2016 Dynamics Customer Event

Come network with your peers and enjoy Ballast Point’s freshly brewed beer and appetizers at the 2016 Dynamics Customer Event! See what’s available in the latest releases of Dynamics AX, Dynamics GP and Dynamics CRM.
What else will I see at the event?

  • Roadmap and newest product releases for Dynamics
  • Introductions to Avalara and Solver
  • Microsoft Device Bar
  • Appetizers, wine and beer!

Interact with Microsoft and Tridea Partners as you learn how you can extend your Dynamics Solutions.

Increase Sales and Revenue Dramatically with Dynamics CRM

Tridea Partners was honored to be endorsed by Microsoft and the US Small Business Administration for our expertise in CRM.

Last week Eric Klauss was the featured presenter on the topic of Dynamics CRM in the on-going Tech Tips webinar series brought to you by the US Small Business Administration and Microsoft.

Learn how a CRM tool can help you win more clients and keep the ones you have. Check out the recording below and contact us for more information!

Connector for Microsoft Dynamics

Integration between Microsoft Dynamics CRM and Microsoft Dynamics ERP products has arrived with the release of Connector for Microsoft Dynamics!

Integration between Microsoft Dynamics CRM and Microsoft Dynamics ERP products has arrived with the release of Connector for Microsoft Dynamics! Customers of all Dynamics ERPs now have access to the same simple, reliable and extendable integration with the CRM product that has shipped for GP, AX and NAV previously. Out-of-the-Box entity mappings provide immediate value by integrating the key data in both systems. That basic integration can be extended by adding new maps, or leveraging the SDK to create custom integrations. Connector is ready for use today!

​Connector for Microsoft Dynamics provides:

  • A robust Dynamics-specific integration that “just works”
  • Easy installation and deployment
  • Minimized architectural overhead
  • Transparency when things may go wrong

Connector for Microsoft Dynamics supports new integrations with the following Microsoft Dynamics products:

  • Microsoft Dynamics CRM 2011, 2013, 2015 & 2016 in all deployments
  • Microsoft Dynamics GP 2013, 2013 R2, 2015& 2015 R2
  • Microsoft Dynamics AX 2009, 2012, 2012 R2 & 2012 R3
  • Microsoft Dynamics NAV 2013, 2013 R2, 2015 & 2016
  • Microsoft Dynamics SL 2011 SP1

This article was written by Sandra Knight, Sales Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider

What is ClickDimensions?

ClickDimensions is marketing automation software that has been developed for Microsoft Dynamics CRM. Pairing Microsoft Dynamics CRM with ClickDimensions creates a quick and easy one-stop shop for your intelligence and marketing needs.

Some great features of ClickDimensions include: email marketing (drip campaign management, split testing, OutlookCast, inbox preview, and spam rating), landing page tools, survey and form builder, website tracking, lead scoring and etc.…

So what is new in the release? And when does it take place?

As of now the release is scheduled to be available during the following times:

  • For the European data center on Wednesday, November 11, 2015.
  • For the Australian data center on Friday, November 13, 2015.
  • For the U.S. data center on Monday, November 16, 2015.

Release features:

  • Campaign Automation Builder: Design powerful automated campaigns that are similar to Nurture Programs but include more ways to initiate the automation, an easier visual interface, and improved features such as timed waits, repeatable series, and branching logic.
  • ClickDimensions Content Pack for Power BI: See ClickDimensions data in your organizations Power BI. Available features are Posted Forms, Visits, and Visitors. In addition, you can create charts and dashboards.
  • Multiple Email CNAMEs: For organizations that have multiple brands and have a different domain for each brand, now each domain can be used as an option to brand your links in emails.
  • Survey Radio Button “Other” Option: Radio button survey questions can now have an “Other” option which allows the person filling out the survey to type in their own answer if the options given are not suitable. This is a new option in the Survey Questions area.

To find out more check out the ClickDimensions blog here

This article was written by Andrea Stenquist, Dynamics CRM Technical Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.