Multiple Forms If you're familiar with using multiple forms in Dynamics, then you know that you can create different forms and assign security roles so that different users see a different form for a specific entity. This can get rather complicated depending on how many forms you are using and if you are using a […]
continue reading...About Microsoft Dynamics 365
Here are the 5 best new features of Dynamics 365 arrived this year
2019 is coming to an end, and it is time to look back at the new features of Dynamics 365 introduced this year. We picked our five favorite features, do you agree with our choice? #1 Dynamics 365 Sales - Microsoft Teams integration Microsoft Teams is only two years old, but it is already […]
continue reading...Does Your CRM System Allow You to Treat Your High Value Customers as Highly Valued?
The evaluation of customers is an important part of any business. For decades banks have been analyzing customer data trying to determine which customers are the most “valuable.” Many different systems have been used over the years, each with their pros and cons. Here are some examples: A, B, C subjective ranking where people inside […]
continue reading...Understanding Your Business Process
It’s simple. For a business system implementation to succeed, the focus (from the start!) must be on how the system supports, integrates with and enhances an organization’s business processes. This statement supposes, perhaps ambitiously, that the business already has strongly defined business processes. CRM Implementations Require Standardization For many organizations, chaos often rules the day […]
continue reading...4 Tips to Strengthen Your CRM Communication Plan
CRM implementations and upgrades can be an exciting but sometimes challenging time within an organization. Change simply isn’t likely an easy pill to swallow for some within your business, so communicating those CRM changes should be transparent and tactful. Sharing this information with your company is central to the Change Management process that commonly takes […]
continue reading...The birth of a best-selling software
Thomas Berndorfer is the CEO and founder of Connecting Software. One of Connecting Software's best-selling products is CB Dynamics 365 to SharePoint Permissions Replicator, "a unique solution for all environments where you have Dynamics 365 and SharePoint". This is a product that is now sold worldwide with great success. For a deeper understanding of it, […]
continue reading...Manage your Entire Sales Cycle with Microsoft Dynamics 365 Customer Engagement
With cloud-based technologies and AI, we hear a lot about all the different things a CRM solution can do. However, if you’re thinking about implementing a CRM solution such as Microsoft Dynamics 365 Customer Engagement, it’s important to start out with the functionalities that will bring the most value to your business. Start out […]
continue reading...How to Integrate Dynamics 365 with Any Software for Live Data
How much time a day do we waste navigating between the apps? Researches say, 69% of workers waste up to 60 min/day switching between various programs and applications. One hour of a working day! It is because large companies have around 163 apps on average per one employee. Again, pretty overwhelming. Integration and synchronization between company […]
continue reading...Get a Free Instant Microsoft Dynamics 365/CRM Quick Quote
CRM pricing shouldn’t be a mystery. There is plenty of information online about the features of various CRM (Customer Relationship Management) software solutions. But, for whatever reason, it’s really hard to find CRM pricing on the Internet. Usually, and understandably, CRM resellers want to get a salesperson into your office for a demonstration and consultation […]
continue reading...5 Strategies for Digital Transformation in Banking – Strategy 3
There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 3: Optimize the opportunity management process with a more relevant approach Every bank and credit union has customer acquisition as a top priority. Meet customers and prospects where they are – and set goals for sales, service, […]
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