According to research by Forrester and Aberdeen, it takes an average of 3.4 weeks to get a contract approved, but using Contract Management software can reduce contract approval time an average of 82%. Deals don’t always close as fast as we’d like. The contract review, approval, and negotiation phase is all too often a sticking […]
continue reading...About Microsoft Dynamics CRM
Connecting a legacy system to Dynamics 365
We all know companies that have a legacy system for a long, long time… longer than we think they should. How can we, as consultants or partners, help them move on? The first question that pops to mind is: "Why don't they just get rid of that old software?". You can see the legacy software […]
continue reading...NetHope: Connecting Nonprofits with Microsoft Technology Partners
NetHope Helps Nonprofits Reach Their Goals by Connecting Them with Microsoft Technology Partners Last month, NetHope’s Center for the Digital Nonprofit had an exciting announcement for nonprofit organizations all around the world -- and we’re thrilled to be sharing it here. But first, what is NetHope? And why are those of us here at AKA […]
continue reading...Multiple Integration Points between Microsoft Dynamics 365 Customer Engagement and Business Central for Improved Efficiency
Microsoft Dynamics business management solutions offer a fully integrated platform from which you can manage all aspects of your organization. If you are currently using the CRM solution Microsoft Dynamics 365 Customer Engagement and are considering acquiring Microsoft Dynamics 365 Business Central to manage your operations in the cloud or vice-versa, Microsoft has made the […]
continue reading...Dynamics 365 Portals – Leverage Liquid and Java Script Custom Code to Enhance Portal Capabilities
Dynamics 365 Portals Dynamics 365 Portals offer a great way to enhance customer experience by extending some CRM configurations directly to the customer. There comes a time when you may want your portal to perform some action that is beyond the out-of-the-box functionality. Extending portal functionality often requires custom Java Script and or Liquid code. […]
continue reading...Marketing Lists Built to Feed Your Marketing Automation Platform
Marketing Lists built from sales data in your Microsoft Dynamics 365 environment can be invaluable marketing tools if assembled and utilized properly. These lists are especially effective when integrated into your marketing automation platform. Doing so allows you to efficiently target the most appropriate audience for any given campaign. What’s more, once you’ve linked your […]
continue reading...Good, better, best for sales quotes in Dynamics 365
There's more than one way to create a sales quote in Dynamics: Good: You can make one with Word or Excel. Better: You can use some built-in tools to create a PDF quote (but it's still basically built on Word templates). Best: You can add configure, price, quote (CPQ) software to Dynamics. Why is […]
continue reading...Microsoft Requiring Dynamics 365 Users to Migrate to the Unified Interface
Microsoft is requiring all Dynamics 365 Online users to migrate to the Unified Interface in 2020. By 2020 Microsoft Requiring Dynamics 365 Users to Migrate to the Unified Interface. The Unified Interface is a far superior user interface that is modern, unified across all devices (desktop, mobile & tablet) and makes the system easier to […]
continue reading...5 Strategies for Digital Transformation in Banking – Strategy 1
There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 1: Personalize the customer experience To establish profitable long-term relationships, banks must fully engage customers more quickly and nurture the relationships over the long-term. Strengthening the customer experience starts with all departments – from branches and sales […]
continue reading...Successful CPQ Integration with Microsoft Dynamics CRM: 5 Key Factors
In April of 2019, Ariel Katz, General Manager, Dynamics 365 for Sales and Sales Insights, recommended that Microsoft Dynamics 365 for Sales administrators explore partner apps to discover Configure-Price-Quote solutions that will “delight customers with fast turnaround times to consistently and accurately configure prices and quotes.” He goes on to say, “Configure-Price-Quote solutions are key […]
continue reading...
