In digital marketing, email is a powerful tool. However, for your campaigns to work, your email lists need to be high-quality and legitimate. Recently, some clients have asked if it’s okay to use a purchased email list with ClickDimensions Marketing Automation. The answer, however, is a clear No! Here’s why you should avoid it. 1. […] The post Why You Should Avoid Using Purchased Email Lists with ClickDimensions first appeared on enCloud9 | Dynamics 365 Consultants ..read more

Dark mode is popular among computer users for many reasons, including reduced eye strain, increased readability and possibly increasing the battery life of your devices. Some people just think it looks cool! Dynamics 365 has not had a dark mode option, but previously you could use themes to simulate dark mode. While doing some research […] The post [How To] Enable Dark Mode in Dynamics 365 CE (Power Apps too!) first appeared on enCloud9 | Microsoft Dynamics 365 CRM Consultants ..read more

A professional email signature is essential for consistent branding and effective communication. If you’re using Dynamics 365 Customer Engagement (CE), setting up and managing your email signature is a straightforward process. Follow these four steps to create and deploy your signature with enCloud9’s guidance. Step 1: Access Your Dynamics Personal Settings The first step in […] The post [How To] Add Email Signatures in Dynamics 365 first appeared on enCloud9 | Microsoft Dynamics 365 CRM Consultants ..read more

While we all understand the core sales entities (Lead, Account, Contact and Opportunity) in Dynamics 365 CRM. one of the more underappreciated entities that can be a valuable piece of data is the Competitor. The competitor entity is used to store information about the companies that you regularly find your organization selling against. Let’s say […] The post [How To] Dynamics 365 Competitor record best practices first appeared on enCloud9 | Microsoft Dynamics 365 CRM Consultants ..read more

The Problem Perhaps you have noticed a new feature in Dynamics 365 CRM that has works like this – you create a new record – say an account. You fill in the important data, and as you try to save your record, you get a tool bar message and a pop-up message letting you know […] The post [How to] Turn off Copilot Form Fill assistance in Dynamics 365 first appeared on enCloud9 | Microsoft Dynamics 365 CRM Consultants ..read more

Accidental deletions are an inevitable part of managing data, and Power Platform finally provides a robust solution to recover from such mishaps. The capability to restore deleted table records is a critical feature for administrators, ensuring that valuable data is not permanently lost due to human error. In this blog, we will delve into the […] The post [How To] Use the Dataverse Recycle Bin in Dynamics 365 first appeared on enCloud9 | Microsoft Dynamics 365 CRM Consultants ..read more

Booking the next call while you’re still on the current call is a powerful habit to keep your sales pipeline flowing. This practice ensures continuity and shows your commitment to the prospect, making it less likely for them to drop off your radar. The majority of people will agree to schedule a meeting, some will request more information first, and a few will decline. By aiming to secure the… Source ..read more

In today’s business world, quick access to and analysis of data is crucial. Dynamics 365 provides a robust solution for managing customer relationships and business operations, and one of its standout features is the ability to create personal views. These customizable views enable users to tailor data displays to their specific needs, boosting productivity and improving decision-making. Source ..read more

Most of us have faced the frustrating scenario of repeatedly explaining our problem to multiple support representatives. Imagine if your issue was documented the very first time you called, eliminating the need to repeat yourself. With Case Management in Dynamics 365, a case is initiated at the start of a customer’s issue or problem. Every note and action taken to resolve the problem is… Source ..read more

Customer Insights provide a comprehensive view of customer data to better understand their needs and behaviors. In Dynamics 365, Unified Customer Profiles are found in the Customer Insights module. This feature combines data from various sources to create a complete view of each customer, including their interactions, purchase history, and preferences, helping businesses personalize their approach. Source ..read more