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Showing posts from November, 2016

Microsoft Dynamics 365 Webinar Questions

Yesterday I conducted a webinar on Microsoft Dynamics 365, a family of Microsoft business products for sales, marketing, customer service, accounting, and more.

For those who were unable to join the webinar or who don't want to listen to the full recording, here are the top questions and answers:
Are these solutions all in the same place or are they separate solutions integrated seamlessly? -- Dynamics 365 is integrated with Office 365, so it is available in one place with the same login and administrative console. What about an xRM solution that might use very little in terms of in-the-box Sales or Marketing functionality? How would this translate and be licensed? -- Microsoft offers Dynamics 365 PowerApps for this scenario, at a lower cost than Dynamics 365 Sales and other apps. Does Power Apps still have accounts/contacts? -- Yes, it still has these shared entities but does not include those dedicated to functions such as Opportunities for Dynamics 365 Sales.Does Dynamics 365 F…

Send SMS Messages to Your Dynamics Marketing Lists with ClickDimensions

Most of InfoStrat's clients use Dynamics CRM (Dynamics 365) and ClickDimensions to automate email distribution lists for online newsletters, event invitations, and more.  But did you know that you can also use this software to send SMS (text) messages?

You can send messages to a group of recipients stored in a Marketing list, either using lead or contact records.  These messages can be triggered by an automated workflow or through a user action.  Just like emails, the messages may be personalized and can contain data from the CRM system.

Some target groups of people prefer SMS messages rather than email.  It also can make sense for sending alerts to users, such as service outages or emergency information, which attract more user attention.

Microsoft Dynamics 365 Team Members Subscriptions

With the release of Microsoft Dynamics 365 this week, Microsoft has created a new option for less expensive software subscriptions called Team Members.  Microsoft previously offered restricted rights for Dynamics CRM users with their Basic and Fundamental subscriptions, but Dynamics 365 introduces several new twists.



For a primer on the two editions of Dynamics 365, see "Understanding Microsoft Dynamics 365 Business and Dynamics 365 Enterprise Editions"
http://blogs.infostrat.com/2016/10/understanding-microsoft-dynamics-365.html
Team Member for Enterprise Edition

The Enterprise edition of Dynamics 365 offers Team Members light use of several apps for $4-10/user/month:

Dynamics 365 for OperationsDynamics 365 for SalesDynamics 365 for Customer ServiceDynamics 365 for Field ServiceDynamics 365 for Project Service Automationand also Microsoft PowerApps with Flow
The Team Members subscription grants a user Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for…