Understand your business relationships with the Relationship Assistant in Dynamics 365

The Relationship Assistant is part of a new suite of features called Relationship Insights, which continuously analyzes the vast collection of customer-interaction data already stored in your Dynamics 365 and Microsoft Exchange systems, to help you better understand your business relationships, evaluate your activities in relation to previous successes, and choose the best path forward. The…

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Administer Dynamics 365 without global admin rights

You ask and we listen. You asked for a role allowing you go give a user the priveleges to administer your Dynamics 365 instances, but not necessarily the entire Office 365 tenant. That role is now here – its called the Dynamics 365 service administrator A Dynamics 365 (online) service admin cannot do functions restricted…

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Know who you assist

Know who you assist In my previous post I talked about setting Live Assist for Dynamics 365 up. In this post I’ll take you through how to configure Live Assist so you know which portal contact you are assisting/chatting with. I’ll ensure that when a portal contact logs into the portal and initiates a chat session…

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Live Assist for Dynamics 365 – First Look

This week the preview of Live Assist for Dynamics 365 Powered by Cafex went live. With Live Assist for Dynamics 365 Powered by Cafex you can Text chat with website visitors and mobile app users See what they see, co-browse and share documents Maintain a unified view in Dynamics 365 Unified Service Desk and web clients Provide…

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Using Promoted posts to amplify specific messages on social media

So your organisation has adopted the great new Social Selling Assistant. All sellers are actively spending five minutes checking their feed every morning. How do you ensure that all sellers sees *that* particular post, you as a company wants all sellers to amplify on social? The answer is Promoted posts – one of four recommendation types in the…

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The New Social Selling Assistant in Dynamics 365

The new Social Selling assistant is a new digital assistant that helps you leverage your social networks to sell more. It recommends personalized actions for you, like which posts to share, based on machine learning. No need to spend hours to spot relevant content or crawl through hundreds of updates anymore. The capabilities of the Social…

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Using Portal Capabilities in Dynamics 365 (CRM)

Portal Capabilities of Microsoft Dynamics 365 The Portal Capabilities of Microsoft Dynamics 365 extend Dynamics 365 (CRM) to the web delivering a best-in-class web engagement experience for community, partner management, customer service and a breadth of other solution areas. One of the most compelling features of the Portal Capabilities of Microsoft Dynamics 365 is the set of functionalities…

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Email Engagement in Dynamics 365 (CRM)

Taking advantage of the Microsoft Azure cloud-computing infrastructure One of the great things about Dynamics 365 is that it aims to break down the invisible barriers that have traditionally existed between CRM, ERP, productivity software, and other systems that you use in your work. Dynamics 365 is increasingly taking advantage of the scalability, data integration,…

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Editable Grids Is Here

Editable Grids in Dynamics CRM What is it To enrich the CRM user interface for a touch friendly interaction across all mobile clients, we introduced a new set of embedded controls for the CRM Mobile Client Application (aka MoCA) with the Custom Control Infrastructure feature in the last release. These controls offer both a more…

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Understanding Server-side Sync

Server-side Synchronization (SSS) is an alternative to Outlook synchronization which requires the CRM for Outlook add-in running in your Outlook for syncronization to take place. To help you understand SSS we have recently published a new whitepaper “Server-side Synchronization in Dynamics CRM and Dynamics CRM Online”. The whitepaper describes in detail the process for synchronizing accounts,…

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