Tag: Dynamics 365
My previous post Test Driving a New Course introduced Managing Customer Engagement with Microsoft Dynamics 365 from Microsoft Learning. Here I discuss my journey traversing the remainder of the course. Managing Customer Engagement focused on the capabilities of the Sales and Customer Service modules of Dynamics 365 and briefly discussed Field Service, particularly in the … Continue reading Course Results
or: Decoding MS-Speak It seems that the fairly recent change in targeted audience for Dynamics 365 has prompted Microsoft to develop a free online course. Managing Customer Engagement with Microsoft Dynamics 365 from Microsoft Learning is weighted towards sales, which admittedly isn't really my bag, but the course content seems to be well thought out … Continue reading Test driving a new course
Using my first Dynamics trial simply as an open-ended exercise in exploration, quite a few things are worth noting before getting into customising the solution to meet your needs. What you can see Playing with the dummy data and adding your own allows you to appreciate the work that has gone into the development of … Continue reading Getting Dynamic with Dynamics
Activating my 30-day trial was a reasonably stress-free experience, despite a brief connection glitch. There are a number of different paths over the interweb to reach the setup screen, but a quick search will find what you need. Dynamics is very sales-orientated so only this module is initially selected to activate, but selecting the complete … Continue reading 365 Go…
My investigation into Dynamics 365 is already exciting. This product has a sleek UI converging across all the MS Office products, closely resembling OneDrive and Office 365 -- no surprise there -- and newer versions of Office on the desktop. It looks a lot like LightSwitch too. At the moment, I'm absorbing training videos from … Continue reading 365 Investigation
The time has finally come for me to admit it. I don't want to but it must be faced. My beautiful, homegrown CRM -- including Timesheets and Invoicing modules -- is no longer fit for purpose. There it is. The reasons behind this issue are many and varied. For dull but intricate reasons the backend … Continue reading a natural end…
