Amazon Connect Quick Start for Dynamics 365

Any good contact center manager will tell you bringing together all the key cloud contact center components at a level that can scale for the largest enterprise, while maintaining the economic benefits for a scrappy startup is one of the biggest challenges they face. That is why we are very excited to announce the release […]

Scheduling Between Bookings and Dynamics 365 through Exchange

Sometimes, two great tools need some help to work together. Microsoft Bookings is a relatively new appointment-booking app in Office 365 focused on small, appointment-oriented businesses. Dynamics 365 is Microsoft’s enterprise-level app focused on helping sales-oriented businesses create and track business relationships from leads to opportunities to clients. As of now, getting these two helpful […]

Omni-channel Contact Centers: Delightful or Annoying to Users?

The purpose of implementing new technologies in your omni-channel contact center is to delight and better serve customers and create brand loyalty. However, implementing disparate new communication channels more often than not annoys customers, rather than delighting them. Customers will inevitably have problems or questions about your products or services. A product may need to […]

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