Category Archives: Dynamics 365 Enterprise

User Adoption and Monitoring in Dynamics 365 Online (CRM)

 Someswara Siripuram |  Leave a comment

Summary: The final phase of any Dynamics CRM implementation is to review the User monitoring closely and to ensure user uses the application. It is important that sales people understand the benefits of using Dynamics CRM and help them use CRM for managing their work and customers/ opportunities. With Dynamics 365, Microsoft has introduced following … Continue reading User Adoption and Monitoring in Dynamics 365 Online (CRM)

Microsoft Social Engagement

 Sonali Sharma |  Leave a comment

CloudFronts recently implemented and went live with Microsoft Social Engagement to analyze the reviews of their services using twitter handler @cloudfronts and #askCloudFrontsPM and use it to track Leads in Dynamics 365. So, Microsoft Social Engagement helps to analyze people’s views about the company, product and services on Social Network like Facebook, Twitter and Instagram. … Continue reading Microsoft Social Engagement

Comparison between Yammer and Microsoft Teams

 Sonali Sharma |  Leave a comment

Introduction With new release of Microsoft Teams, CloudFronts decided to analyse and check if Teams could be used for communication within the organization and we figured out few points between Yammer and Teams as which tool can be used as the best to enhance the communication within and outside the organization. Following are some points … Continue reading Comparison between Yammer and Microsoft Teams

Intelligent Time Entry Alerts in PM App

 Sonali Sharma |  Leave a comment

Overview: At CloudFronts, we use our Dynamics 365 PM App to track and manage Projects with Task and Resource Scheduling, Project Billing and Invoicing, Timesheets, Gantt Chart, Time and Expense Entries, User Skillsets and many additional features. We recently implemented an intelligent time entry reminder notification workflow to intimate users about pending time entries with … Continue reading Intelligent Time Entry Alerts in PM App

Document Recommendations in Dynamics 365

 Sonali Sharma |  Leave a comment

Introduction: Document Recommendations are one of the preview feature that is added in Dynamics 365. In this blog let’s see how we can enhance the use of this feature in our Business Requirement. Note: Since it’s a preview feature, it is advised not to use and it is subject to change. So not recommended on … Continue reading Document Recommendations in Dynamics 365

Outlook Integration with Field Service for Dynamics 365

 Shailesh Wath |  Leave a comment

Introduction: This blog explains how to configure work order bookings for Field technicians who need them to show in Outlook calendar. Prerequisites: 1. Dynamics 365 Field Service licenses 2. Office 365 Enterprise E3 licenses Configuration: Enable and Test email mailbox for relevant Users is successful. Working: Below are steps for setting up Outlook Integration with … Continue reading Outlook Integration with Field Service for Dynamics 365

Voice of Customer survey with SMS in Dynamics CRM

 Krishna Bhanushali |  Leave a comment

Voice of Customer is a feature of Dynamics CRM where you can create and send out surveys to gain valuable feedback from your customers about your products or services. Respondents can take your surveys on a phone, tablet, or computer. Anonymous surveys can be triggered in different ways: Email Social sites like Twitter, Facebook or … Continue reading Voice of Customer survey with SMS in Dynamics CRM

Freeing Storage Space in Dynamics 365

 Priyesh Wagh |  Leave a comment

Problem Statement: Data in you CRM is critical and storage space for CRM is expensive i.e. $9.99/GB/Month. Often, CRM space is taken up by Attachments and background data (ex: completed system jobs and it is difficult to realize where our space is being consumed. This blog is about some quick tips to free your storage … Continue reading Freeing Storage Space in Dynamics 365

Cross Company Depreciation

 Sunil Dhing |  Leave a comment

In Dynamics 365 for Operation, user can now start a depreciation run for assets across all legal entities from a single page. There is also a new option to automatically post the journals after they are created. The creation and posting of the journals can be sent to batch processing, allowing the depreciation to run … Continue reading Cross Company Depreciation

Out-of-Box Integration of CRM and Financials Pros and Cons

 Anjali Hemmadi |  Leave a comment

In this article, we are going to walk through the pros and cons of Financials feature of ‘Coupling’ which enables integration of records between Financials and Dynamics CRM. This will help customers understand suitability of using out-of-box Integration. Introduction: Out-of-box Integration enables user to integrate and synchronise data in Microsoft Dynamics Financials record types to … Continue reading Out-of-Box Integration of CRM and Financials Pros and Cons