How to configure bulk deletion jobs in Dynamics 365

Microsoft Dynamics 365 Customer Experience Analyst: Implement Business Process Flows. 👉 Read the full article https://lnkd.in/dayEwJuH This article explores: The purpose and value of Business Process Flows in Dynamics 365 Key design and configuration considerations Best practices for aligning flows with organizational objectives I hope this resource is helpful for professionals seeking to enhance process consistency and customer engagement in Dynamics 365. #MicrosoftDynamics365 #PowerPlatform #BusinessProcessFlows #CRM #CustomerExperience #ProcessAutomation #MB280

How to configure Business Rules Business Rules are a game-changer for quickly adding logic to forms in Dynamics 365 and the Power Platform — without writing code! 📖 Read the full article here: https://lnkd.in/dnmNudFJ #MicrosoftDynamics365 #PowerPlatform #Dataverse #CustomerExperience #BusinessRules #LowCode #Dynamics365Tips #PowerApps #CRM #D365 #MB280

“Microsoft Dynamics 365 Customer Experience Analyst: Configure Connections and Connection Roles.” Connections and connection roles are powerful features in Dynamics 365 that help you establish and track relationships between records, giving teams a clearer view of customer interactions. In this article, I’ve explained how to configure them step-by-step, along with practical tips to make relationship management more effective. 🔗 Read the full article here: https://lnkd.in/dwd4H3Fj #MicrosoftDynamics365 #CustomerExperience #Dataverse #PowerPlatform #CRM #Connections #ConnectionRoles #BusinessApplications #Dynamics365Tips #CustomerEngagement #MB280

Microsoft Dynamics 365 Customer Experience Analyst: Maintain Classic Workflows in Dataverse. Classic workflows may be considered “legacy,” but they’re still powerful for automating routine business tasks in Dynamics 365 & the Power Platform. In this post, I’ve shared guidance on maintaining them effectively — covering configuration, monitoring, and when to consider upgrading to Power Automate. 👉 Read it here https://lnkd.in/d7qpHARu #MicrosoftDynamics365 #PowerPlatform #Dataverse #CustomerExperience #Dynamics365 #ClassicWorkflows #BusinessAutomation #LowCode #CRM #MB280

CRM isn’t just about Sales. It’s a complete business system with modules for Sales, Marketing, Customer Service, Field Service, and Project Operations. Each module connects together like a puzzle 🧩 to give a full customer journey view. #Dynamics365 #CRM #DigitalTransformation #dynamics365crm #businesssolutions Microsoft Learn Microsoft Dynamics 365

In my last videos, I talked about why CRM matters and why it’s not just like Excel. This time, I wanted to go deeper and share what’s actually inside a CRM, the different modules that work together like a puzzle 🧩 to cover the full customer journey. From Sales and Marketing to Customer Service, Field Service, and Project Operations; Dynamics 365 CRM connects it all in one complete system.

Simplest Way to Clone Any Record in Dynamics 365 CRM with Ease! https://bit.ly/4687N5Z #Dynamics365 #CRM #Click2Clone #RecordCloning #DataManagement

How a Microsoft Dynamics 365 Customer Experience Analyst can create or modify a table in Dataverse. This step is fundamental for shaping the data model to meet evolving business needs and ensuring flexibility in solution design. 🔗 Read here: https://lnkd.in/dUAXVtp6 #MicrosoftDynamics365 #PowerPlatform #Dataverse #CustomerExperience #CRM #BusinessApplications #DigitalTransformation #MSDyn365 #MB280

Boost productivity with Focused View in Microsoft Dynamics 365 I recently explored this great article on how to configure Focused View in Dynamics 365 Customer Experience. It’s an excellent guide for analysts, admins, and solution architects looking to simplify their workspace and keep the most important records front and center. Check it out: https://lnkd.in/dxGYCwGx #MicrosoftDynamics365 #Dynamics365 #CustomerExperience #PowerPlatform #Dataverse #Productivity #FocusedView #BusinessApps #CXAnalyst #SolutionArchitect #CRM #WorkSmarter #MB280

Feeling the pain of scattered customer data and slow processes? It's a common challenge for many SMEs. When you're trying to grow, the last thing you need is a lack of visibility across your teams. One of the most impactful benefits of Dynamics 365 CRM is its ability to help you deliver better customer experiences. With Dynamics 365, your team gets a complete view of every customer interaction. This means you can personalise communications, build stronger relationships, and respond faster to enquiries or issues. For example, a training provider might use it to tailor outreach to a learner based on their history, which increases engagement and reduces drop-offs. If you're struggling with disconnected systems or planning for growth, Dynamics 365 CRM can help you gain clarity and improve processes. At Nectra Consulting, we support SMEs across various sectors to get the most from their CRM. Considering Dynamics 365, or just want to understand how it could support your business? Get in touch with our team today: www.nectraconsulting.com #nectraconsulting #MSDyn365 #MSDyn365CE #MSDyn365CRM #crm #customerexperience #smebenefits