HomeCategoryTips & Tricks Archives - Dynamic Consultants Group - Blog

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Finding qualified leads is debatably the biggest challenge for Sales and Marketing teams. However, if we look at a typical marketing budget, there is rarely a line item for lead generation. While we know that this is an important goal for all Microsoft partners, how much of a company’s budget is spent on custom retention? This blog explains why customer retention should be your main focus when dealing with lead generation. Microsoft is the first...

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Microsoft is always looking for the next way to help partners accelerate deal conversion and digital transformation. The Partner Investments Engine, or PIE, offers is one way that allows Microsoft partners to get the ball rolling with their customers. PIE offers are fixed sum investments paid for service engagements with end customers. Typically, they are funded with End Customer Investment Fund, or ECIF, dollars, and are used for pre-sales activities and post-sales implementation. This blog post will provide more insight on why the Dynamics 365 Everywhere PIE Offer is so valuable to Microsoft partners. Partner Investment...

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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 if you want to run the sales statistics report on a weekly basis. This would allow management to track sales by the salesperson each week. This blog post will explain how to set up background posting with job queues, how to create a job queue entry for batch posting, and...

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I don’t think it’s a secret that content marketing makes a major impact when it comes to running a successful business. What exactly is content marketing, you say? It is a digital marketing strategy where companies create their brand’s content for an ideal consumer profile. The goal is to use the material to drive organic website traffic, increase qualified lead generations and empower your sales team to close more deals at a faster pace.   A big mistake marketers and founders make...

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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 DCG, we have found that our project management skills have sharpened, and overall productivity has increased by using Airtable, ClickUp, and Buffer. Our company works with Microsoft partners, but regardless of the industry, we feel that these three platforms can provide value for your team. However, if you are a Microsoft partner, the applications listed below can directly integrate with most...

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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 the underlying service to talk to different platforms. They provide a way for users to connect their accounts and leverage a set of pre-built actions and triggers to build apps and workflows. However, there may come a time where you want to call APIs, services, and systems...

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Overcoming difficult conversations is never easy or done lightly. There comes a time in every profession when a conversation turns from rainbows to muddy puddles. In my experience, this happens frequently during IT projects. How we handle ourselves when this happens, may impact our day and even our careers. This article will explore how to navigate these difficult conversations. It will help you realize that the same rain that brings the rainbows created your muddy...

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If your company has made the move to an ERP, or Enterprise Resource Planning system, you may still be trying to figure it all out. There are several technical considerations that an organization needs to consider before jumping to a conclusion on best practices. One of the biggest decisions a company will have to make is choosing between a single or multi-tenant approach. Depending on which architecture type is determined, the impact it has on...

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This year at User Group Summit, several sessions provided real value to Microsoft partners. One session that really stuck out to me was the “Top 10 Pro Tips to ‘Beautify’ Dynamics 365,” led by Gus Gonzalez. Gonzalez is a Solution Architect in the Dynamics 365 space, and currently has eight “Microsoft MVP” awards. It’s safe to say he knows his stuff. I am going to list the top 10 pro tips that Gonzalez shared with...

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Still using the old solution designer interface? Perhaps, you can’t find the new solution designer interface, or you are like me and just find comfort in the familiar. However, I am here to tell you the new interface is worth the find and a wonderful update to the Dynamics 365 for Customer Engagement (D365CE) world. Another point of confusion may be wondering which environment you are working in. Is it an environment in Dynamics 365...

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