The need to integrate software goes back… way back! But now there is such a multitude of software, platforms, and options that it almost drives you crazy. You might get to a point in which you have a mix of cloud and on-premises, a mix of state-of-the-art software with very old legacy software… and how […]
continue reading...About Microsoft Dynamics 365
Creating PDF Quotes in Dynamics 365
Dynamics 365 has had a lot of great functionality added within the last few months. So, Microsoft has a whole site dedicated to documentation. I would recommend that you review this site to assist you with Dynamics 365. The reason for mentioning this site is that buried in there is a great little nugget of […]
continue reading...Crowe CRM for Banking Powered by Microsoft Dynamics 365 – Video Overview
Would your bank like to increase profitability and efficiency plus improve customer engagement and the customer experience? According to a 2018 report by The Financial Brand, banks and credit unions that digitally transform can achieve a 20% increase in revenues and a 30% decline in expenses. You can build a truly customer-centric business model with […]
continue reading...Don’t Miss This Top Technology Event: Business Technology Summit 2019 by JourneyTEAM
ONE OF THE BIGGEST TECHNOLOGY EVENTS OF THE YEAR This will be our sixth year doing Business Technology Summit (BTS) and it's getting bigger and better. We have more breakout sessions, more product offerings, and top insider tips from senior consultants. This is a great event for all C-Suite, VP's, and Directors. This FULL-DAY event will include 40+ BREAKOUT SESSIONS […]
continue reading...5 Benefits of Click2Export – A One Click solution to Export Dynamics 365 CRM Reports!
Since its launch, Click2Export has highly influenced the productivity of Dynamics 365 CRM users. It significantly reduced the amount of time spent on mundane tasks thereby, effectively saving time and effort of Dynamics 365 CRM users which can be utilized in other productive areas. Due to these capabilities it has become a highly sought after […]
continue reading...3 Ways to Streamline the Quoting Process in Microsoft Dynamics 365 for Sales [Video]
The ability to efficiently create accurate price quotes is crucial to accelerating sales cycles, increasing business growth, and ensuring your customers have a positive buying experience. However, the process can be time-consuming and error-prone when there are numerous product configuration parameters. In fact, it can take several mouse clicks to add an inventory item to […]
continue reading...Microsoft Dynamics 365/CRM: How Much Will It Cost?
CRM (Customer Relationship Management) software is a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data. With Microsoft Dynamics 365, you get a flexible solution that's customizable to […]
continue reading...Case Study: Make the Most of Your CRM Data with Microsoft Power BI
JOVACO Solutions loves Microsoft Power BI, and one of its main benefits is that it can be integrated to Microsoft Dynamics 365 Customer Engagement to leverage the wealth of data stored in your CRM solution. While a full system integration may not be the answer or a possibility in the short term, Power BI lets […]
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