Articles By: AhaApps

Client Engagement In Nonprofits With Dynamics 365

It’s common knowledge that acquiring new clients are a strain on the pocket than keeping the existing ones. Therefore, it isn’t surprising at all that retaining existing clients, donors must be the focus of the CRM strategy of many nonprofits. Users need to emphasize helping their staff engage with the beneficiaries, donors to strengthen the relationship …

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Microsoft Dynamics 365 Quick Search Functionality

How to change the behavior of Dynamics 365 quick search functionality? Background: In Dynamics 365 we can search for records based on some fields in the quick search box shown in the below image. When a user searches for a record it will show up records in the “All Active” view. The columns that are searchable and …

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Explained: Why is my image not loading on a custom button?

By Nikhil Rajendran | Reading time 3 mins I had a rather interesting experience with Ribbon Workbench recently. I was given a requirement to create a button in the Account form. The button had a simple URL action whereupon clicking it, it will go to our official website. While the action was performed successfully, the image did …

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How does CRM technology influence nonprofits?

One of the chief trials for running an effective nonprofit is when the donors look at the use of funds as a primary way to assess impact. While it is a given that the nonprofits must use donor funds sensibly, tracing to see if the organization maintains a steady ratio of spending on campaigns, programs-to …

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Ticket sales management with Dynamics 365 in the Sports Industry

So, how do you prospect? Pulling names out of lists on your laptop? Repeatedly calling past accounts? Customer prospecting is tough for any industry but is a special challenge for professional sports teams trying to sell more tickets. Of late a lot of professional sport’s teams are going in for Dynamics CRM. They are already integrating …

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The Hidden Cost of a CRM

In today’s fast-paced, ultra-competitive, and highly technical business environment, the CRM has become an organization’s most valuable asset. A CRM is essential to understanding the needs of your customers, improving customer service, and increasing profitability. With such importance placed on your organization’s CRM and its far-reaching impact, determining the actual cost of implementation is essential. There are many …

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Comparing Instances in a Microsoft Dynamics 365 Environment

One has to be living under a rock for not knowing the versatility and the scalability feature of Microsoft Dynamics 365 CRM in today’s business environment. Compared to the other CRM products that are available in the market, Dynamics 365 stands out as a highly flexible and comprehensive solution provider. The product can be tailor-made as per …

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Using Dynamics 365 For Managing Data In Nonprofits

When a nonprofit invests in high-end CRM software, it’s logical to set an expectation regarding some ROI (Return on Investment) in terms of donation, grants revenue. But to get the real worth, you need to utilize the features to the max. The market is filled with a range of CRM software, each claiming to be …

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Security Error in Microsoft Dynamics 365 Custom Workflow

In most organizations, sending an email to teams is an activity that is performed daily. As an example, if a new lead comes into the CRM organization, the assigned team needs to be notified, so that they can follow up. Unfortunately, sending an email to a team isn’t a simple task in CRM. It comprises …

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Why is Microsoft Dynamics CRM software important for the sports industry?

A sports fan arguably is the ideal client, frequently promoting and communicating about their favorite brand (the team). But using that passion and learning how to manage, communicate and embrace them in a way that can satisfy the team and the fan is easier said than done. Many sports teams rely on CRM software to …

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