The General Data Protection Regulation (GDPR) applies to the use and storage of personal information of European citizens from 25 May 2018. This regulation has an organization-wide impact and businesses worldwide will need to take action in order to comply with European law. The new legal framework for this EU regulation makes a series of important […]
continue reading...Self-service Dynamics 365 web portals extends CRM reach enabling customers to log issues, find solutions and update information online. Each web portal is housed, maintained and integrated with D365. Entitlement to deploy a Dynamics 365 web portal is available at no additional cost for every customer with 5 or more full user licences. Preact has successfully helped many […]
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MBO, CPQ, CRM. Salespeople L.O.V.E. acronyms! That’s probably because we know time is short. But when an organization truly needs to save time and speed throughput, it automates as much as possible. And nowhere is automation more critical or more impactful than in the sales proposal process. Enter configure, price, quote; a.k.a., CPQ. A fully […]
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Microsoft Dynamics 365 for Marketing vs ClickDimensions, an initial comparison. Microsoft has released their Microsoft Dynamics 365 for Marketing module, this article is an initial review of the module and high-level comparison to ClickDimensions (the other mainstream marketing automation option for Dynamics 365). Availability - There are a few different subscription options for the Marketing module. […]
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Did you miss it? No worries - here is the recorded version of the recent Microsoft Spring Release Event and the TOP TAKEAWAYS. It has been an exciting year of growth and innovation at Microsoft. Business leaders, IT professionals, and developers are embracing the cloud and new technologies like artificial intelligence, business analytics, talent, […]
continue reading...Microsoft Dynamics 365 pricing has been updated for 2018, effective April 2. This article will outline the changes and updates to Dynamics 365 licensing and pricing. For full pricing and licensing info. and an overview video visit our Dynamics 365 Pricing & Licensing page. Sales Professional There is a new sales license - Sales Professional, $65 […]
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Around the world, businesses of all sizes are seeing the benefits of helping employees work smarter and better together, automating cumbersome manual tasks, and using customer data as a factor in deciding what to products and services to offer. Cloud and mobile solutions are becoming a means of transforming business productivity and enabling new ways […]
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Is your organization in the market for a CRM (Customer Relationship Management) solution? And have you been charged with rounding up some figures to present for budgeting? Well, good news, we can help with that. Knowing up front the total cost of the software, maintenance, and ongoing costs can be very helpful during your budgeting […]
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The benefits of upgrading to Microsoft Dynamics 365/CRM V9 are clear. The update has met the top three user requests received by Microsoft prior to the V9 launch, ensuring a new and improved user experience. Now, the User Interface is upgraded, Mobile and Outlook Apps are refreshed, and there are many exciting new features to […]
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Traditional dashboards within Microsoft Dynamics 365 are powerful, but they do have some limits. For example, a security model applies. (This can be a pro and a con depending on the analysis). There is limited visual reporting options and a 5000 record limit. PowerBI and Customer Insights can provide some great additional functionality. However there are a few things to be aware of before starting a PowerBI implementation with Microsoft Dynamics 365. Here are seven things to consider.
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