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Edgewater Fullscope Blog

Microsoft Dynamics 365 Flow for Customer Engagement (CE)

Jul 9, 2018 7:00 AM

Microsoft Dynamics Flow has been around for a while (as long as Dynamics 365), but many organizations are still wondering, “Why might we want to use Flow?” – OR – “How can we start using Flow?” Well, those are great questions! There are many reasons that Flow could aid your organization but the primary reason we see for simple uses of Flow, is to automatically write information from Dynamics 365 for Customer Engagement to another application (I will refer to “D365 CE” or “CRM” going forward in this blog). Let’s explore a little more about the type of technology in general.

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Customer Service Portal — Dynamics 365 for Customer Engagement

Apr 18, 2018 6:00 AM

The main ingredient to most successful businesses are happy customers. When you understand your customers you then create meaningful relationships that lead to positive ROI’s and business outcomes. In order to achieve that understanding, communication is KEY and with Microsoft Dynamics for Customer Engagement – Customer Portals provide just that. 

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Microsoft Dynamics 365 Outlook Client vs Dynamics 365 App for Outlook

Apr 16, 2018 7:00 AM

Over the last several years, the Microsoft Dynamics 365 team has been working on the Dynamics 365 App for Outlook, otherwise known as the “Lightweight” App, a component that works with both the Outlook on desktop, Outlook on the web (aka Outlook Web Access), and in Outlook on a mobile device. As of the fall release in 2017 for Dynamics 365 for Customer Engagement (I’ll use the old prior nomenclature of “CRM” going forward), I feel the App is ready for prime-time use. But what about the classic Outlook Client software application that’s been around for as long as we can remember? Does it still work? While Microsoft announced that is was deprecated in late 2017, that decision was reversed in Q1 2018. Most users still have the lingering question: What is the difference between the two? Let’s answer that.

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First Look at the Microsoft Dynamics 365 New Release - LinkedIn Sales Navigator

Nov 7, 2017 7:00 PM

 

Curious about the new Dynamics 365 release (the July release)?

Microsoft is building upon the integration between Microsoft Dynamics 365 for Sales and LinkedIn in the latest release to improve engagement across both solutions. You can use the LinkedIn connector app to sync social selling and campaign data.  

One of the great new features is the ability to sync and bring in leads from multiple LinkedIn accounts, so you could have multiple employee LinkedIn profiles synced to CRM and then from there those accounts that have and contain all those different leads and connections can be synced into CRM. 

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