Prophet Business Group

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 effectively and win more deals. Follow a guided sales process that is customizable to your organization’s needs. Integration with the office suite of products allows; …

Microsoft Dynamics 365 Read More »

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 tasks to make sure they actually work before you launch the full project. If done correctly, it can really smooth out the launch of your …

[Video] User Acceptance Testing Can Make Or Break Your Dynamics 365 Project Read More »

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? Do you want to turn the KYC process into actionable business intelligence rather than a regulatory burden? If so, you’ll want to look at our …

Make “Know Your Client” Compliance Easier with CRM Read More »

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 talking about good passwords. I’m talking about a tendency for making everyone a system admin, instead of deciding which sections, records and fields each user …

One Thing 90% of CRMs Don’t Have (That Yours Needs) Read More »

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 organization (or Office 365) from your current datacenter to one closer to your geographic location. The new local Microsoft Cloud enables data residency for commercial …

Migrate Your Dynamics CRM Online Organization to a Canadian Datacenter Read More »

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, but people rarely consider the differences between the online or on premises update cycles. As an on-premises user who’s been waiting almost six months to …

Understanding Dynamics CRM Online vs. On Premises Update Cycles Read More »

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