Your company generates piles of data every minute. This data is analyzed and organized for interpretation and reporting in your Microsoft Dynamics 365 CRM solution. As much as 80 % of this data may be tied to locations. Maplytics, a Microsoft preferred location intelligence app on Microsoft AppSource by Inogic, provides mapping and visualization for …

Maplytics for Microsoft Dynamics 365 CRM: The Key to Future Business Success Read More »

“Genius is equally distributed. Opportunity is not.” This statement is the core of the mission of Camelback Ventures. As an accelerator that identifies, develops, and promotes the advancement of underrepresented entrepreneurs, Camelback Ventures’ goal is to increase individual and community education as well as generational wealth. Ultimately, this organization’s goal is to contribute to “a …

The Advancement of Underrepresented Entrepreneurs, Promoted Through Microsoft’s Nonprofit Tech Acceleration Program for Black & African American Communities Read More »

As B2B marketers, it's our job to guide our customers on a journey. This journey should take them from the point of discovery, along a route that inspires and informs, until they reach a destination where a commercial arrangement formalizes the relationship. While many people speak of their incredible adventures in business, you should never …

Purpose, Personas and Pain Points: Three B2B Marketing Data Points to Map the Customer Journey Read More »

JourneyTEAM developers discuss the latest collaboration capabilities currently in preview in Microsoft Teams in a recent learning forum. As part of their continuing efforts to improve the power and efficiency of its solutions, Microsoft has released new collaboration capabilities within Microsoft Teams. Currently available in preview, these enhanced features are enabling organizations to increase and …

Enhanced Microsoft Teams Collaboration Read More »

The subscription business model has gained huge momentum in the last decade. Entertainment, News, Publications, IT Services, Healthcare, and many more such industries have embraced subscriptions as their core business model. Now with this fast-growing subscription economy there comes the need for new-age applications that can easily handle the surging number of subscriptions and the …

Subscription Management and Recurring Billing for Microsoft Dynamics 365 CRM? It’s right here! Read More »

One of the biggest challenges for many small businesses is that they know what they want from a CRM system, but they don't know how to get there. So they end up doing too much. In my experience, companies usually know they want to: Increase customer retention Improve sales per sales rep Improve sales per …

How to Do the Smallest CRM Project With The Maximum Benefit Read More »

Businesses revolve around Sales. That is why Leads are precious because only a fraction of them are converted into sales. And one of the challenges that organizations face in lead conversion is responding quickly to newly generated leads. 41% of business organizations feel that following up with leads quickly is a challenge. But only 25% …

Microsoft Dynamics 365 CRM Lead/Case Assignment Automation Rules - Best Practices and Tricks! Read More »

    > Problem: ORBIS SE’s customers wanted their permissions synchronized when integrating Dynamics 365 with SharePoint, in their workflows >  Solution: CB Dynamics 365 to SharePoint Permissions Replicator >  Provider: Connecting Software > Customer: ORBIS SE, which helps SMEs and international corporations to digitalize their business processes.  “For a full solution of permission replication, we always …

Partnering to Solve a Hidden Dynamics 365 Implementation Problem | Dynamics Success Stories Read More »

Here is why your CRM system isn’t working for your business as you thought it would. We’ve seen it a few times. Okay… we’ve actually seen it a LOT of times. Companies, both small and large, stretch their budgets to invest in a CRM system for their business. They research heavily and select a CRM …

CRM: It’s Not About the Product, It’s About the Process. Read More »

Architecture, engineering, and construction (AEC) firms have to field things from all directions. Seller/doers are responsible for finding and winning new business. Accounting is tasked to keep cash flowing. No matter your role in your firm, AEC Software will play a part in completing your job successfully. Most AEC software solutions are capable of supporting …

AEC Software: How Everyone, Not Just Accounting, Can Benefit from the Right Technology Read More »