How to configure Focused View in Dynamics 365 for better productivity

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

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: 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

Just read an insightful post on “Differentiate View Types” in #Dataverse — a must-read for anyone working with #Dynamics365 CE. Views in Dataverse are more than just lists — they shape how data’s presented and consumed. System Views, Personal Views, Public/Custom System Views, Associated Views, Lookup Views, Quick Find Views… each serves a unique purpose. By picking the right view type, makers and admins can balance usability, consistency, and performance. If you want to make your data more accessible, streamline user experience, and reduce clutter, this article is gold. Check it out: https://lnkd.in/dZMgkQzd #Dynamics365 #PowerPlatform #D365 #CRM #DataverseTips #CustomerExperience #LowCode #TechInsights #MB280

💡 How One Client Saved 30% of Their Time With Dynamics 365 A while ago, I worked with a mid-sized service company that was struggling with scattered customer data. Sales was using Excel sheets Support was tracking issues on email Management had no real-time visibility The result? Missed opportunities, delayed responses, and frustrated customers. We implemented Dynamics 365 Customer Service + Power Platform automation: ✔ Unified customer records ✔ Automated case assignment & notifications ✔ Built dashboards for management visibility 🌟 Within 3 months, the company reported: 30% faster response times to customers More accurate sales forecasts A much happier support team (no more juggling 10 tools) The lesson? 👉 Technology is not about “adding more tools.” It’s about building systems that work for people. I’d love to hear: Have you experienced challenges with scattered systems in your business? #Dynamics365 #CRM #DigitalTransformation #PowerPlatform #BusinessGrowth

Managing data efficiently is critical for keeping your CRM environment healthy, secure, and optimized. In this post, I walk through how to configure bulk deletion jobs in Dynamics 365, ensuring that outdated or unnecessary records don’t slow down performance. Check it out here 👉 https://lnkd.in/dV8DHSkB #MicrosoftDynamics365 #CustomerExperience #PowerPlatform #Dataverse #BulkDeletion #CRM #MB280

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

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

How to embed Power BI dashboards, reports, and tiles directly into Microsoft Dynamics 365 Customer Engagement. This capability makes it easier for analysts and decision-makers to get real-time insights without switching between systems — improving efficiency, collaboration, and customer experience. If you’re a Microsoft Dynamics 365 Customer Experience Analyst, this is a must-know skill to bring data and actions closer together. Check out the full article here: https://lnkd.in/dxvgY_BG #MicrosoftDynamics365 #CustomerExperience #PowerBI #BusinessIntelligence #DataDriven #PowerPlatform #CRM #MB280

From manual processes to streamlined efficiency: Resin Products Ltd embraced digital transformation with Avrion’s tailored Dynamics 365 solution. Discover how we helped them reduce admin time and improve customer service. 👉Customer Success Story: https://lnkd.in/eaSRn92J #DigitalTransformation #BusinessGrowth #BusinessStrategy #CRM #Dynamics365