Leverage the power of LinkedIn in Dynamics 365

  So you have Dynamics 365 and a LinkedIn Sales Navigator (LISN) license. Now you’d like to leverage the power of LISN in your Dynamics 365 – eg see all common connections between you and a new lead right there upon the lead creation, in order to allow for warm introductions. We’ve published a new…

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Entity Dashboards in the new Dynamics 365 UI

Entity dashboards If you spin up a trial  of our Dynamics 365 Spring 2017 release (aka v9) you’ll also get the Sales Hub app. In this app you can work with dashboards as you always could, but you will also find a new type of dashboard – the entity dashboard (very similar to the dashboards…

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How to Export and Import Voice of the Customer Surveys

So you’ve built a Voice of the Customer Survey in one of your Dynamics 365 tenants, and now you would like to use that survey as a starting point for a new survey in another Dynamics 365 tenant. How can that be done? Can you export a survey and import it into another tenant? I’ve seen…

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Working with Survey and Question Responses in Dynamics 365 Workflows

On our new and improved documentation site Microsoft Docs you can find technical documentation, API reference, code examples, quickstarts, and tutorials for developers and IT professionals, including an article on how to leverage the Voice of the Customer (survey) solution included with your Dynamics 365 system – Get feedback by using Voice of the Customer…

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Virtual Entities – Relationships

In my post Virtual Entities I walked through the steps of creating a Virtual Entity using the data source “http://services.odata.org/V4/OData/OData.svc” Another open data source is “http://api.purdue.io/odata” (publicly accessible), which lets us leverage a 1:n relationship that exists between (course-) subjects and courses in that provider to create and relate two virtual entities. So if I…

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Virtual Entities Demo Solution

In a previous blog post Virtual Entities I listed the steps to create a Virtual Entity. Demo Solution To test a virtual entity you can Create a Dynamics 365 free trial Download and import the demo solution used in the above mentioned blog post Please go here to get the link to the trial page…

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The New Customer Service Hub in Dynamics 365

The new Customer Service Hub in Microsoft Dynamics 365 is optimized for the Customer service module. It is a focused, interactive interface, designed to simplify your day-to-day job. To navigate to the new Customer Service Hub simply expand the Dynamics 365 app chooser in the upper left corner of Dynamics 365, and click Customer Service…

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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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