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Author Archives: Genna Joudrey

How to Create Analysis Reports in Dynamics 365

How to Create Analysis Reports in Dynamics 365 By GENNA JOUDREY Analysis reports in Dynamics 365 are custom reports based on records of your posted transactions. Sales managers can analyze turnover and KPIs, whereas purchasers can study volumes and pricing. Within … Read More

Advanced Specializations: The Partner PhD

Advanced Specializations: The Partner PhD By GENNA JOUDREY An advanced specialization is a way to differentiate your organization, demonstrate expertise, and build stronger connections with customers. Microsoft recommends getting involved if you are a partner with an active gold competency who demonstrates in-depth knowledge … Read More

4 Ways Dynamics 365 Human Resources Helps Build a More Successful Workforce

4 Ways Dynamics 365 Human Resources Helps Build a More Successful Workforce By GENNA JOUDREY As you can see from this blog title, starting February 2020, Dynamics 365 for Talent will officially be renamed to Dynamics 365 Human Resources. Microsoft states that … Read More

How to Use Job Queues to Schedule Tasks in Dynamics 365

How to Use Job Queues to Schedule Tasks in Dynamics 365 By GENNA JOUDREY In Dynamics 365, job queues enable users to schedule and run specific reports and codeunits. An example of when you would want to run a job queue is … Read More

What’s an Organization Without Organized Employees? Here are the 3 Platforms Our Marketing Team Uses Daily

What’s an Organization Without Organized Employees? Here are the 3 Platforms Our Marketing Team Uses Daily By GENNA JOUDREY I get it; every company operates differently. Each organization has several factors that come into play when deciding which technology platforms best fit their team. For our own Marketing team at … Read More

How to Audit Data and User Activity in Dynamics 365

How to Audit Data and User Activity in Dynamics 365 By GENNA JOUDREY Dynamics 365 Customer Engagement is a leading cloud-based customer relationship management, or CRM, the solution that can drive sales, increase productivity, and improve marketing efforts through business intelligence. … Read More

3 Examples of How Dynamics 365 + Power Platform = Success

3 Examples of How Dynamics 365 + Power Platform = Success By GENNA JOUDREY It can be agreed upon that all organizations are wired differently, even if they share the same industry. While this statement is true, most companies will still face similar challenges. One of the biggest problems that … Read More

Meet DCG

Meet DCG By GENNA JOUDREY Welcome back readers! We are now on our ELEVENTH installment of our ‘Meet DCG’ series and we are so glad to get back into it. We hope you didn’t mind our brief delay in producing another one, but … Read More

6 Steps to Creating a Custom Connector

6 Steps to Creating a Custom Connector By GENNA JOUDREY If you frequently use Azure Logic Apps, Power Automate, or PowerApps, you are probably familiar with the abundance of connectors available. A connector is a proxy or a wrapper around an API that allows … Read More

May the (Sales) Force be with You, Microsoft

May the (Sales) Force be with You, Microsoft By GENNA JOUDREY If you haven’t heard the news, Salesforce officially named Microsoft Azure as its public cloud provider for their Marketing Cloud. The corporation feels that the integration between Salesforce Sales, … Read More