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Dynamics 365 for Auditing Activities



  3. Generate notifications. Alerts via email or other communication channels (such as text messages) may be generated with Dynamics 365 automated workflows.  The messages are based on templates which merge Dynamics data fields with the standard text in the template.
  4. Provide customer service. The Customer Service module tracks cases, knowledge base and other vital information for customer service.  The Dynamics Portal provides data entry for organizations being audited and may allow them to create customer service cases online. 
  5. Collaborate online. Office 365 and Microsoft Teams provide online collaboration tools for audit teams. Security is simpler because all these Microsoft products use the same login and security rules can be enforced on all the products.
Auditing is another example of a business function that you might not consider as Customer Relationship Management, but for which CRM tools are appropriate. 

My company InfoStrat specializes in building solutions like this for government and commercial customers, including grant management, sales force automation for government contractors, case management and others. 

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Key Concepts for Microsoft Dynamics 365: Entities and Attributes

To understand Microsoft Dynamics 365 (formerly Dynamics CRM and Dynamics 365 Customer Engagement), you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises. This is the second post in a series, and covers entities and attributes.

Entities are the most fundamental part of Dynamics 365 in terms of storing your business data.  They are similar in concept to database tables, and the relate to one another like tables in a relational database. For instance, Dynamics 365 has an entity called Contacts that stores data such as name, address, and email address of people that you track.   Accounts is a related entity that describes the organizations to which Contacts may belong.

Although they are similar to database tables, Dynamics entities allow you to do some customizations that are not possible in a standard database table.  Field labels, for instance, are part of an entity, and they may differ from …



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