Case Management in Dynamics 365 Enables You To Provide Seamless Customer Service
One area in which Dynamics 365 shines bright is in Case Management. Most of us have experienced the all to familiar situation of having to explain our problem over and over again to numerous support people. If only your issue was recorded the FIRST time you call so you weren’t stuck repeating the same thing. With Case Management …
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Win More Customers With Marketing in Dynamics 365
Turn prospects into business relationships with marketing in Dynamics 365 Orchestrate customer journeys and engage your target audience in real time by using built-in marketing features in Dynamics 365. The three built-in marketing features we will focus on in this blog are marketing lists, campaigns, and quick campaigns. Marketing becomes a breeze once you have these …
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Mastering the Dynamics 365 Sales Cycle part 2 - Using Products With Opportunities
So, what is the difference between leads and opportunities? One of the most common questions we face when working with new clients implementing Dynamics 365 is -“What is a Lead?” The next question then is always – then” what is an Opportunity?” and then the final question is – “Well, which one should we use …
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Mastering the Dynamics 365 Sales Cycle part 1 - Lead to Opportunity
Shorten the Sales Cycle with Dynamics 365 Sales Dynamics 365 Sales can help businesses close more sales and achieve higher customer satisfaction. Dynamics 365 empowers salespeople to build strong relationships with their customers, take actions based on powerful AI insights, and nurture sales throughout the entire Dynamics 365 Sales Cycle. And with the Dynamics 365 …
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Getting Around in Dynamics 365: A Dynamics 365 Navigation Guide
Dynamics 365 Customer Engagement is a key tool in increasing productivity. Our Dynamics 365 navigation guide can be an excellent training tool – as well as a great reference guide to refer back to. In Dynamics 365, you are never more than a few clicks away from the information you need to access. Let’s …
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A Simple Guide to Dynamics 365
What is Dynamics 365? Most businesses only dream of having a single solution that addresses CRM and ERP capabilities. Microsoft Dynamics 365 is a cloud based CRM and ERP solution that offers a full suite of tools to streamline business. Dynamics 365 consists of many cloud apps that help manage a variety of business processes. …
CRM Glossary
WHAT IS A BUSINESS’ MOST IMPORTANT ASSET? Ponder that question and you may come up with a plethora of answers. But the bottom line is that… customers are the heart of any business. Without customers, a business simply wouldn’t exist. Next question, how do you keep track of your most important asset? Many companies use spreadsheets to …
Microsoft Cuts Power Apps Prices by Half!
Good news for Power App users This year on June 30th, as Microsoft closed out their fiscal year, they surprised the Power Platform community by slashing their license pricing for Power Apps by about half! To learn more about the new Microsoft Power Apps Pricing …
Campaign Integration between Dynamics 365 and ClickDimensions Social Marketing
One of the benefits of using ClickDimensions Social Marketing is its tight integration with Dynamics 365 and ClickDimensions. Using ClickDimensions Social marketing, companies manage their social posting across multiple social networks, review clicks and other results. Social listening allows marketers to monitor mentions of their company and its products. And powerful curation technology helps marketers …
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Webinars Leads Teams Features
Microsoft is continually improving Teams – in their continual battle to beat Zoom in the video conferencing space. Previously, Microsoft enabled users to utilize Teams for webinars using “Live Events. ” But the addition of Teams Pro in early May will make the experience more user friendly for those who want to use the collaboration tool for …
