Virtual Entities

Interact with data from external systems using the new virtual entities Starting with the July 2017 Update for Dynamics 365 (online), virtual entities enable the integration of data residing in external systems by seamlessly representing that data as entities in Dynamics 365, without replication of data and often without custom coding. Virtual entities replace previous…

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Comparing the New Dynamics 365 for Sales, Business edition

In the upcoming release, we’re very excited to introduce Dynamics 365 for Sales, Business edition The Business edition application is built on the Dynamics 365 for Sales, Enterprise edition application that existing Dynamics 365 customers are familiar with, but the new Sales application is optimized for small-to-medium-sized businesses. Actually Dynamics 365 for Sales, Business edition…

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Dynamics 365 LinkedIn Integration

LinkedIn and Microsoft Dynamics 365 (CRM) are world leading sales tools and now they come together, to help you save time toggling back and forth between your Dynamics 365 (CRM) and LinkedIn Sales Navigator, and to focus on what matters most—selling. The LinkedIn Sales Navigator for Microsoft Dynamics 365 (CRM) is designed to create a…

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Adoption is King

We like to think that Dynamics 365 is one of the most user friendliest services around, but you might want a bit of collateral to go with that, in order to optimize user adoption and fast forward to the desired business outcomes.   x Training and Adoption We have a Training & Adoption Kit for…

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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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