Hard work deserves recognition. This year we have decided to give recognition to our top bloggers, top members, and founding members of the ERP Software Blog, CRM Software Blog and ERP Cloud Blog. All of these companies get our sincere congratulations for their hard work. Top Blogger Award – Members whose posts received the most […]
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Are your customers frustrated? Are they waiting on hold, then asked to repeat their information over and over again? Live help should be just one click away. Surveys show that the communication channels that have the highest customer satisfaction levels are live chat followed by voice/phone support. Can your customer service agents chat, co-browse and […]
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There are so many ways to mark progress in human history. In recent decades, we’ve made huge leaps in technology and capabilities that have re-defined modern life. Xpertdoc vs. OOTB Document Generation in Dynamics 365 The evolution of document generation offers a similar picture. Progress isn’t measured only by a new product, but by automated […]
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Microsoft’s Tech for Social Impact Day Gives Nonprofits the Tools to Succeed On January 22, 2019, AKA Enterprise Solutions teamed up with Microsoft to host Tech for Social Impact Day (TSI Day) in New York City. Leaders and innovators from nonprofits and Microsoft converged in New York for this impactful event. In helping […]
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Growing businesses today realize how important it is to have the right CRM (Customer Relationship Management) system to help them automate processes and leverage insights. This is true for member-based associations, nonprofits, and other organizations who want to form stronger connections with their clients. Selecting and implementing a new CRM solution requires big decisions and […]
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One of the great features of Dynamics 365 is that you can easily configure the system to meet your needs. Creating new entities, fields, and views can be done through the current interface and without the need to have development knowledge and write code. Workflows can be created by users to help them perform some […]
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Creating sales opportunity in Dynamics 365 which involve multiple products can prove repetitive and time-consuming. That's because default controls force users to select one product at a time. For busy sales professionals creating multi-line quotes this is a drawn-out process. Thanks to the Microsoft Power Platform, flexible solutions have emerged to save time and create […]
continue reading...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 […]
continue reading...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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