Microsoft Dynamics 365 for Sales users gain tremendous efficiency and productivity by running their business on one platform that provides a single source of truth about prospects and customers. Consider how much stronger your ROI would be if you could also automate the product pricing and quoting process from within Microsoft Dynamics, while gathering […]
continue reading...About Microsoft Dynamics 365
How to create Connections and Connections Roles in Dynamics 365
Connections in Dynamics 365 enable you create and view the relationships between multiple records across multiple entities. These could be Accounts, Contacts, Quotes, and Cases etc. From any entity you can see an overview of its relationships, helping drive better sales and marketing. The connections functionality is also available to use on custom entities that […]
continue reading...Microsoft Flow versus CRM Workflows: What’s the Difference?
We’ve heard a lot about “One Microsoft” these past few years, a restructuring of Microsoft’s organizational structure that connects together all aspects of the company. By eliminating silos between departments and teams, Microsoft sought to increase communication and synergy across its entire organization. It’s now offering organizations the tools they need to do the same: […]
continue reading...Tips on creating a microsoft crm business case
Every microsoft crm system has to have a compelling business case. Why are you undertaking a microsoft crm project? What do you want to achieve? How will you measure ROI? Here we provide some useful tips on creating a strong business case for your project. Tip #1 – Keep it brief Keep your microsoft […]
continue reading...7 Tips to Help You Choose the Right Dynamics 365 Implementation Partner
Microsoft Dynamics 365 provides the foundation of your business operations for the future. A great partner will help you make the most of your investment, helping your organization thrive in the digital world. The partner you choose should help you take full advantage of technology to improve your business processes for a long-term return on […]
continue reading...Dynamics 365 Licensing Changes and New features for Teams.
The 4 day Microsoft Inspire conference kicked off with a corenote livestream from Gavriella Schuster, Corporate VP of Microsoft's One Commercial Partner Organization, and Judson Althoff, executive VP of Microsoft's Worldwide Commercial Business. Microsoft's dedication to its mission of empowering every person and every organization on the planet to achieve more is evident. Big Dynamics […]
continue reading...Sales Efficiency: 5 Reasons CPQ for Microsoft Dynamics Surpasses Excel
There is a common problem in many organizations today, and it arises from the use of spreadsheets to organize and manage business processes. Excel has served companies well for more than 30 years, and it continues to be useful for many purposes, including organizational management and finances. But, there are limitations to its use […]
continue reading...The Role of CRM in Digital Transformation
We are working with a number of companies in the midst of digital transformation, helping them to use Microsoft Dynamics CRM to build better and more consistent relationships with their customers. Whether you’re B2B or B2C, your customers are now highly skilled when it comes to technology. In this demanding environment, CRM technology like Microsoft Dynamics […]
continue reading...Are Some of your Staff Younger than your Construction Costing System?
Back in the day … in the 80’s and 90’s... the thinking was that construction companies needed special “job cost accounting software”. On that basis the only other software you needed was an estimating tool or an Excel spreadsheet. Fast forward to the Present Day With the advent of the smartphone, the tablet, and […]
continue reading...8 Ways Dynamics 365 for Customer Service Supercharges Business
Customer Service impacts your brand perception as a major factor in brand choice and loyalty. By 2020, Customer Experience is projected to be the main differentiator for brands, overtaking the impact of pricing and product for the first time. Customers increasingly have an expectation that customer service will be available digitally, and around the clock. […]
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