Articles By: BroadPoint, Inc.

Power Apps Portals Extend Microsoft Dynamics 365 CRM

A great tool available to Microsoft Dynamics 365/CRM users is the Power Apps Portals. Power Apps Portals can extend and customize the range of your Dynamics 365 solution. PowerApps Portals allow organizations to create websites that can be shared with users external to your organization either anonymously or through the login provider of their choice, such as …

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5 Steps to Microsoft Dynamics 365 CRM Implementation Success

A lot of factors play a role in CRM (Customer Relationship Management) implementation success. Starting with research and going all the way through training, adoption, and ongoing support. If you are considering a new or updated CRM solution, such as Microsoft Dynamics 365/CRM,  choosing the right solution, the right partner, and the right approach will …

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Make the Most of Dynamics 365 with These Integrations

Your CRM (Customer Relationship Management) solution is a powerful tool. But are you using all its powerful features? New Dynamics 365 users who were used to working on older on-premises systems may be a bit behind the curve. Even legacy versions of CRM as little as one or two years old are lacking some of the …

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User Experience: An Important Aspect of CRM Implementation Projects

When you choose a new or upgraded CRM (Customer Resource Planning) solution, there are several areas that you investigate carefully. You’ll look at processes, features, and tools; you’ll be concerned with ease of compliance and security capabilities; you’ll want to know about implementation timelines and training; and of course, you’ll be sure to pin down …

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Implementing A New CRM? Make Sure Your Data is Ready for the Move

If you’ve decided to move your CRM (Customer Relationship Management) solution to the Cloud, you might be tempted by all the space the Cloud contains; it’s infinite. But even though you can move vast amounts of data, should you? Remember that someone has to move that data. And entities and fields in your legacy CRM …

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3 Critical Considerations When Moving Your Legacy CRM to the Cloud

The growing trend toward Cloud-based CRM (Customer Relationship Management) systems is not without merit. Cloud computing can offer features and processes unavailable in on-premises solutions. Cloud CRM can help you make the best use of your data. It allows you access to the newest technologies. It integrates seamlessly with familiar and indispensable processes that your …

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Moving to the Cloud – What You Need to Know

Perhaps you're contemplating moving your data and business processes to the Cloud, or maybe you'd like to improve your organization's cloud strategy. Either way, you probably have questions about costs, the migration processes, or even the terminology surrounding cloud technology. As a long-time Cloud Solution Provider (CSP) for Microsoft, BroadPoint has supported many organizations that have …

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Improve Forecasting with Dynamics 365 For Sales 2020 Release Wave 1

If your business is sales, your number one asset is your customers. And customer satisfaction will determine your ultimate success or failure. There are many philosophies and many tools promoting sales efficiency, and in a competitive marketplace, it’s vital to choose the tools that add value and efficiency to your business. Microsoft Dynamics 365 for …

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10 Ways Microsoft Teams Helps Us Work Remotely

Now more than ever before, the workforce for many businesses is mobile. Leaders must manage remote workers in numerous locations, and to be effective, they need tools that will enable and enhance their connectivity and collaboration. Microsoft Teams is the hub for teamwork in Microsoft Office 365. Microsoft Teams is designed to connect remote workers …

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Level-Up! How Dynamics 365 Takes Your Favorite Office 365 Programs to the Next Level

Office 365 is one of the most well-known and acclaimed office suites available to professionals. Consisting of Microsoft Word, Excel, Outlook, Teams, OneNote, SharePoint, Power BI and more, Office 365 has become an industry standard for most companies and organizations. However, the Office 365 most users are familiar with only scratches the surface of what …

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