This tip comes from Amy Pritts. Send your tips to jar@crmtipoftheday.com. One of the really cool features of Microsoft Social Engagement is the ability to automatically create records in CRM from social posts. However, you should be aware that there are several steps to make this work. To automatically create D365 records from MSE posts, […]
My British colleague Chris Huntingford recently shared with me his proven method of selecting good monitoring terms for Microsoft Social Engagement. We’ll call it the Huntingford Method: Identify the channels that are being used most. Get sample posts, emails and blog snippets Plonk those into a word cloud type app / Excel file to identify […]
LinkedIn recently released a new Dynamics CRM integration for LinkedIn Sales Navigator. This solution allows users to send InMail directly from Dynamics CRM and access company and profile data from CRM accounts, leads, and contacts. Download the managed solution Get the installation guide Read Bob Stutz blog post announcing the integration What you need to know […]
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