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.

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.

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.

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.

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.

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.

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.

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.

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.

In your everyday tasks, it’s important to keep an organized workflow. Sometimes, keeping processes in line while working with different apps, services, files, and other data can get a bit messy. That’s where Microsoft’s Power Automate tool comes in handy.