This blog was originally published in July 2022 and has been rewritten to reflect the latest enhancements to Goals in Dynamics 365, ensuring the most up-to-date insights and best practices. Setting and monitoring goals are fundamental practices for organizations...
While many companies use Dynamics 365 to track leads, opportunities, and contacts, many still create quotes in Excel spreadsheets. This blog aims to demonstrate why your company should create quotes in Dynamics 365. This blog is part 6 in our series about forgotten...
One of the most overlooked yet powerful features of Dynamics 365 CE is Territory Management. Territory Management is available in Sales, Customer Service, Field Service, Project service Automation, and Marketing. This blog is part 5 of our series on Forgotten Features...
As part of the 2022 Release Wave 2, Microsoft has announced the launch of a new version of sequence designer. The new sequence designer will be made generally available in October 2022, but early access is now available. Features of the New Sequence Designer The new...
Peanut butter and jelly, cookies and milk, grilled cheese and tomato soup – some things are good alone, but when combined with something else, are outstanding. That is how Dynamics 365 and Outlook are. Dynamics 365 and Outlook work seamlessly together to make it...
At enCloud9, we have been writing about forgotten features in Dynamics 365. In this second part of our series on forgotten features in Dynamics 365, we discuss Kanban Boards. Kanban Boards are not really a forgotten feature, but maybe more of a feature that is not...
Written By:
Kristin Caniglia
Kristin Caniglia
Kristin Caniglia joined enCloud9 in 2015 as an Accounts and Marketing Manager. She uses her skills to deliver an awesome client experience as well as publicize the Services that enCloud9 provides. When not working, she likes taking care of her garden and riding her bike on the Omaha trail network.
Kristin Caniglia
