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The goal of Dynamics Marketing 365 is to provide all the various tools businesses need to successfully market campaigns over different platforms and channels. Its built-in tools can help marketers create and deliver campaigns using simple drag and drop functionality. All of these come with high-end and customized[…]
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Microsoft’s Power BI is an intelligent and interactive platform that lets users analyze, visualize and share their data in an intuitive dashboard. Users familiar with Microsoft Excel won’t require much learning to learn its basics. With its flexible self-service tool, Power BI users will only need a little[…]
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As a business you want to ensure that your cash flow is up to date and that you are collecting any debts effectively. This is where a debt collection process comes in. An effective process is especially important for managing bad debt and ensuring your business maintains good[…]
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When looking for the right debt collection software for you, there are a lot of things to take into consideration. It is not an easy task! We have already touched on the benefits of using a debt collection software, but now we need to consider what key features[…]
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As a business owner, you often find yourself in situations where you have to make quick decisions about your products or services, that ultimately impacts your customer’s experience with your business. Understanding the stages of the sales pipeline and interpreting your sales data is vital for making strategic[…]
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Getting paid for the work you’ve completed can often be challenging, especially if payment to your business has not been made on-time. Managing debt collection is a common problem for many businesses and can greatly impact your cash flow. Having insufficient incoming cash flow impacts: 1) Payment for[…]
Read MoreRecently, I had a customer requirement to use Stripe for processing event registration payments. I knew that with Dynamics 365 Marketing, you have the ability to use a custom gateway but not much documentation was available on the different implementation options or designs. Some good reading though for[…]
Read MoreIn the latest update of the Dynamics 365 Marketing solution, when creating a new blank email, you get the options to add layout components: Layout options in Dynamics 365 This has been a great new addition that customers have been calling for. It allows for a quick and[…]
Read MoreLeads and contacts within your common data service (CDS) environment can come from multiple sources. Some common sources include: Imports from Excel spreadsheets Data integrations Manual user entry All of this could result in your names being inconsistently captured in formatting/capitilisation. For example,your contact or lead could be[…]
Read MoreWhen working with canvas PowerApps, you may have a need to have some date ranges set by default. A typical scenario might be where you have 2 date filters and you want to show records that occured between those date ranges. A scenario I had to work with[…]
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