Microsoft Dynamics 365 is a powerful cloud-based platform that provides a wide range of business solutions for Sales Force Automation, Marketing Automation, Field Service, Customer Service and Customer Portals (CRM); Finance, Manufacturing, Distribution, and Operations (ERP); and many other areas of business productivity (Cloud).

At Endeavour Solutions, it all starts with a good design.  The focus of our consulting team is to help you succeed.  To do so involves a validation of your needs matched with the right products (subscriptions) and a phased approach to configuring and building apps on top of the Dynamics 365 cloud-platform using Dynamics 365 and Microsoft Power Apps.

CRM App for Outlook

Microsoft Dynamics 365 for Sales (CRM), has the tightest and best integration available for Microsoft Outlook 365, Exchange Online and the rest of Office 365.  The Outlook App brings the power of Dynamics 365 CRM right into and alongside your e-mail.  Combined with the Microsoft AI and machine learning, your Dynamics 365 CRM can read your e-mail and automatically (out-of-the-box) bring up CRM records based on matches in an e-mail address and designated key-words.  

Adding new contacts, tracking e-mails, attaching key e-mail correspondence to Opportunities, Contacts and Accounts is a breeze with the Dynamics 365 app for Outlook.
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Power Automate (Microsoft Flow)

Microsoft Power Automate (formerly Microsoft Flow) is a powerful user-driven application for creating simple and mildly complex integrations between Dynamics 365 CRM and other external applications or web-forms.  Flow also serves to automate key workflow tasks based on a variety of ‘triggers’ including date/time, field changes, and keywords.  It’s a great tool to create online lead generation forms and online surveys that automatically update or create a new lead or CRM record.  

Flow can also be used to integrate data from external systems into Dynamics 365 for reporting and custom entities, thus allowing for the ‘no-charge’ Power BI embedded dashboards to report on data imported into Dynamics 365 for CRM, such as external sales quota numbers and other important performance metrics.  
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Microsoft PowerApps is a cloud-based development tool and platform that allows Business Analysts and developers to create their own custom applications without the need for coding.  Dynamics 365 users can create apps for any device, incorporating a wide variety of controls including cameras and location.  PowerApps developers can start from a sample app showcasing common business scenarios, like expense reporting or site inspections, or users can create their own complex applications using PowerApps as their development platform of choice.

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Power BI for CRM

Microsoft Power BI is Microsoft’s leading cloud-based Business Intelligence tool, serving up a strong array of out-of-the-box sales and service dashboards as well as the opportunity for user-driven analytics and reports.  Power BI comes pre-embedded within Dynamics 365 for no additional cost when analysis dashboards and reports are based on content and data contained within your CRM. 

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If you have any questions, our dedicated team of CRM Consultants are on hand to help you