Would your bank like to increase profitability and efficiency plus improve customer engagement and the customer experience? According to a 2018 report by The Financial Brand, banks and credit unions that digitally transform can achieve a 20% increase in revenues and a 30% decline in expenses. You can build a truly customer-centric business model with […]
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Microsoft Dynamics 365 Price Changing in October Microsoft is changing the pricing and licensing of Dynamics 365 on October 1, 2019. NOTE: THIS WILL IMPACT ALL CUSTOMERS ON DYNAMICS 365 ONLINE I have been in the partner channel for Microsoft CRM, now called Dynamics 365 for over 16 years and I can tell you one […]
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If in 2014 someone had told us that we would create a program which governments and big corporations would buy without a second thought – do you think we would have believed? A young IT company from a small European country reaching this success – not impossible but very challenging. Yet it happened. The solution […]
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ONE OF UTAH'S BIGGEST TECHNOLOGY EVENTS OF THE YEAR This FULL-DAY event will include 40+ BREAKOUT SESSIONS and 7 different tracks on topics that are specific to your needs, including powerful ways to increase business value, integrate systems, and further improve your technology. Accelerate your technology growth and strategies with representatives from Microsoft, Okta, […]
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Since its launch, Click2Export has highly influenced the productivity of Dynamics 365 CRM users. It significantly reduced the amount of time spent on mundane tasks thereby, effectively saving time and effort of Dynamics 365 CRM users which can be utilized in other productive areas. Due to these capabilities it has become a highly sought after […]
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The ability to efficiently create accurate price quotes is crucial to accelerating sales cycles, increasing business growth, and ensuring your customers have a positive buying experience. However, the process can be time-consuming and error-prone when there are numerous product configuration parameters. In fact, it can take several mouse clicks to add an inventory item to […]
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Best Practices for System Views and My Views in Microsoft Dynamics 365 This is my 7th blog in my 12 part series on Microsoft Dynamics Best Practices. If you've missed any of my previous blogs, please check them out by clicking here! If you're interested in learning more about Dynamics Best Practices, they are a great […]
continue reading...Portal configuration can be a big undertaking, with many different Dynamics records that make up just one portal web page. What are Web Templates? Entity Forms? Entity Form Metadata? All of these record types and more are needed to build a Portal Web Page, and together they act as the structure to your portal. Read […]
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CRM (Customer Relationship Management) software is a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data. With Microsoft Dynamics 365, you get a flexible solution that's customizable to […]
continue reading...Many sysadmins choose to store CRM documents in SharePoint because managing documents is more intuitive in SharePoint. SharePoint also has very convenient extra functionalities for the end-users such as checking documents out and version history. Another reason to go for this combination is that data storage is cheaper on the SharePoint side. If the standard SharePoint […]
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