Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Last year, we announced that Microsoft Dynamics Marketing would no longer be sold to new customers starting November 2016. Microsoft has made the decision that Microsoft Dynamics Marketing will be discontinued as of May 15, 2018. With the discontinuation of service, Microsoft suggests customers explore a few options that may serve their on-going marketing needs,…

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Launching the New ideas portal for CRM

We are excited to announce that today we launched the new ideas portal for CRM and its family of products. Help us to improve Microsoft Dynamics CRM and its family of products and solutions by discussing ideas, providing suggestions, and giving feedback. This tool uses the ideas module of our community portal solution with Microsoft…

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3 easy ways to a better mobile experience with Dynamics CRM 2016

Level up your mobile experience with these new features in Microsoft Dynamics CRM 2016: Custom controls—like switches, input masks, and the pen control—to help you create a more intuitive interface for your users Form preview for mobile devices so you can see how your changes will look on tablets and forms before you save them…

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Preview feature: Set up Cortana integration

We’re introducing Cortana integration to help salespeople keep track of important CRM activities. CRM Online 2016 Update embeds sales activities, accounts, and opportunities into Cortana to surface what’s most relevant to salespeople at any time. Cortana integration is available as a Preview feature to organizations that use CRM Online 2016 Update. We expect changes to…

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Preview feature: Voice of the Customer surveys

Voice of the Customer surveys is out of preview and is now a feature in Microsoft Dynamics CRM Online 2016 Update 0.1. With Voice of the Customer, you can create and send out surveys to get feedback from your customers about your products or services. Respondents can take the surveys on a phone, tablet, or…

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Collaborate across your organization with Office 365 Groups

Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done.  You can use groups to collaborate with people across your company, even if they don’t have access to Microsoft Dynamics CRM Online. For example, you can create a group for your sales team and…

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What are task flows and how do they compare to other tools in Dynamics CRM?

What is a task flow? Task flows are a new way of interacting with Microsoft Dynamics CRM, allowing users to focus completely on the work at hand. With this new type of business process flow, you can easily create guided interactions for your CRM users, giving them experiences with just the information they need so…

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Creating and customizing task flows

In this post, I’ll show you how to create new task flows to enable your users to quickly accomplish key mobile business tasks. Enabling task flows A quick disclaimer before we begin: task flows have been released as a preview feature for Dynamics CRM Online 2016 Update only. For more information about preview features, see What…

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The new light-weight CRM App for Outlook

What is it? With no installation, no configuration, and no additional log-in steps, you can now quickly track your important customer emails directly within Outlook, whether on your PC or Mac running the desktop version of Outlook, or on the go through Outlook Web Access on your laptop or phone (Windows, Android, or iOS). You…

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