A new feature has been introduced by Microsoft for Dynamics 365 called the Dynamics 365 Relationship Assistant. This tool allows users to be kept up to date on many events happening today. It shows reminders for upcoming activities, displays emails relevant to the customer that may need a response and has many other features. It is a very […]
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Today’s business leaders recognize the importance of a comprehensive CRM (Customer Resource Management) system, not only for organization and efficiency, but for decision-making and goal-setting. There are a lot of CRM solutions on the market, but if you’re serious about implementing a Customer Relationship Management application that’s user-friendly and comprehensive, Dynamics 365 should be on […]
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As an MSP your hands are full keeping your client’s IT systems running and secure. But if your client needs Dynamics 365 to increase sales and customer commitment, where should you turn? For most MSPs, Dynamics 365 is not an area of expertise. More and more companies who use Office 365 also want a cloud-based CRM that integrated with their other applications. […]
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There are occasions you need to Email two or more documents generated from two or more CRM Word Templates with one Email. Emailing one Email for each document, both Emailed to same recipient or list of recipients, is not the preferred option. The content of the two documents can be related to each other and […]
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To be successful in the role of a Strategic Market Manager, access to data is everything. Without the proper data, you can be operational, but not strategic. Your company’s CRM system plays a key role in organizing and optimizing your data for strategic use. Recently, I sat down with Kurt Gilmore, a Strategic Market Manager […]
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What if I told you I have a new member of your sales team that, after an initial round of training, will be able to look at an RFP, decide if it’s a worthy opportunity, manage its response from start to finish… and won’t be on your payroll? This team member would only be paid […]
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There are some things CRM does exceptionally well: in most cases, sending professionally designed, optimized sales proposals and automating and reporting on every customer interaction within the proposal process isn’t one of them. Rather, isn’t three or four of them. And that’s ok. Your Dynamics CRM system is designed to manage customer relationships, often of […]
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Learn how to use Dynamics 365 to improve your team’s ability to profile accounts. A common struggle among sales teams is effective account profiling. Account profiling is the process of identifying key data points about customers and prospects and can help your sales and marketing teams more effectively target the […]
continue reading...Proper Microsoft Dynamics 365 training is absolutely paramount to a successful rollout. In this article, our team at Strava Technology Group shares best practices from our 15+ years’ experience with Dynamics CRM/365. Developing your training plan should begin early in the project — during requirements analysis. It is important to assess the user base and […]
continue reading...Azure Machine Learning has continually improved and developed, and Microsoft has consistently ensured full integration with Microsoft Dynamics 365. This provides tremendous benefits to all types of business. Specifically, it provides text analysis capabilities for case attributes, identifying the most effective KB articles. The following will help you configure Dynamics 365 for Sales/Customer Engagement (CRM) […]
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