BETA

# D365CE / CRM
CONTENT

...
...

Click2Clone - Copy/Clone Dynamics 365 CRM Records

Click2Clone is a productivity app to clone/copy Dynamics 365 CRM/Power Apps records from any OOB as well as custom entities to another record.

...
...

Click2Export – Schedule & Export Dynamics 365 CRM Reports/CRM Views/Document Templates

Click2Export is a productivity app which provides easy user experience of exporting any of the Reports/CRM Views/Document templates in just one click.

...
...

10 Minute Mondays: The Dynamics 365 Maker Experience (Power Apps)

If you haven't made the switch to the Power Apps Maker Portal, then check out this great video from Heidi Neuhauser shares on the differences between the Classic Solution Designer and the new Power Apps Maker Portal.

...
...

Email Marketing Benchmarks Report

Not sure how your email marketing metrics compare to others in your industry? Download our Email Marketing Benchmarks Report to see how your email strategy success compares to others and get guidance on how to improve. 

...
...

Marketing Platform ROI Calculator

Looking to invest in a new marketing automation platform? Leveraging our Marketing Platform ROI Calculator, you can estimate your necessary open rates, conversion rates, cost per conversions, list size and more to understand your return on software investment. Plug in your customized numbers and we’ll email you the results.

...
...

Email Strategy, Video How Tos, and More

Want to entertain yourself with ongoing advice on everything from marketing automation best practices to email strategy, CRM tactics and more? Check out our blog for the latest.

...
...

See the emfluence Marketing Platform for Microsoft Dynamics in action.

Want to see how our integration to Microsoft Dynamics works before you take the next step? Watch our quick video walkthrough of our hybrid marketing automation solution, featuring the emfluence Marketing Platform and Microsoft Dynamics.

...
...

The Ultimate Strategy Guide to Microsoft Dynamics and Marketing Automation

Download our guide to creating seven of our favorite (and best performing) marketing campaigns leveraging Microsoft Dynamics and the emfluence Marketing Platform. You’ll learn how to communicate with stakeholders, architect your data for success, and build the campaigns inside.

...
+3
...

MB600 Study Group - D365 & Power Platform Architect Exam Prep Session 11

Join a cast of moderators as they lead us through a review of the material associated with this certification exam. Content will cover Microsoft's exam guide (found here: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-600). Each week we'll cover a section of the material and discuss the items we believe most pertinent to the exam. This is a collaborative study group - while we have moderators lined up we are always open to questions, insights and knowledge from all participants!

...
...

Listen to the latest DAC Podcast with Gill Walker, CRM Success Catalyst

Gill Walker, CRM Success Catalyst with Opsis, chats with Aaron Back, DAC Director, about Dynamics 365 certifications, training, keeping up with the many application changes, and much more!

...
+1
...

CRMUG Meeting for Jan 28, 2021

Heidi Neuhauser, D365 All-Star, shares "Get to know the Model-driven App designer", and Natalie Jackson, Marketing Director for emfluence, speaks on "What Makes the Perfect CRM Record"

...
...

AI in Marketing and Sales: Why Businesses Must Integrate AI into their CRM?

Most companies are missing out on the advantages of leveraging AI in their CRM systems. Many times AI can surface data or actionable insights that would typically be missed causing downstream impacts on critical business decisions. This article highlights the needs for infusing AI into your CRM systems.