About Microsoft Dynamics 365

Gig Workers? How to Avoid Compliance Pitfalls.

Do you know the difference between employees and gig workers?  Judging from recent headlines,  one very large organization has been indicted for not recognizing the difference – at least when it comes to their accounting. Gig workers are independent contractors hired to perform individual jobs called gigs. They differ from employees in that they work …

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Using Dynamics 365 For Managing Data In Nonprofits

When a nonprofit invests in high-end CRM software, it’s logical to set an expectation regarding some ROI (Return on Investment) in terms of donation, grants revenue. But to get the real worth, you need to utilize the features to the max. The market is filled with a range of CRM software, each claiming to be …

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Security Error in Microsoft Dynamics 365 Custom Workflow

In most organizations, sending an email to teams is an activity that is performed daily. As an example, if a new lead comes into the CRM organization, the assigned team needs to be notified, so that they can follow up. Unfortunately, sending an email to a team isn’t a simple task in CRM. It comprises …

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Why is Microsoft Dynamics CRM software important for the sports industry?

A sports fan arguably is the ideal client, frequently promoting and communicating about their favorite brand (the team). But using that passion and learning how to manage, communicate and embrace them in a way that can satisfy the team and the fan is easier said than done. Many sports teams rely on CRM software to …

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Attaching an SSRS Report in Dynamics 365

Just being customer-centric isn’t any added value that an organization has to offer anymore. It is a quintessential feature that underlines the ideals of a company. It has been proven that it is cost-effective to retain old customers and one of the best ways of doing that is taking care of them. This could mean …

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The Challenges of Dynamics 365 Document Management and SharePoint Security

After 17 years on the market, our favorite story at Connecting Software is still the story behind our market-leader product CB Dynamics 365 to SharePoint Permissions Replicator. We even have a video on it, but let me get to the point: this story shows what happens when a customer’s need finally reaches the ears of …

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4 Ways a Bank Can Use CRM as a Sales Tool

The right CRM system for your bank should allow you to see a complete view of the customer across all departments. This could include bank, residential mortgage, commercial, and wealth management relationships. While a CRM system is great at giving you quick access to data and analytics, it can also be used to drive sales. …

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Microsoft Dynamics 365 CRM Optimization Tips to Fill Your Downtime

For most industries, operations tend to slow down at a certain time of the year, often during the summer months. If this is the case for you, it might be a good moment to optimize your Microsoft Dynamics 365 CRM platform in time for when things pick up again. If you’re looking for things to …

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10 Reasons Why Dynamics 365 Is A Better Choice for Non-Profits

It’s not an unknown fact that technology can take an organization to a different level making it more efficient, productive, and generating a good return on investment. As such it becomes a little tough for organizations who are still using old technology and are rummaging through several spreadsheets for information. Microsoft Dynamics 365 takes care …

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The Business Benefits of Dynamics 365 and SharePoint Integration

With changing innovation scene and the requirements of today’s clients, a venture calls for better work process management, closer coordinated effort among the teams, and tools to automate and drive process effectiveness. Not every software has been configured properly to be compatible with others. However, in the case of Dynamics 365 and SharePoint, since both are …

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