Articles By: JourneyTEAM

Tech Insider Update Delivers the Latest in Microsoft Dynamics 365 CRM Enhancements

The Q2 2021 Tech Insider Update hosted by JourneyTEAM previewed the latest and up-and-coming enhancements to Microsoft products including Microsoft Dynamics 365 CRM platform.   Delivered in a rapid-fire format, JourneyTEAM experts served up business strategies and insider tips that help you apply the updates to your workflows so you can better serve your customers, work …

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JourneyTEAM Uses Dynamics 365 Marketing to Plan Annual Event

Companies today live in an interesting time. So many product offerings and services are so similar that customers now have plenty of choices. While in the past, customers would have selected the best or cheapest product, they’re no longer doing so. Instead, customers are all about who provides the best experience.     Thanks to technologies …

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Merging Microsoft’s Customer Engagement with the Business Central Experience

JourneyTEAM, a Microsoft Gold Partner, is always looking for opportunities to architect experiences with first-party app integration within the Microsoft Business Application ecosystem. Specifically, we’re searching for ways to streamline the user experience while incorporating Microsoft’s Power Platform as the overlaying technology.    One such scenario occurs in Lead to Cash processes. A sales team …

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Protect Your Most Important Assets with Microsoft Data Loss Prevention Software

CRM systems contain an enormous amount of data that’s invaluable to business processes and operations. Loss of that data can wreak havoc in multiple ways. However, the worst hackers—the ones that cause the most damage to your business—are rarely external ones. Employees, whether accidentally or maliciously, can send sensitive information out to unauthorized users, increasing …

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Tech Insider Update Highlights Latest Enhancements to Microsoft Dynamics 365 to Support CRM Activity

Recently, JourneyTEAM hosted the Tech Insider Update for Q1 to preview the latest enhancements and changes to the Microsoft Suite. Many of the updates are to Microsoft Dynamics 365 applications, proving that Microsoft continues to deliver CRM features that help your organization better serve your customers, work more productively, and close more deals.   Delivered in …

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How to Integrate Dynamics 365 Customer Service with WhatsApp for Improved Customer Service

Integrating WhatsApp with Dynamics 365 provides users with a familiar platform and businesses with powerful customer insights.  Thanks to its free services and ease of use, WhatsApp has become a major messaging platform throughout the world. With more than 2 billion users scattered across the globe, the platform sends more than 60 billion messages every …

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Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 2

Multi-factor Authentication (MFA) is a great first step in tightening data security to prevent a breach of your invaluable Microsoft Dynamics 365 CRM data. Think of how implementing multiple Microsoft Azure 365 identity and access management security measures can exponentially increase your tenant’s protection!    In Part 1, we covered best practices surrounding your Azure Portal …

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Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 1

Your Microsoft Dynamics 365 CRM is a database packed with invaluable information on your business.  It deserves the best protection you can provide. From prospects, customers and service issues, purchasing, and so much more, your business can’t function without this information. A security breach that puts this data in the wrong hands would be nothing …

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What You Need to do in Response to the Microsoft On-Prem Exchange Hack

If you haven’t been paying attention to the news recently, we’ll catch you up. Recently, Microsoft fell victim to a Chinese-based group of hackers (they’re calling them Hafnium) who have been targeting US-based companies via their on-prem Exchange servers. Specifically, this group is targeting data from industries like defense contractors, higher education, policy think tanks, …

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Introducing the First Solution from Project Cortex: SharePoint Syntex

Think about how many documents are stored in your CRM system. There’s at least thousands, if not millions, of forms, papers, policies, and reports stored in there. And chances are, you rely on that content to get work done, so it has to be organized.  Before software, we relied on the good old-fashioned filing cabinet …

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