Articles By: Synoptek

The Advantages of Dynamics 365 Field Service

Field service agents often come face-to-face with a variety of challenges in tracking, organizing, updating, and managing activities on the field. They also need to overcome issues such as lack of resources, miscommunication, and poorly planned routes. Therefore they end up embracing a modern field service platform, assuming it to be the answer to all …

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The Dynamics CRM Sales Process: Everything You Need to Know

For any business, small or large, success depends entirely on sales figures. And no matter how great the product is or how much was spent on marketing, the primary goal for any organization is to increase revenue. Microsoft Dynamics CRM is designed to support the sales process from beginning to end – right from acquiring …

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How to Leverage CRM Predictive Analytics Tools to Improve Sales

Predictive analytics takes CRM data and uses it to make predictions about future events. In terms of sales, predictive analytics looks at information from the entire customer life cycle to predict how customers will behave, such as whether or not they will convert. As technology evolves and the world becomes more engaged digitally, you need …

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Dynamics 365: What is Remote Assist?

Technicians working on-site, in the field, and in remote locations often come across problems which are beyond the purview of their job or their problem-solving ability. Yet, they are expected to resolve issues at the earliest and ensure there is no interruption in the part being manufactured, the line being tested and the inventory being …

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5 Reasons Why You Should Choose a Cloud CRM for Your Business

The realm of enterprise systems has changed dramatically from being standalone systems that enable specific departments to carry out a curated set of tasks. They now play a much bigger role in modern enterprise. In today’s highly integrated IT environment, they need to work in a cohesive manner with all other systems within (and without) …

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5 Steps to Follow for a Successful Dynamics CRM Implementation

With every business striving to become as customer-centric as possible, the rate at which companies are implementing CRM is incredible. According to Gartner, worldwide CRM software revenue amounted to $39.5 billion in 2017, and it believes CRM will be the fastest growing software market in 2018. Of the various CRM solutions available in the market …

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Mobile Features Face Off: Dynamics CRM vs. Salesforce

As the CRM software market reaches $25.21 billion in 2018, mobile has become a key capability of every modern and comprehensive CRM application. When selecting the right CRM for your business, you need to ensure its mobile features are in line with your goals and are capable of driving you towards success. Both Microsoft Dynamics CRM and …

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3 Manufacturing Inefficiency Problems Solved with Microsoft Dynamics 365

There are IT inefficiency risks that are consistent among the manufacturing industry. Businesses that leverage CRM software see their sales increase by 29%, sales productivity increase by 34%, and sales forecast accuracy increase by 42%. Let’s identify the problems, and then talk about a simple approach to significant process improvement using Microsoft Dynamics 365 CRM. …

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How Microsoft Dynamics CRM Supports Multi-Tenancy

Multi-tenancy in CRM originally spun out of single tenancy, but many businesses prefer to adapt the multi-tenancy infrastructure instead. Why? Businesses today require the ability to scale resources as needed in order to operate more efficiently. Therefore, multi-tenancy not only makes things effortless, but also provides huge cost savings, upgrades, updates and maintenance. In Microsoft …

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Dynamics 365 Customizing vs Configuring: Best Practices and Tools for Success

In CRM, customizing usually refers to CRM extensions, which may require custom coding or development utilizing the CRM Software Development Kit (SDK). On the other hand, configuring refers to the ability to adopt Out of The Box functionalities to achieve business goals. While customization can be explained using configuration and development; configuration encompasses the use …

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