Hard work deserves recognition. We are very proud to recognize our top bloggers and top members on ERP Software Blog, CRM Software Blog, and ERP Cloud Blog. Congratulations to all of these companies for their hard work. Top Blogger Award – Top 5 members whose posts received the most traffic and members with the highest […]
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The article assumes that you are a Dynamics consultant and does not try to technically guide you, but guides you so that you can quickly implement without missing key components There are 3 main areas to focus on when setting up Case Management on Dynamics. Case Settings Case creation Parent- Child Cases Queues and Routing Contract/ Service terms Knowledge Management Case […]
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One of the beauties of Microsoft Dynamics 365 is its versatility. That versatility is due in large part to Microsoft’s commitment to continue to expand, adding apps that allow modules to connect with one another and handle a variety of business processes. Dynamics 365 Unified Interface (UI) allows a seamless interaction across desktop, mobile, and […]
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Assigning or allotting Leads to respective sales professionals is a very important task. This task, if not handled properly will result in loss of potential clientele which will eventually lead to low sales and low returns. So, in order to make this task effective and effortless, Inogic introduced a new productivity app for PowerApps & […]
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Can you think of a more critical step in your sales process than getting a customer to sign a quote? (If so, please tell us.) How are you currently using the power of D365 in this critical part of your sales process, to help move someone from “proposal sent” to “proposal signed?” Most businesses are […]
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Millennials are incredibly tech-savvy and expect software to be highly customizable, easy to integrate and rich in features. Following from the launch of CRMSoftwareBlog's white paper 21 reasons millennials prefer Microsoft Dynamics, here is our experts' take on the subject. We focus on mobility, integration and flexibility,while keeping an eye on Dynamics 365 security […]
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There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 5: Modernize and strengthen lead generation Historically, banks have used “push marketing” to drive leads but this is becoming less and less effective. Direct mail, cold calls, and email can be intrusive. The last thing you want […]
continue reading...It’s no secret: Microsoft is keen on digital transformation, “reimagining how you bring together people, data, and processes.” And while many companies are implementing best practices in Microsoft digital transformation (we’ll call it MDT for short, here), just as many customers of those companies are greeting MDT with a collective shrug, saying, “Well, that’s great […]
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Most business users respond to emails all day long. Oftentimes these emails dictate which tasks you focus on and help you to prioritize the tasks you need to work on. The main way you communicate with your customers and coworkers is email, so doesn't it make sense that your email would be integrated […]
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Microsoft CRM, now called Microsoft Dynamics 365 for Sales, is now offered through iCepts Technology, Inc! Since 1980, we have been providing business management and supply chain technology systems to small through mid-sized organizations. In addition to Enterprise Resource Planning (ERP) systems from Microsoft, called Microsoft Dynamics 365 Business Central, we have, over time, complimented […]
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