Organizations from all domains and niches, large scale or small scale, need email marketing to bring in leads and increase sales. And similarly, they cannot do without a CRM as handling all the customer data becomes easier with it. Mailchimp, one of the leading email marketing software has been catering to these marketing needs. And …

Mailchimp + Dynamics 365 CRM: Sync Campaigns, Sales & Marketing Activities, Dynamics CRM data in 1 click! Read More »

Discover the latest features and capabilities of Power BI and Power Apps released in Fall 2021.  Historically, gathering, analyzing, and reporting on corporate data was achievable only by IT professionals or those with strong technical skills. Business executives or other employees who wanted to access data had to submit a formal and specific request to …

Microsoft Releases New Updates to Power Platform Read More »

With the rollout of Microsoft Dynamics 365 2021 Release Wave 2 starting earlier this month, you may have noticed some changes to your Microsoft Dynamics 365 interface. This latest CRM update aims at bringing new functionality and enhancing the user experience, so here’s a couple of changes that will make your navigation and day-to-day tasks …

Microsoft Dynamics 365 user interface updated with 2021 Release Wave 2 Read More »

When a company runs like clockwork, marketing and sales tasks can appear as if they are blended. However, only the companies that can distinctly identify the purposes and roles of these departments and their tools are able to function successfully and efficiently. Marketing automation and CRM systems are both tools used by companies to handle …

How Is Marketing Automation Different From CRM? Read More »

Omnichannel for customer service in Microsoft Dynamics 365 offers to connect and engage customers across different digital messaging channels. You can enable chat, SMS, and social channels like Facebook, Twitter in your organization using omnichannel. We can sign up for 30 days of free trial to experience omnichannel for customer service.  There are some features that are …

Wave 2 release updates for Omnichannel for Customer Service in Microsoft Dynamics 365 Read More »

Power-CRM is a next-generation, cloud-based CRM software solution built on the Microsoft Dynamics 365 and Power Apps platforms. Power-CRM offers full functionality for marketing, sales, and customer service at one of the most affordable CRM price points in the market. Importantly, in our “on the go” and mobile society, integration with Microsoft Outlook and Power-CRM …

How to use Advanced Mapping with Mobile CRM Read More »

I think we can all agree that the advantages of using customer relationship management software are numerous and widely acknowledged. However, what is not so openly talked about is that selecting the right system can be a source of frustration for many insurance agencies and brokers. Off-the-shelf software doesn’t provide all the functionality an insurance …

Microsoft Dynamics 365 Provides Insurance Brokers Big Benefits Read More »

Your customers expect personalization, constant innovation and exemplary user experiences- and they don’t want to have to wait for delivery. As traditional markets are being disrupted and turned upside down by supply chain delays and innovative entrants, new markets are being built, and the competition – always fierce – is intensifying. As smart factories and …

What's driving the Factory of the Future? Read More »

A Preferred app on Microsoft AppSource, Lead Assignment and Distribution Automation is the apt app to systematically distribute or assign Leads (or any other entity records) recorded in Dynamics 365 CRM.  A quite popular app in its own terms, it ensures that there is no cherry picking, mismanagement or overlooking while Leads are automatically assigned …

Get higher ROI by automating assignment of Dynamics 365 CRM Leads/Cases using Round Robin or Capacity Algorithm Read More »

This article provides you the information on how to manage updates in Dynamics 365 online especially how to get early access to new updates. So, if you want to manage anything related to your environment you need to go to the Admin Portal. Here is the link for it https://admin.powerplatform.microsoft.com. If you have access to the …

How to manage Updates in Dynamics 365: Update Releases and early access Read More »

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