Microsoft Dynamics 365 Blog

As Renee Wesberry blogged here a couple weeks ago, we recently released a series of articles centered around diagrams for the Using Microsoft Dynamics CRM site, based on common questions and feedback from day-to-day users of Microsoft Dynamics CRM.

As passionate as writers and editors are about words, we know that different people learn differently, and sometimes an illustration can help explain a concept or process much more easily. With that in mind, we’re trying out a new approach. You might call it a “Charts & Graphs” segment — a little different from our usual talk show format. Sadly, I can’t promise a series of “Will it Float?” articles in the future.

So far, we’ve released four diagram-based articles. When we set out, we thought that whipping up a flow chart would be incredibly easy (and maybe a little bit boring), but distilling abstract concepts and multi-step processes down to just a few elements has proved to be a fascinating, rather exciting challenge. I won’t say that documentation in the year 2035 will be completely visual, but this is certainly something we’d like to try doing more.

But what’s most important is that these work for you and your users. With that in mind, we really want to know what you think. Are they helpful? Detailed enough? Too complicated? Hate the colors? Check out the articles I’ve linked to below and please let us know!

What’s the difference between campaigns and quick campaigns? answers a common question we get from users, highlighting the key differences between these two features of Marketing Automation:


A case from call to closure follows a new case through the Services process, from the point an organization receives the case through its resolution:


Follow a campaign response through the marketing process illustrates how a campaign response gets created and how it can be converted to several other entities, including leads:


Finally, Follow a lead from creation through closure picks up where the campaign response diagram leaves off, and illustrates how a lead can be converted to entities such as accounts, contacts, and opportunities, and how the opportunity can be closed.


Andrew Becraft

We're always looking for feedback and would like to hear from you. Please head to the Dynamics 365 Community to start a discussion, ask questions, and tell us what you think!