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Despite the whirlwind of challenges that 2020 brought, the CRM community stayed strong. By continuing to collaborate and share best practices, they’ve been able to help companies move forward despite the turbulent times. An important center of collaboration was the blog posts here at the CRM Software Blog.
What topics were the most popular with our readers in 2020? Technologies and tools that enhance Microsoft Dynamics 365 such as Power Automate, SharePoint, Card Forms, Custom Workflows and Microsoft Teams were hot topics.
Here is a full list of the Top 10 CRM Posts in 2020:
- Send Dynamics 365 Emails from Power Automate
by ACE Microtechnology
Many companies are used to sending emails through a workflow in Microsoft Dynamics 365. This post introduces you to Power Automate, a similar solution within Dynamics 365, but with greater flexibility and customization options. Discover how to send emails and utilize variables in Power Automate.
- How to Setup a Dynamics 365 integration with SharePoint
by Connecting Software
Looking for a straightforward CRM/SharePoint integration? SharePoint integration in Microsoft Dynamics 365 might be the answer. It offers excellent document management and team collaboration. Follow along as step-by-step instructions (with pictures) are provided on how to set up a Dynamics 365 integration with SharePoint.
- Dynamics 365 CRM: Card Forms in the Unified Interface
Card Forms is an exciting new edition to Microsoft Dynamics 365 Customer Engagement. What makes it unique? This post delves into the many features of Card Forms, how to use them, and why it is a superior method for displaying information to users.
- Custom Workflows & Actions in Dynamics 365 Customer Engagement: Key Takeaways
by Uma Kaliaperumal, Crowe
Workflows and Actions are a major part of using Microsoft Dynamics 365. To help you get the most out of your system, Workflows and Actions can be customized to fit the specific needs of your company. This post looks at some frequently asked questions about Custom Workflows and Actions.
- Dynamics 365 Team Member License Changes
Microsoft is tightening up on Team Member Licensing. So if you have Team Member licensing you need to evaluate what specific features each user is currently using in the system and plan for the change. In this post, the new regulations are discussed, what it means for your company, and what steps you can take to ensure you aren’t overpaying for your Microsoft licenses.
- Understanding the Azure Plan vs. Microsoft Azure
by Work 365, IOTAP
There’s been a lot of talk about Azure in the Microsoft community lately. Since partners purchasing a new Azure offer in Partner Center must choose between Microsoft Azure or the Azure plan, what do you need to know about the two provisions? This post discusses key differences between the Azure Plan and Microsoft Azure, as well as important steps you need to take before subscribing.
- Dynamics 365 Enhanced Filtering is Here!
by ACE Microtechnology
Microsoft recently made exciting new updates to its Dynamics 365 filtering capabilities. With some users being frustrated with the limited views in the prior version of Dynamics 365 Unified Interface, the new update provides a better filtering experience for everyone. This post discusses the enhanced new features and how to use them.
- What Happens When You Combine Microsoft Teams With Dynamics 365?
by Connecting Software
Integrating Microsoft Teams and Dynamics 365 can give those already using Dynamics 365 an even better experience. You can organize for better collaboration using “Your teams” in Microsoft Teams, receive information, and even update it while you are working remotely. This post takes a look at the integration of Dynamics 365 and Teams discusses different ways you can start using it today.
- PCF Controls in Dynamics 365 CRM for quick and easy visualization of data on map!
Visualizing Dynamics 365 data on map is one of the core elements for easy implementation of business processes. By viewing where the prospects come from, and which regions need more attention, sales can be seamlessly improved. This post discusses the advantages of PCF controls when utilizing Dynamics 365 data on map.
- 6 Reasons to Use Microsoft Dynamics 365 Customer Insights
by AKA Enterprise Solutions
More than ever before, businesses are looking for new ways to gather and utilize customer data in order to market to them more effectively. This post discusses Microsoft Dynamics 365 Customer Insights. Learn how it works as a customer data tool, as well as 6 reasons why your business should be taking advantage of it.
Looking ahead to 2021
You can stay up to date with trending posts and hot topics for 2021 by visiting www.crmsoftwareblog.com. Sign up for the RSS feed or subscribe to receive new blog posts via email.
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By CRM Software Blog Writer, crmsoftwareblog.com