Dynamics 365 Team Member License Changes - the party's over... Well, not over but being scaled back. Team Member licenses for Dynamics 365 are a light-use license providing access to only main areas of the product - Account, Contact, Activities etc. Users with Team Member licensing are not supposed to be able to use sales, […]
continue reading...About Microsoft Dynamics 365
February Webinar: Three Flows to Charge Up Your Sales
Work Less and Do More With Power Automate! Everyone is looking for more time in the day. Power Automate enables you to work less and accomplish more. With Power Automate, you can automate repetitive, mundane tasks allowing you to focus on other things. Watch your productivity go through the roof! Charge up your sales with […]
continue reading...4 Ways the Right CRM System Can Help Banks Attract New Core Deposits
The number one strategic issue Crowe sees with our community and regional bank clients across the entire United States is attracting new core deposits. Core deposits that are low cost and sticky. So how do we grow core deposits and cross-sell to established customers? Build Social Networks Relationships still matter, we consistently observe that strong, […]
continue reading...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 a list of records Quick Views to place a form (of a parent record) in another form Sub-grids which allow us to place views in […]
continue reading...Will Millennials Like the CRM System at Your Company?
Millennials have grown up in a world of technology. Because of this, they are accustomed to quick access to information and the convenience of electronically performing tasks. Companies that choose not to update to a modern CRM software system risk their Millennial employees becoming frustrated and impatient with slow, cumbersome, and inconvenient outdated systems. Here […]
continue reading...L’interface unifiée de Dynamics 365 Customer Engagement (CRM) disponible en octobre 2020
La nouvelle interface unifiée de Microsoft Dynamics 365 Customer Engagement (CRM) fournit une expérience utilisateur améliorée et adaptative, assurant ainsi une expérience cohésive à partir de tous vos différents appareils et plateformes. Elle sera disponible pour tout le monde à partir du 1er octobre 2020, mais certains utilisateurs ont déjà la possibilité de passer à […]
continue reading...Efficiency and Productivity are Keys to Sales Operations Improvement in 2020
Did you hit your sales targets in 2019? If you did, congratulations! If you didn’t, you are probably looking back at what went wrong and searching for opportunities to do better in 2020. There’s as much to learn from what went right, as from what went wrong. It’s likely that the areas where you met […]
continue reading...Dynamics Unified Interface Upgrades are Here!
Changes Are Coming to Dynamics You may have recently received an email from Microsoft stating that change is coming and your Dynamics 365 environments will be automatically transitioned to the Dynamics Unified Interface within the next 30 days. While this may seem alarming, this is only an optional early transition; you still have control over […]
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