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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 […]

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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 […]

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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 […]

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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% […]

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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 […]

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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 […]

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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 […]

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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 […]

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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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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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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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Perficient Launches Microsoft Dynamics 365 Practice

We are thrilled to announce the launch of our Microsoft Dynamics 365 practice, continuing our efforts to grow our portfolio of cloud-based Microsoft solutions offerings. As a Gold-Certified, award-winning Microsoft partner and one of just a handful of Microsoft National Solution Providers, this addition allows us to help our clients successfully plan, deploy, and manage […]

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