Today we’re going over some more CRM terms that every beginner needs to know. Last time, we covered Leads, Opportunities, Cases, Grids, and Business Process Flows. This time, we’ll cover Dashboards, Entities, Fields, Grids, and Labels. If you haven’t gotten your FREE copy of our CRM Buzzwords, Terms, and Definitions page, you can get it here. Dashboards Dashboards display on a single…
Using Dynamics 365 CRM should feel like productivity, not paperwork. But for most users, it’s the opposite. You open a record. Click. Scroll. Update. Click again. Repeat. You’re either jumping between endless tabs to check record status or squinting at flat views, trying to make sense of how contacts, accounts, and deals are even connected.…
If your marketing team uses HubSpot while your sales team relies on Microsoft Dynamics 365 Sales, you’re not alone. Many growing organizations use both platforms to manage different parts of their customer journey. But without a seamless integration, you risk siloed data, broken handoffs, and missed opportunities. HubSpot Dynamics 365 Integration Solves the Sales-Marketing Disconnect At enCloud9, we offer…
Order management is one of the most complex processes in any business, especially when multiple departments and customer touchpoints are involved. In our latest episode of Not Your Grandfather’s CRM, we highlight how one printing company used Microsoft Power Apps with custom automation to simplify a process that involves: Sales entry and contact preferences Accounting…
Struggling to Get Your Team to Actually Use Dynamics 365 CRM? Are your users logging in but not really using CRM? Do you find it hard to see who’s engaging with what — or who’s not engaging at all? Are important features of Dynamics 365 going unnoticed or underused? Does your CRM feel more like…
Microsoft is taking Dynamics 365 to the next level with the introduction of AI-powered CRM agents Customer Intent Agent and Sales Chat Agent designed to enhance service delivery and modernize sales operations. Currently in Public Preview, these agents offer developers and solution architects an exciting opportunity to test and tailor AI-driven enhancements within the Dynamics…
The customer journey doesn’t end after the sale—in fact, that’s when the most meaningful work begins. In the loyalty stage, ongoing engagement is key to long-term retention, upsell opportunities, and turning customers into brand advocates. One of the most effective ways to strengthen customer relationships at this stage is through proactive check-ins. Unfortunately, check-ins are…
You have finally taken the leap and implemented Microsoft Dynamics 365 CRM Dataverse within your organization. It is a big step towards streamlining your company’s customer engagement process and increasing customer efficiency with your organization. After implementation however, one key thing to remember is consistent system maintenance to allow for better performance and less headaches…
In our previous blog, we explored how Microsoft Dynamics 365 Contact Center brings generative AI and end-to-end integration to every stage of the support workflow. But just as important as the platform itself is the experience it delivers to the people using it every day: the customer service representatives. This post takes a closer look…
Is your online store equipped to respond instantly when a potential customer has a question or hesitation? In E-commerce, every second counts; a delayed response can cost a sale, while instant support can boost conversions and loyalty. LiveChat4Dynamics offers seamless live chat integration with Dynamics 365, helping you respond instantly, capture leads, and drive conversions.…