If you are the person who has been tasked with researching and budgeting for a new or updated CRM (Customer Resource Management) solution for your business, no doubt Microsoft Dynamics 365/CRM has made its way to the top of your shortlist. It is one of the most popular and highly rated solutions because of the […]
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AI for Asset Management: How AI Can Help Manage Retailer & Wholesaler Lines of Business As anyone in the industry can tell you, asset management is highly competitive. At the end of the day, your company’s competitive edge -- or lack thereof -- comes down to two things: having the right data and executing on […]
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Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in […]
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Don’t we all wish we had a personal assistant to help keep us organized? If you have ever missed an important deadline, let a sales opportunity slip through your fingers or inadvertently ignored a critical email you know an assistant could have helped. Few of us can afford a personal assistant, but all Microsoft Dynamics […]
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Your Dynamics CRM system has all the right tools and triggers to make effective campaigning as easy as “set it and forget it.” Whether it’s a Quick Campaign to get that one offer in front of that one audience, or a more drawn-out, strategic nurture Campaign with multiple touch points, lead sources, and activities throughout, […]
continue reading...The Dynamics 365 Advantage: 7 Reasons to Choose Dynamics 365 Over Salesforce When it comes to choosing a CRM software solution, you might be tempted to go with the company that boasts the greatest market share. Salesforce commands 25% of the CRM market, and many businesses assume that this makes Salesforce the obvious choice. In […]
continue reading...Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. One of the biggest upsides of enabling this integration is that SharePoint offers much more storage space then D365 Sales, so you do not need […]
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If your CRM system is not doing all you hoped it would, there are two common reasons. Either the system was not set up properly with your processes in mind, or perhaps your sales team is not using it properly, or at all. To the untrained, CRM systems can seem difficult to learn and there […]
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Amazing & So Simple > Attach Documents from SharePoint to CRM Email Dynamics SPO uploads documents from CRM to SharePoint. By adding SPO Organizer records as sub-grid to the form, the document’s locations are available in CRM. Click the plus “+” sign on sub grid to upload more documents or attach documents stored in SharePoint […]
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Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back in the day with basic document management. It wasn’t long ago that everyone used typewriters and filing cabinets to manage their office documents, until PCs […]
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