Have you ever wanted a simple easy way to capture data from your customers, partners or employees? If so then you are going to love Microsoft Forms Pro, the newest member of Microsoft’s Power Platform! Microsoft Forms Pro is a simple yet comprehensive survey solution that allows businesses to easily capture and analyze feedback to improve customer, employee, […]
continue reading...
Microsoft Dynamics 365 is more than just a rebranding of Microsoft’s ERP and CRM products. Still, many decision makers and professionals may be unaware of the changes and improvements to Microsoft’s business management offerings and their licensing. The new white paper from the CRM Software Blog sheds some light on Microsoft’s new cloud business management […]
continue reading...
Microsoft Dynamics 365 Spring update. The next major update to Dynamics 365 is 1 WEEK AWAY! Microsoft has changed the way that updates to Dynamics 365 Online are deployed. In the past the update would roll out over a month or so and you would receive notifications of the date your system would receive the […]
continue reading...
AI for Asset Management Firms: Increase Marketing and Campaign Effectiveness When it comes to asset management, data is everything. In order to stay competitive in a changing market, you need access to reliable, meaningful data. Accessing this data and putting it to use for your firm involves having the right technology: without the right tech, […]
continue reading...
Dynamics 365 for Customer Engagement (D365 CE) provides many tools to report on your data. Dynamics 365 CE enables your team to easily manage their work from marketing leads to sales opportunities to customer service cases and all the activities in between. In addition to providing tons of ways to automate, coordinate and monitor these business […]
continue reading...
Why do we like the Outlook client in Microsoft Dynamics 365? The Outlook client eliminates the need to navigate and log into additional programs to access Microsoft Dynamics 365. You have full Dynamics 365 functionality and data, plus additional features. This saves a significant amount of time by eliminating the manual process of re-entering data. […]
continue reading...Using AI to Manage Client Meetings If you work in asset management, you already know just how important data is for the success of your firm. In order to stay competitive, your business needs access to reliable and informative data sets, harnessed by the appropriate technology. When it comes to data-focused tech, Artificial Intelligence (AI) […]
continue reading...Microsoft Dynamics 365 is being called a “game changer” and “the next generation of intelligent business applications.” But with all the different options, many people are still a bit unclear and ask, “But Really… What is Microsoft Dynamics 365?” Is it ERP? Is it CRM? And how does it compare with the Microsoft Dynamics solutions that […]
continue reading...Learn how to set up and use PowerBI with Dynamics 365 Online training on setting up Microsoft PowerBI and basic training on building reports & dashboards with Microsoft Dynamics 365. Learn how to set up and use PowerBI with Dynamics 365. PowerBI is on one of the most powerful business intelligence applications available and it fully integrates […]
continue reading...
If you're a Dynamics reseller, you know it's a dog-eat-dog world out there. Sometimes, it's more like a dog-undercut-dog-leave-dog-broke-THEN-eat-dog world. In any case, safe to say the business tech world is competitive even for the most experienced ISV or reseller. And while it's often been said that there's no silver bullet to solving a customer's […]
continue reading...
