In an organization, marketers generally deal with hundreds of leads a day. However, only a small percentage of these leads are worth qualifying for sales professionals. It becomes the marketer’s goal to pin point specific characteristics of the leads that meet the organizations requirements.
The Microsoft Power Platform is ever evolving! A few years ago, we published an article on the use of one of its services call the Common Data Service. Well, Microsoft is now calling it the Dataverse. Same great features, but with a new name and updated terminology to appeal to the masses.
Using a Customer Relationship Management (CRM) system is a great way to improve your business. A CRM system, such as Dynamics 365 with CRM for Distribution, will provide insights to effectively manage your organization. By storing all of your customer data in one centralized location, a CRM system has the ability to analyze and automate business processes.
Integrating Dynamics 365 with CRM for Distribution with your Five9 VOIP system can provide you with record pop functionality, automatic record creation, an integration Dynamics/VOIP interface in a single web page, and more. For more complex integrations between the two systems, Beringer Technology Group has you covered!
What are Five9 Skills?
Five9 Skills are used to route calls to the right people in your business.
Many people still use Microsoft Excel today, and for good reason. It is a well-established spreadsheet program that has powerful features for calculating complex data and much more. What it lacks though is enhanced security for sharing, change tracking (unless you are using it in SharePoint), and inability to track historical performance numbers or activities.
Dynamics 365 Data integrations is something that we're quite familiar with - whether it's a custom integration tailored for one of our customers or it's utilizing our popular pre-built solution CRM For Distribution. Microsoft added alternate key support to Dynamics 365, which allows us to greatly improve integration speed.
We've worked with clients and data of all shapes and sizes - from small to medium to large. In this blog, I'm going to focus on those with large amounts of data. But not just large amounts of data, also large amounts of automated logic that is often at least partially translated to Workflows in Dynamics 365 with CRM for Distribution.
Dynamics 365 Unified Interface – Unable to Trigger On-Demand Workflows A few of our clients have made the move onto the Dynamics 365 Unified Interface with CRM for Distribution and have been experiencing some slight issues. One, that was a big impact for a client, was not having the ability to run workflows on-demand from individual records. It was no longer present in the ribbon or more options section of any record. This was causing a huge issue for our client who uses this feature regularly. After researching into this, we found that this feature must be enabled for the organization in the Power Platform Admin Center when switching on the Unified Interface. If not, the workflows would need to be ran on-demand through an Advanced Find. This would create much more overhead for the users. To enable the feature to run workflows on-demand through the Unified Interface, follow the below steps: • Access the Power Platform Admin center: https://admin.powerplatform.microsoft.com/ • Click on Environments, Check the box next to the environment you want to enable then click Settings in the ribbon • From here, expand the Product Section and select Behavior • Under Display Behavior, toggle the button to the ON position for “Show Power Automate on forms and in the site map” then Save • Immediately, the option for Flow will show • From here, when you select Flow, you have a few options. You can create a flow, see your flows you have created, or run an on-demand workflow. Contact Beringer Today! Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution, also provides expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing, Email Security Implementation and Training, Unified Communication Solutions, and Cybersecurity Risk Assessment.
A few of our clients have made the move onto the Dynamics 365 Unified Interface with CRM for Distribution and have been experiencing some slight issues. One, that was a big impact for a client, was not having the ability to run workflows on-demand from individual records.
Using technology to facilitate collaboration has become very important in recent months as companies small and large have raced to unite mobile workers. Microsoft's Slack competitor, Microsoft Teams, is one such tool that millions have turned to during this challenging time.
Recently, I had the opportunity to work on a project that aims to build out a process for Microsoft Dynamics 365 with CRM for Distribution Change Data Capture from the ground up. Typically, we use popular IPaaS services for this type of integration. Due to the unique requirements of this project, we elected to build a bespoke solution entirely within the Microsoft stack using Azure DevOps GIT repos, pipelines, service bus queues, and C# function apps.