It is important to clean up data in our CRM solution regularly. One of the main reasons is that unwanted data can lead to performance issues. Performance issues include taking too much time for the form load, saving records, random SQL timeouts etc. When working with applications like Microsoft Dynamics 365, one of the most predominant …
About Microsoft Dynamics 365
Lots of customers have opted to implement Microsoft Dynamics 365 On Premise rather than in the cloud over the years. We've helped several migrate to online as the choice became part of their technology roadmaps. In recent years, Microsoft has moved towards a "Cloud First" methodology. Review our recent blog post "The Benefits of Dynamics 365 …
Is your Dynamics On Premise implementation cloud ready? Read More »
Like any other company, in a small and mid-sized business (SMB) the HR function plays a vital role. They need to efficiently manage every aspect of your personnel, and consistently identifying and attracting the most talented people on the market which is important for your company to grow. Now, the horizon of the HR department …
What is Customer Service? Dynamics 365 Customer Service offers end-to-end service capabilities for customer support, including customer self service. Customer Service ensures your agents have the right tools to route and manage cases for all of your customers. What is Field Service? Dynamics 365 Field Service provides the tools required to ensure your customers …
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If you are working on Dynamics platform, you would know that your login session does time out after some time. The customers usually ask if there is a way to tweak that. There have been tremendous improvements made to Dynamics CRM cloud security and one such feature is the addition of new session and inactivity timeouts. The default …
To take marketing to the next level, take a look at the updated features in Microsoft Dynamics 365 Marketing 2021 Release Wave 1. Marketers did not expected the current pandemic to have such a profound effect on how businesses operate. Finding new leads or just holding on to long-time customers has become a greater challenge. Microsoft's …
Banks thrive on referrals. Not just from existing customers, but from internal referrals between departments and staff. For example, the bank teller referring a customer that made a large deposit to an investment advisor. Or the wealth management department referring a fixed-rate mortgage based on lower rates the bank is offering customers with high credit …
How Banks Can Overcome Roadblocks to Generating Internal Referrals Read More »
2021 Microsoft Dynamics 365 Pricing 2021 Microsoft Dynamics 365 pricing will help you understand the licensing and pricing for Microsoft Dynamics 365. Dynamics 365 has grown into a large business applications platform made up of many modules that can be optionally added to achieve a comprehensive platform to run your business. Deployment Models Dynamics 365 …
Do you think that it is better to keep everything in an old-fashioned file system and store all the leads or contacts in an excel sheet? Do you think that it’s an easy job for a salesperson to prioritize work, touch base with existing customers, and follow up with potential clients using these archaic methods …
Customer Voice is the Survey tool from Microsoft that is included with your Dynamics 365 licenses. Previously known as Forms Pro, Customer Voice is Microsoft’s Premium version of the Forms application included with Microsoft 365 subscriptions. Recently a user posted a question of how to create a …
How to Create a Contact Us Form Using Customer Voice Read More »
