These are unprecedented times, but we know the wave is coming. Every bank needs a strategy to get ahead of the coming wave of problem loans and work with your borrowers through tough times. At 2.15% as of Dec. 31, 2019, the percentage of problem loans was at a slightly higher starting point than before […]
continue reading...About Microsoft Dynamics CRM
5 Steps to Microsoft Dynamics 365 CRM Implementation Success
A lot of factors play a role in CRM (Customer Relationship Management) implementation success. Starting with research and going all the way through training, adoption, and ongoing support. If you are considering a new or updated CRM solution, such as Microsoft Dynamics 365/CRM, choosing the right solution, the right partner, and the right approach will […]
continue reading...Stop Cherry Picking! Automate Assignment of Leads/Cases within Dynamics 365 CRM/ Power Apps to specific users!
Do you find it hard to manually allocate work items to your team in Dynamics 365 CRM/Power Apps? Are you looking for a better way to allot/assign work items in Dynamics 365 CRM/Power Apps? Presenting to you, one of our Preferred Apps on Microsoft AppSource - Round Robin Routing & Assign – a productivity app […]
continue reading...Microsoft Teams Adds New Virtual Experiences
New Features in Microsoft Teams Recently Microsoft announced new Teams capabilities, as Microsoft continues to improve the app’s performance – in their continual battle to beat Zoom in the video conferencing space. The four areas of main focus were new meeting room experiences, new calling/ chat/ collaboration features, new Microsoft 365 Integrations, and Power Platform […]
continue reading...Creating a Social Posts Approval Flow with Dynamics 365 Marketing and Power Automate
Dynamics 365 Marketing is a powerful application within Dynamics 365 that allows for the easy management and deployment of digital marketing campaigns. Included within this is the ability to create and schedule social media posts.. As part of Dynamics 365 and the greater Microsoft suite of business apps, Dynamics 365 Marketing allows for easy integration […]
continue reading...Tech Insider Update Features Latest Changes to Microsoft Teams that Support Collaboration and CRM Activities
In today’s business landscape that has an increasing amount of salespeople working remotely, it is more important than ever that organizations have a collaboration platform in place that complements and supports CRM sales activities. Interested in learning how the latest updates to Microsoft Teams improves collaboration and shared information for sales, service and the […]
continue reading...Dynamics 365 for Marketing – Exciting Updates in October Release
Wave 2 of the Dynamics 365 2020 Release is just about here. And there are some pretty exciting innovations that will improve the way businesses do business. The release includes substantial enhancements and hundreds of new features across Dynamics 365 applications including Marketing, Sales, Customer Service, among others. While the entire 2020 release plan is […]
continue reading...5 Tips to Lower The Cost of Your Microsoft Dynamics 365 Quote
On a Microsoft Dynamics 365 implementation proposal, the cost of building custom reports can be substantial. As we mentioned in our previous post, there are ways that you can dive in and learn to do some of this reporting on your own. However, there are times when it is just better to leave it to […]
continue reading...A Single Source for Wealth Management Firms to Track Client Relationships
Wealth Management firms need to manage many different types of information as it relates to their client relationship. This can include family relationships, legal instruments, fees, client interactions and holdings. Information that is not organized in a single system makes the management of this information an administrative burden and introduces inefficiencies across the firm. Silos […]
continue reading...Budget for Microsoft Dynamics 365/CRM with Our Quick Quote Tool
If you are investigating CRM (Customer Relationship Management) solutions, you’ve probably zeroed in on Microsoft Dynamics 365/CRM. A lot of questions about features and usability will be answered by reading posts by our expert members on the CRM Software Blog. You can gain a wealth of information. But one question you will rarely see answered […]
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