Preact Receives Microsoft Business Applications 2021/2022 Inner Circle Award
Preact CRM Blog
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1y ago
We are delighted that Preact is now a four time winner of the prestigious Inner Circle status for Microsoft Business Applications. Membership in this elite group is based on sales achievements that rank Preact in the top echelon of the Microsoft’s Business Applications global network of partners. Inner Circle members have performed to a high standard of excellence by delivering valuable solutions that help organizations achieve increased success. 2021/2022 Inner Circle members are invited to the Inner Circle Summit Summit in March 2022 as well as virtual meetings between July 2021 and June 20 ..read more
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Discover Microsoft's Plans for Advanced Integration Between Microsoft Teams and Dynamics 365
Preact CRM Blog
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1y ago
In 2019, there were roughly 20 million Microsoft Teams users. Currently the number is at 145 million and growing. Microsoft have recognised that for a lot of people, Teams is the “new front end” for their working life and its where they often are when collaborating with their colleagues, and communicating with customers, partners and other stakeholders. It also means that many find themselves constantly switching from Teams to the source of their data, and back, in order to effectively communicate. However, this isn’t efficient as the flow of work is disrupted. During the first day of Micros ..read more
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Microsoft Dynamics 365 Case Study - Interaction
Preact CRM Blog
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1y ago
Interaction are workplace design and fit-out experts. Since 1992, the company has been meeting the needs and aspirations of its clients by creating unique workplaces that enhance an organisation’s culture, values and employee wellbeing. Following, its deployment of Microsoft Dynamics 365, we spoke to Interaction’s Business Systems Manager, Mike Borne and Head of Marketing, Toby Brown. Why did Interaction look to implement a new CRM system? Our business development team were using Insightly to manage our accounts, contacts, leads and opportunities. This was ok for what we originally needed b ..read more
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5 Benefits to Managing Online Events with Dynamics 365 Marketing and Microsoft Teams
Preact CRM Blog
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1y ago
Whether it is webinars, training or networking events, audience expectations for online event experiences continues to rise. This includes creating and promoting an event, providing a smooth enrolment process, as well as an engaging live event experience and timely follow-ups. Microsoft Dynamics 365 Marketing includes native integrations with Microsoft Teams to provide a robust platform for hosting online events. This can remove the need for a separate third-party webinar platform and allows all the elements of a online event to be managed from within Dynamics. Top 5 Benefits to Using Micros ..read more
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Previewing the 2021 Release Wave 2 for Dynamics 365 & Microsoft Power Platform
Preact CRM Blog
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1y ago
Microsoft has now published release plans for its second major cloud update wave of 2021 covering Dynamics 365 and the Power Platform. 2021 Release Wave 2 will bring new capabilities to these products and across the platform, and this is scheduled to roll out between October 2021 and March 2022. 2021 Release Wave 2 Timeline Release Plans Download the official Microsoft release plans to find out about the new capabilities arriving in the 2021 Release Wave 2 for Dynamics 365 and the Power Platform. Dynamics 365 [PDF] Power Platform [PDF] Early Access Preview From 2nd August, adm ..read more
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How Dynamics 365 Marketing Segments Compare with Marketing Lists
Preact CRM Blog
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1y ago
An important difference between Dynamics 365 Marketing and the marketing capabilities of Dynamics 365 Sales is the process for defining campaign audiences. Marketing Lists use Advanced Find queries to determine members for contacts, accounts or leads. Queries can reference field values for any searchable data across related tables/entities stored in Dataverse. Once created, lists can be used in Quick Campaigns. In Dynamics 365 Marketing, Segments are used to define a target audience that will be applied to a customer journey. Each segment is a collection of related contacts which can be use ..read more
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How to Extract Dynamics 365 Data & Save On Cloud Storage Costs
Preact CRM Blog
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1y ago
Large volumes of emails and attachments are the most frequent reasons why Dynamics 365 customers need to increase cloud storage capacity, but these can be stored in a more cost-efficient way. By default, the data displayed in Dynamics 365 Online is held in Dataverse (formerly known as the Common Data Service) which securely stores and shares this across Microsoft Business Applications. Based on the type and volume of Dynamics 365 licenses purchased, each organisation has tenant-wide cloud storage entitlements which include defined capacities for database and files. If an organisation’s file ..read more
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How Microsoft Power Apps Partner Portal template helps you manage Partner relationships
Preact CRM Blog
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1y ago
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How to Optimise your Web Portal to Follow Accessibility Best Practice
Preact CRM Blog
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1y ago
Accessibility in regards to web design looks at inclusivity for users with different disabilities and impairments, and how well they can navigate web content. It is a crucial consideration when approaching website design. This includes self-service web portals, which are a great way of allowing external members of your community to interact with your business and securely share your Dynamics 365/Power Apps data. Why is web accessibility important? Ultimately, web accessibility is about creating an inclusive space where everyone has equal access to information and functionality. With 1 billion ..read more
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Power BI Goals
Preact CRM Blog
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2y ago
Goals in Power BI is a data-driven method of measuring key business goals, which takes a more collaborative approach. Microsoft wanted to address the disconnect between data sources and goal tracking. So they have answered with Goals, which is currently in public preview for Power BI Premium users. Power BI Goals introduces a new artefact called a Scorecard, where all the different goals and sub-goals tracked are collated for a unified view of all the important business metrics. In Power BI, under the “Goals” tab users can see goals important to them and goals they’ve previously engaged with ..read more
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