This blog aims to discuss three essential tools of Dynamics 365 Customer Engagement / CRM and the functions they serve in the DevOps process. However, before we introduce these three magic tools, we are first going to understand what DevOps and Dynamics CRM are, independently and together. What is DevOps? The term DevOps was coined […]
continue reading...About Microsoft Dynamics 365
In-Person Selling is Out: Guide to Virtual Selling for Microsoft Dynamics 365 Sales Leaders
Our hearts go out to those whose family members have fallen ill, as well as to those impacted by closures and layoffs. Many of us have family and businesses to worry about and care for. As VP of sales for a successful Microsoft Dynamics 365 CE partner located in Toronto, Canada, I’ve been able to […]
continue reading...The need for Collecting Cash Fast to build a Successful Recurring Business
Accounts Receivables processes can take up valuable time and energy in any organization. This is why “Collecting Cash fast” is one of the key metrics for building a successful recurring business. Very often the longer it takes to collect cash the higher the risk of collecting that cash correctly. You need to ensure that you […]
continue reading...Integration between Dynamics 365 and SharePoint
Microsoft has provided the best business solutions to organizational document sharing and team collaboration through the introduction of SharePoint. As the name suggests, it is a web-based document sharing system that provides exceptional security and the option of customization for its users. It has a built-in Office 365 integration that makes the entire model unique […]
continue reading...Microsoft Azure: Companies Work Remotely During COVID-19
Do Your Employees Need to Work Remotely? We Did It in One Weekend with Microsoft Azure: A Fast, Cost-Effective Solution Last week, one of our longstanding clients reached out to us with an urgent need. Just like countless other organizations worldwide during the COVID-19 pandemic, they needed to get their employees working from home -- […]
continue reading...Dynamics 365 Now More Than Ever!
Last week one of my favorite clients gave me a call. He told me that it wasn’t until this week that he truly appreciated how Dynamics 365 keeps his business running. “My sales team of 40 went from working out of 5 offices to the entire team working from home. I can still keep an […]
continue reading...Best Of the April 2020 Power Apps And Dynamics 365 Update Webinar
DYNAMICS 365 JUST KEEPS GETTING BETTER Microsoft’s dedication to making Dynamics 365 better is evident in the 2020 April Update. Microsoft has listened to users’ input and improved Dynamics 365 with a goal of increasing productivity. Early access for most features started in February 2020 and will be generally available in April 2020. Remember, not […]
continue reading...How Microsoft Dynamics 365 Customer Engagement can Support Remote Work
With social-distancing measures enforced across the world, many organizations are scrambling to keep their operations running while their employees are now working remotely. Luckily, Microsoft offers multiple tools that can keep your employees connected no matter where they’re located. A cloud-based customer relationship management platform such as Microsoft Dynamics 365 Customer Engagement and the Microsoft […]
continue reading...Dynamics 365 Wave 1 2020 Highlights
Before We Start Due to the current COVID-19 pandemic, Microsoft has decided to move the Wave 1 2020 Dynamics 365 and Power Platform update roll-out from April to May. You can read the official blog post here: Our commitment to customers to help ensure business continuity Dynamics 365 - Wave 1 2020 Highlights This post […]
continue reading...Beyond Sales Proposal Templates: Create Dynamic Sales Proposals in Microsoft Dynamics 365 for Sales
The last time you sent a proposal to a prospective customer, did the scene play out like this? You spent 20 minutes finding the right sales proposal template, or worse, copying a previous proposal. Then you spent another 30 minutes personalizing it and double-checking that every blank is filled in and mention of other customers […]
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