Articles By: Velosio

Velosio's Logo Dynamics 365 CRM: Card Forms in the Unified Interface

Microsoft Dynamics 365 Customer Engagement can already present data to users in a few different ways, including: Forms which contain data relevant to the record Views can provide users with […]

Velosio's Logo How to Transform Your CRM Data: Connecting Power BI & Dynamics 365

Your company has finally made the jump to the cloud. Great, but now how do you use the data in your Microsoft Dynamics 365 cloud environment? To report on all […]

Velosio's Logo Are You Ready to Move Up from Dynamics 365 On-Premises to Dynamics 365 Online?

If your IT team spends all its time troubleshooting your organization’s on-premises ERP/CRM solution, or if you are fed up with scheduling and paying for server upgrades and trying to […]

Velosio's Logo Data Migration Tips for Dynamics 365

One of the most important parts of a migration is getting the current data to the new system as efficiently as possible. To do that, preparation is key — the more […]

Velosio's Logo Five Ways to Get Great Reports from Dynamics 365 CE

Dynamics 365 for Customer Engagement (D365 CE) provides many tools to report on your data. Dynamics 365 CE enables your team to easily manage their work from marketing leads to sales […]

Velosio's Logo Dynamics 365 for Marketing: Better Collaboration for All Your Teams

Last April Microsoft released the new marketing module for Microsoft Dynamics 365. The solution addresses some areas that the Microsoft team knew would be important to not only your marketing […]

Velosio's Logo CRM Systems Fail Sales Teams. Can AI Help?

CRM systems are designed to automate processes, improve customer responsiveness and increase visibility. Your teams can’t wait to get their hands on the new toolset when they think about having […]

Velosio's Logo Maintaining Your Microsoft Dynamics CRM to Realize Its Full Potential

I’m guessing you regularly service your car, changing the oil and performing a maintenance check when it’s recommended by the manufacturer. Neglecting regular maintenance could mean a shorter and more […]

Velosio's Logo Where Did My Leads Go? Using Account-Based Sales & Marketing in CRM

A strategy to win new accounts and strengthen relationships with existing customers.   Account-based Sales & Marketing programs are gradually being adopted by B2B organizations to target their best-fit accounts […]

Velosio's Logo 5 Ways Dynamics 365 for Sales is Empowers Engagement

At its core, Microsoft Dynamics 365 for Sales is all about empowering sellers and it accomplishes this in five unique ways. Insight that Drives Action First and foremost, it provides […]

 

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