A Fast Track for Learning Microsoft Dynamics 365 Sales

When first getting to know a new app, it is common to feel intimidated. Business applications are more complex than ever, and they can do everything you can possibly imagine and more. Microsoft Dynamics 365 for Sales is an extremely powerful tool, but you can easily get overwhelmed if you don't know where to start your learning journey.

Hacking Dynamics 365: Timeline Controls That Boost Your Experience

Hey, Dynamics 365 enthusiasts! Let's face it, managing customer engagements is thrilling, but the sheer multitude of activity types lining up on your timeline is not exactly a party.

In this blog, we're diving deep into the world of customization, exploring how you can transform your Dynamics 365 Customer Engagement experience.

Displaying Data in Microsoft Power Pages

Microsoft Power Pages is a CMS (Content Management System) based out of Microsoft Dataverse. You can style it quite extensively to look and feel however you would like, just like most other CMS software. The benefit Power Pages brings is that you can easily push and pull data to and from your Dataverse environment.

Microsoft Dynamics Power Pages (formerly known as Power Portals)

What are portals? A portal is a website or page that allows access to a collection of resources or information. Additionally, it is integrated with a database. Most portals offer some form of user authentication and role-based access controls. They allow the site to provide customized information specific to that person.

Tables in Excel

At TopLine Results, we use Excel all the time. The Customer Relationship Management business necessitates the use of Excel for a multitude of reasons, so inevitably, we must become experts in this product. 

Have you ever had trouble filtering or sorting your spreadsheet data? You tell it to sort, and your column headers get sorted along with the rest of your data? You need to format your sheet, but it takes forever? The solution to these problems is simple, tables.

Dynamics 365 and Microsoft Teams Integration

Today integration is key. No one likes having multiple systems that don’t talk to each other. One of the most common requests I’ve been getting recently is to be able to integrate Dynamics 365 with Microsoft Teams.  It makes sense that if you’re active in your CRM, you should be able to communicate with others easily from that same CRM system without having to switch apps.

Automation Options for Dynamics 365

Modern CRM and database systems must include the ability to automate tasks. Sometimes we need something simple, such as automatically marking an account as a customer after winning an opportunity. Other times we need more complex automations such as having the ability to interface with external systems.

Why Email Notifications are a Bad Idea

I’ve been a CRM consultant for 18 years, and one of the most common requests I get are from people who want to be notified, by email, when a certain action occurs in the CRM system. Here is an example:

As a manager, when an opportunity is created in the system where the estimated revenue is above $100,000, I want to receive an email with information about that opportunity so I can follow up with the sales rep and make sure they have everything they need to win that opportunity.

Excel Find and Replace using Wildcards

I find Excel to be one of the most versatile and useful apps you can have in your toolbox. Recently, I had a large list of names and email addresses that I needed to parse out, and I used a cool feature in Excel to accomplish this.

Imagine that you have a large list that contains both people’s names and their email addresses in a single cell in the following format:

John Smith <JohnSmith@toplineresults.

Text Messaging (SMS) in Dynamics 365 using Twilio

Sending an automated text message to your CRM leads or contacts is becoming increasingly popular in digital marketing. People may not read all their emails, but they do read text messages. Sending text messages using CRM seems like a daunting technical challenge when you first start looking into it, but with the help of a product like Twilio, it is less difficult.