Our Top 10 Dynamics 365 blog post in 2019

2019 has been great. We have seen strong growth in our traffic throughout the year in 2019. We are at the end of this wonderful year and we plan to list out our top 10 Dynamics 365 blog post.


Leading our chart is this blog, where we focused on organizations issues while handling and developing custom reports which must be interactive as well as printable. We showcased how our dedicated Dynamics CRM team has developed some custom reports using SSRS a tool given by Microsoft


In view length of spring release 2019, Business Event is one of the major feature updates in Microsoft Dynamics 365 Finance and Operations. Our 2nd most successful blog of the year which compiles what is Business Events and its prerequisite


Being an implementation partner, our technical consultant team often comes across the question by our clients related to limiting the access in NAV/Business Central. Therefore, one of our technical team members decided to make a step-to-step guide on how security filters can be used. This post became the third most viewed post of 2019


To stay on-premise or to move on cloud is completely a decision of the organization. Many companies plan to move on-cloud but get stuck due to a lack of knowledge and experience. Thus, we chose to write a blog on migration where we have covered full instructions on migration


Data visualization and analytics tools play a crucial role in any business. With the presence of many advanced tools such as Power BI and Tableau, it becomes hard to choose from. To ease the trouble, we made a comparison study between both reporting tools. This post is our 5th highest engaged blog post of this year


There has been a lot of discussion about what solution a business should choose between Dynamics 365 Business Central or Dynamics GP? While both solutions have their characteristics, however, one always is a step ahead. In this blog, we attempted to list out the major variations between both the solutions that can reduce the selection process


Digital Transformation has kept not only the packaging industry but all the industry on its toes. Before choosing an ERP solution it is advisable to check your available options. While helping the packaging industry, we understand a few points base on that we made a checklist the packaging industry always weighs on


Here, we have a brief walkthrough on four main aspects of migration – What, How, Why and When. Also, based on this blog we organized a webinar where we discussed in brief about the GP to BC migration with our global partners


In this article, we have a quick overview of how a built-in toolbar in Microsoft Dynamics 365 F&O can be utilized to navigate, download furthermore to print the document using the locally connected device.


Our year started with the introductory blog on PowerApps, and we are glad it made it to our top 10 list. As time passes by, we have seen this solution evolve and gain much more traction helping the business to build an app.
We are sincerely thankful to our readers who have visited our blog in 2019. We look forward to sharing more useful content in the coming New Year!

Payment Gateway with Dynamics 365 for Marketing

In our previous blog, we have a brief introduction to Event Management in Dynamics 365, and how payment gateway is enabled based on how you host your event website. In this blog, we will learn the significance of integrating a payment gateway to your events.

Why Payment Gateway?

When hosting multiple events where users have to purchase a pass, it is quite advisable to integrate a secure payment gateway with your event website. People are digitally live now, so they relish to have a simple online payment method rather than being in a queue to reserve the passes.
It can process payments promptly, securely, and efficiently. Payment gateways with Dynamics 365 also allow you to process your credit card hassle-free. Beyond this, it benefits from payment automation, capturing customer data, issue receipts, and can integrate with various banking services. This makes it a convincing feature of Microsoft Dynamics 365.

Features of Payment Gateway


Features of payment gateway


1. Time-Saving

As the payment is processed automatically, this saves plenty of time of workers and makes them available to be utilized in some different tasks without enough bothering about the payment. As the manual entry lessens, it also decreases errors.

2. Manages cash-flow

For any organization, irrespective of small or medium size, it is essential to be aware of the incoming cash flow. With the help of payment gateway, you can have real-time information on the amount of cash you have, which in the manual transaction chances of mis-calculation increases.

3.Third-party integration

You can easily connect with a third-party payment provider (such as Authorize.net) to authenticate and capture payment details. You can also customize and can use the payment provider for a single event or for multiple events depending upon your requirement.

4. Easy Currency Conversion

Often, your customers mistake about the pricing based on the currency. The by default feature of payment gateway will help your customers by providing the facility to set the currency preference as per their convenience and reduce the confusion with the real-time conversion.

5. Swift check-out

While it promotes a rapid check-out by saving payment card information, it is likewise completely PCI compliant. Customer’s sensitive details are entirely secure, and the system never shares that with anyone. Hence, it is a reliable solution.
These were the few simple yet significant features of integrating payment gateway with Dynamics 365 for Marketing. How you host your event is totally your choice but make sure you provide the best service to the customers. To know more about event management and payment gateway integration, feel free to contact us at sales@intech-systems.com

Top 7 Features of Email Marketing with Dynamics 365

Driving an email marketing campaign is one of the significant marketing activities a business supports. Basic email marketing solutions offer the ability to build a mailing list, quickly create emails from templates, and send emails at scale. These solutions provide limited information such as bounces, opens, and click-through rates, but these are just the inception of what’s possible.
Basic email marketing solutions are just that—basic. If you want to increase the influence of your email marketing campaigns, you need to choose a solution that delivers the information you need, when and how you need it. That is when Email Marketing with Dynamics 365 comes in.
Below are the benefits which make this solution defeat the other third-party solutions:

Ready to use:

Like many email marketing service providers, Dynamics 365 for Marketing also has the facility to drag and drop design tools to simplify the content creation. Moreover, this tool also gives you the collection of in-built templates for your campaign to choose from with less time and designing efforts. In short, It is a simple, no-coder, easy drag-and-drops content designer.

HTML Editor:

What if you want some unique field in your campaign? Here is when HTML editor comes for your rescue. With the help of an in-built HTML editor, you can design your template as per your need hassle-free.

Each message is essential:

Emailers aren’t the standard messages which include To and Bcc fields. The long list of recipients is often difficult to manage and seldom end up in the Spam box. In Dynamics 365 for Marketing, you can personalize each message for each recipient which is designed for the entire marketing segment. It is easy and delivers the message one at a time.

Email Preview:

Previews and test send works great when you want to check how your email looks like after sending it. In Dynamics 365 for Marketing, you can have 2 types of previews:

  1. Basic Preview: Which helps you to see how your email looks like in various devices such as mobiles, tablets, and desktops.
  2. Inbox Preview: This advanced preview option helps you to check how your email exactly looks in a wide variety of target email clients and platforms.

This feature holds significance because you can work on your emails before sending it to the target audience.

Analyze Result:

Analyzing results is not only confined to check the bounce rate and failed delivery address. But it is important to know how many of your contacts have open, click, and forward your mail.
This facility is available in Dynamics 365 for Marketing where you can know the result and analyze your mail. Moreover, one of the unique features it has is forward-to-a-friend. The forward-to-a-friend form helps to track all the email interactions of your message.
Moreover, it is possible to create your own custom analytics and reports from your Dynamics 365 Marketing data by using Power BI.

Customer Journey with target segments:

Once your email is live, it is active for the customer journey. The customer journey sets a target segment (i.e., a group of customers strategically selected) and works with that segment. You can set a trigger in a regular interval of time based on your requirements.
For example, you run an event campaign for the customer based in Mumbai. The customer journey then applies and triggers that separates contacts who sign-up for the event from who doesn’t. The people who have signed-up will move further in the customer journey such as receiving thank you emails or event details mail. But, for the people who have not opened the mail till the considerate time, they will receive a follow-up email for the registration. By this, you can keep track of your contacts in a more detail manner until they are qualified as a lead.
This is the major characteristic that makes this solution distinguish.

A/B Testing:

You create a pleasing design with great content, but it does not hit the correct chords of your customer, worth the hard work? No! You should always A/B test your mail with one or more designs on a small segment and check which email is worth sending to the rest of the customers. Moreover, a marketing team is also able to determine and optimize the email engagement rate by evaluating key performance factors.
These are the features that make Email Marketing in Dynamics 365 for Marketing to stand-out from other email service providers. From making your message go live before mailing, so segmenting your customers, and to perform A/B test, all aspects are included in this solution making your marketing crew loaf.
Feel free to contact us to know more about Dynamics 365 for Marketing at sales@intech-systems.com.

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