The Dynamics 365 Unified Interface is coming and we had the opportunity to review it, below are our thoughts. The Unified Interface for Dynamics 365 is an updated user interface and is common across devices (mobile, tablet and desktop). It also includes some functionality only being released to the new client. You open the Unified […]
continue reading...About Microsoft Dynamics CRM
From Manual to Automatic: Billing Process Improvement
We know that you are busy and don’t have time to spend on mundane, repetitive billing processes that take up valuable time. Whether your company sends bills weekly, monthly, or whatever interval it may be, our Recurring Billing app could be the enhancement you’ve been looking for! Step 1: Generate Invoices Recurring Billing makes […]
continue reading...GDPR: How Will It Impact CRM?
The General Data Protection Regulation (GDPR) is a hot topic! The countdown to this new EU regulation is well underway, but what does it mean for your own business? As a Microsoft CRM partner that implements Dynamics 365, Preact frequently speak to SMB's seeking GDPR advice. That's why we were delighted to host a webinar […]
continue reading...5 User Adoption Tips with CRM
Plenty of organizations roll out new technology only to find that they are struggling with end user adoption. Here are 5 tips to help achieve high end user adoption with Dynamics 365 or any CRM system, in no particular order. 5 User Adoption Tips for CRM 1. Offer ongoing training and support materials in […]
continue reading...47 CRM/ERP Blog Members Exhibiting at User Group Summit 2017 Events in Nashville
There will be so many people to meet at the User Group Summit events in Nashville! One of the best parts about attending a User Group Summit event is exploring the Expo Hall and meeting the exhibitors. This year the GPUG, D365/AXUG, NAVUG and D365/CRMUG events are all taking place together in Nashville from October […]
continue reading...Searching Options in Dynamics 365
Finding information within Dynamics 365 is a crucial need for any user. You know the importance of putting in the important information. Likewise, you know that getting data out is equally important. That's why it's good to understand your search options. "Classic" Search Searching for records within Dynamics 365 (CRM) has been around for a […]
continue reading...Can a Librarian Manage Library with No Classification System
No, you are not wrong. This article is about Dynamics CRM and SharePoint. The metaphor of librarian managing library with no classification system is best describing the poor out-of-box feature to integrate Dynamics CRM with SharePoint. In the article “CRM is from Mars, SharePoint is from Venus” (read here), we suggest using less SharePoint folders […]
continue reading...10 Techy Tips Your Team Will Want to Know About Dynamics 365 Mobile Application for Phones & Tablets
Salespeople love mobile CRM. Rarely do they care how it is actually accomplished, they just know that when they can access information quickly on their phone or tablet, everyone is happier and deals close faster. And there are certain people within your organization who will be very happy to know these technical tips from the […]
continue reading...Multiple account Salesperson scenarios in Dynamics 365
Here is an issue we recently faced with a client who has multiple salespeople in multiple business lines, and there is always the possibility that multiple salespeople would want to claim ownership of the account. As they were integrating with their financial system, they also had a default ownership of ALL accounts to a single […]
continue reading...When is the Right Time to Upgrade Your HVAC Field Service Software?
It’s amazing the number of times executives from successful HVAC Companies have inquired about HVAC Field Service Management software only to say that they’re too busy to make changes or it just isn’t the right time. The problem is, during the time upgrading is put off, their business is missing out on growth and revenue […]
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