Dynamics 365 (D365) Contact Relationship Management software allows embedded intelligence to assist you in the sales process. D365 for Sales will allow you to better understand customer needs, engage more …
Articles By: Prophet Business Group
[Video] User Acceptance Testing Can Make Or Break Your Dynamics 365 Project
User acceptance testing is a key piece of any Dynamics 365 CRM project. Basically, it entails getting your users into your system to try out some common workflows and day-to-day …
[Video] User Acceptance Testing Can Make Or Break Your Dynamics 365 Project Read More »
Make “Know Your Client” Compliance Easier with CRM
Is Know Your Client compliance (KYC) a challenge for you or your financial advisor clients? Would you like to automate the process of gathering information, updating clients and sending reminders? …
Make “Know Your Client” Compliance Easier with CRM Read More »
One Thing 90% of CRMs Don’t Have (That Yours Needs)
I’ve seen a lot of CRM projects and – based on my experience – there’s one thing that 90% of clients don’t bother with: a well-thought-out security model. I’m not …
One Thing 90% of CRMs Don’t Have (That Yours Needs) Read More »
3 Things You Need Before You Get a CRM [Video]
CRM is everywhere. It’s a sales management tool. It’s changing customer service. It’s in companies of all sizes. It can really change your business, but if you want to reap …
Migrate Your Dynamics CRM Online Organization to a Canadian Datacenter
Microsoft launched new datacenters in South America, Australia, Japan, India, and Canada. With the introduction of these new datacenters, you now have the opportunity to move your existing CRM Online …
Migrate Your Dynamics CRM Online Organization to a Canadian Datacenter Read More »
Manage More Than Sales in CRM with Project Service
CRM software started as a digital rolodex. Then it grew into a way to manage sales opportunities and leads. Eventually it absorbed customer service. Now, the boundaries of what you’ll …
Manage More Than Sales in CRM with Project Service Read More »
Understanding Dynamics CRM Online vs. On Premises Update Cycles
There are a lot of things to consider when choosing whether to deploy Microsoft Dynamics CRM Online or On Premises. Up-front costs, reporting requirements and migration are the most common, …
Understanding Dynamics CRM Online vs. On Premises Update Cycles Read More »
Hands-On Impressions of Dynamics CRM 2015 Spring Release
We’ve had access to Microsoft Dynamics CRM 2015 Spring Release for a few months now. During the lead-up we were swooning over some of the new features but, now that …
Hands-On Impressions of Dynamics CRM 2015 Spring Release Read More »
What Would You Do If A Sales Rep Quit Tomorrow?
We always ask the titular question when we’re talking to an organization about Microsoft Dynamics CRM and the answer is almost always some variation of “download their email and hope …
[Video] User Acceptance Testing Can Make Or Break Your Dynamics 365 Project
User acceptance testing is a key piece of any Dynamics 365 CRM project. Basically, it entails getting your users into your system to try out some common workflows and day-to-day …
[Video] User Acceptance Testing Can Make Or Break Your Dynamics 365 Project Read More »
Make “Know Your Client” Compliance Easier with CRM
Is Know Your Client compliance (KYC) a challenge for you or your financial advisor clients? Would you like to automate the process of gathering information, updating clients and sending reminders? …
Make “Know Your Client” Compliance Easier with CRM Read More »
One Thing 90% of CRMs Don’t Have (That Yours Needs)
I’ve seen a lot of CRM projects and – based on my experience – there’s one thing that 90% of clients don’t bother with: a well-thought-out security model. I’m not …
One Thing 90% of CRMs Don’t Have (That Yours Needs) Read More »
3 Things You Need Before You Get a CRM [Video]
CRM is everywhere. It’s a sales management tool. It’s changing customer service. It’s in companies of all sizes. It can really change your business, but if you want to reap …
Migrate Your Dynamics CRM Online Organization to a Canadian Datacenter
Microsoft launched new datacenters in South America, Australia, Japan, India, and Canada. With the introduction of these new datacenters, you now have the opportunity to move your existing CRM Online …
Migrate Your Dynamics CRM Online Organization to a Canadian Datacenter Read More »
Manage More Than Sales in CRM with Project Service
CRM software started as a digital rolodex. Then it grew into a way to manage sales opportunities and leads. Eventually it absorbed customer service. Now, the boundaries of what you’ll …
Manage More Than Sales in CRM with Project Service Read More »
Understanding Dynamics CRM Online vs. On Premises Update Cycles
There are a lot of things to consider when choosing whether to deploy Microsoft Dynamics CRM Online or On Premises. Up-front costs, reporting requirements and migration are the most common, …
Understanding Dynamics CRM Online vs. On Premises Update Cycles Read More »
Hands-On Impressions of Dynamics CRM 2015 Spring Release
We’ve had access to Microsoft Dynamics CRM 2015 Spring Release for a few months now. During the lead-up we were swooning over some of the new features but, now that …
Hands-On Impressions of Dynamics CRM 2015 Spring Release Read More »
What Would You Do If A Sales Rep Quit Tomorrow?
We always ask the titular question when we’re talking to an organization about Microsoft Dynamics CRM and the answer is almost always some variation of “download their email and hope …
