A lot of small and midsize companies have implemented Microsoft Dynamics 365. The tool is scalable, flexible, automate more than half of the daily tasks, makes the sales pipeline visible, the customer journey shorter, and whatnot. And as I have spent quite a few years in the Dynamics 365 consulting field, I have noticed that …

Tips on using Advanced Find in Microsoft Dynamics 365 Read More »

CRM Systems today are becoming more in demand and viewed as a necessary business solution to effectively manage each lead that could result in revenue.   Customer Relationship Management (CRM) systems are therefore an effective business tool to ensure the proper tracking, follow up and management of both prospects and existing customers. Today businesses count on …

Why Some CRM Initiatives Fail Read More »

  Congratulations! You've designed, built & delivered your Microsoft Dynamics 365 app to your team! You've handed off your documentation to the support desk, and empowered them to troubleshoot issues when reported by your users. But who is proactively monitoring the health of your Microsoft Dynamics 365 apps, and remediating errors before they become problems for your end users? What is …

Who is Monitoring your Microsoft Dynamics 365 Apps? Read More »

        InsideView Insights InsideView Insights is a leading sales intelligence solution with the best business-business database containing 20 million companies and 90 million decision-makers. The data is aggregated from over 40,000 different data sources providing up-to-date, accurate profile information to help accelerate sales. InsideView Insights can be used by itself in any …

InsideView Insights Read More »

  Today, almost everything is in the cloud. And if your organization isn't yet, you may be missing out on enhanced security, cost savings and new features. Specifically, I'm talking about Dynamics 365 Online vs On-Premise. As you may know, Microsoft has long had an on-premise version of Dynamics 365 which definitely has had its benefits, …

The Benefits of Dynamics 365 Online Versus On-Premise Read More »

Customers are more informed than ever. That’s changed how they evaluate, buy and use the goods and services they purchase. But this change isn’t a problem; rules change all the time, and people adapt. The intelligent customer is here to stay. It doesn’t mean that they know every nitty-gritty detail about the product or service …

Simplifying the SMB Customer’s Journey with Microsoft Dynamics 365 Read More »

An upset customer calls. My system is down! This feature doesn’t work! While many issues are open and closed cases (or are the result of user error), there may be bugs that need to be addressed by the development team. Having a centralized place for your customer information is just one CRM function. Your CRM …

How Microsoft Azure DevOps and Dynamics 365 CRM Work Together to Improve Service Responsiveness Read More »

The way we work has changed dramatically since the outbreak of COVID-19. With the majority of the workforce working from home or in a hybrid environment, many businesses are relying on their CRM system to help them navigate through the challenges of this global pandemic. The valuable data insights contained in CRM technology like Microsoft …

Unveiling Microsoft’s Latest EXP Platform: Microsoft Viva Read More »

  In an organization, marketers generally deal with hundreds of leads a day. However, only a small percentage of these leads are worth qualifying for sales professionals. It becomes the marketers goal to pin point specific characteristics of the leads that meet the organizations requirements. Completing this with a manual process is not only strenuous …

Microsoft Dynamics 365 Marketing: Capitalize on Lead Scoring Read More »

Simplify: verb (used with object): to make less complex or complicated; make plainer or easier: to simplify a problem. Would you like to simplify your work without becoming a slave to your “labor-saving” devices? The technology industry has been relentlessly adding tools and features to help us work, but sometimes the tools themselves can add …

Simple Project Management for Microsoft Dynamics 365 Read More »

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