The C2 Blog

This blog demonstrates how to import related records in Dynamics 365 where there are two way relationships between the entities e.g. A Contact works for an Account and an Account has a Primary Contact. To address this requirement we will demonstrate how to import both Accounts and Contacts in Dynamics 365 at the same time using Excel spreadsheets.

Email Engagement is one of the core features of the new Relationship Insights Suite for Dynamics 365. It enables Dynamics 365 users to better track email communication engagement with customers and prospects, with valuable engagement insights.

C2 recently delivered a webinar to showcase how organisations can transform their operations using Microsoft Dynamics 365 (CRM). This webinar was tailored for educational associations, institutes, and societies that have membership management at the heart of their operations.

The Relationship Assistant provides features that track behaviours and collect information about contacts to generate a collection of action cards that are displayed on the user’s dashboard as a notification for upcoming deadlines, delays and task reminders.

In this blog we will introduce you to business apps, and what you can do with them. It is a general overview of the functionality that will give you enough information to understand the benefits of this new feature as well as some points to keep in mind. A business app is a new way to give access to entities, forms, views, dashboards and navigation that are relevant to the user the app is targeting.

Anyone that has used Business Rules to customise a form within Dynamics CRM knows that there is a missing capability to show and hide Tabs based on field values. This article we will share a way to do this with some standard javascript functions and customisation.

The launch of Dynamics 365 last year has revolutionised the business transformation options for organisations across the globe. For existing Dynamics CRM Online Users who currently have a subscription, the transition to Dynamics 365 won’t affect you until your existing subscription expires.

Relationship insight is a new key feature that is backed by artificial intelligence that is built-in to Microsoft Dynamics 365. It collects data from a variety of sources from Microsoft's software ecosystems such as office 365, and the Dynamics 365 suite to provide a 360-degree view of the customer.

The addition of editable grids functionality within Microsoft Dynamics 365 provides users with rich inline editing capabilities on web and mobile devices; including the ability to group, sort, and filter data within the same grid.

A building societies first priority is a customer’s interest, which is why it’s vital to have an effective Customer Relationship Management (CRM) system in place, to meet the needs of the business processes for their customers. Multi-channel CRM implementations can be successful within building societies if they assess the current positions, align plans accordingly, involve everyone, and truly put the customer first.

Give your Dynamics 365 interface a new look for 2017! If your CRM has custom entities it is good practice to use icons that resonate. Offering a second bundle pack of icons that are ready to use in Dynamics 365.

If you are looking for a CRM system that can grow along with your business and its ever-changing needs then Microsoft Dynamics 365 is your next CRM solution. This blog offers a step-by-step video demonstration on how to set up a 30 day free trial of Microsoft Dynamics 365.