Using AI to Manage Client Meetings If you work in asset management, you already know just how important data is for the success of your firm. In order to stay […]
About Microsoft Dynamics CRM
Learn how to set up and use PowerBI with Dynamics 365 Online training on setting up Microsoft PowerBI and basic training on building reports & dashboards with Microsoft Dynamics 365. Learn how […]
How AI Can Help Your Asset Management Firm with Planning Trips As anyone working in asset management can tell you, data is extremely important. In order to stay competitive, you […]
The Advantages of AI for Asset Management Firms: Using AI to Manage Pipelines and RFPs In today’s asset management industry, nothing is more important than data. Without access to the […]
5 Things We Love About the Integration Between Microsoft Office 365 and Dynamics 365 (CRM)
Microsoft Office 365 offers a suite of productivity tools, fully integrated to Microsoft Dynamics 365. Well-known applications like Outlook, Excel, SharePoint and OneNote are complemented with a set of cloud-based […]
Addressing Issues with the Dynamics 365 App for Outlook
The Dynamics 365 App for Outlook was released in 2016 as a new way to sync data between Dynamics 365 (CRM) and Outlook. The application has evolved over time and […]
Add “Pay Now” button and QR code to invoice and statement documents
Add “Pay Now” button and QR code to invoice and statement documents Get paid faster by adding “Pay Now” button and QR Code to invoices and statements, emailed as PDF […]
CRM Portal Shopping Cart with selectable views
Released. An updated free Wizard solution to configure CRM Portal Shopping Cart with users’ selectable views to filter products by groups like price, type, or any other attribute / field […]
Building Better Schools with the Help of Microsoft Azure The Commit Partnership, a coalition of over 200 individual partners in the greater Dallas area, helps the Dallas community to […]
5 Benefits of Using a CRM for Credit Unions
Microsoft Dynamics 365 is a powerful tool that will benefit nearly any business. However, there are certain qualities to the software that make it uniquely designed to benefit Credit Unions. […]
Learn how to set up and use PowerBI with Dynamics 365 Online training on setting up Microsoft PowerBI and basic training on building reports & dashboards with Microsoft Dynamics 365. Learn how […]
How AI Can Help Your Asset Management Firm with Planning Trips As anyone working in asset management can tell you, data is extremely important. In order to stay competitive, you […]
The Advantages of AI for Asset Management Firms: Using AI to Manage Pipelines and RFPs In today’s asset management industry, nothing is more important than data. Without access to the […]
5 Things We Love About the Integration Between Microsoft Office 365 and Dynamics 365 (CRM)
Microsoft Office 365 offers a suite of productivity tools, fully integrated to Microsoft Dynamics 365. Well-known applications like Outlook, Excel, SharePoint and OneNote are complemented with a set of cloud-based […]
Addressing Issues with the Dynamics 365 App for Outlook
The Dynamics 365 App for Outlook was released in 2016 as a new way to sync data between Dynamics 365 (CRM) and Outlook. The application has evolved over time and […]
Add “Pay Now” button and QR code to invoice and statement documents
Add “Pay Now” button and QR code to invoice and statement documents Get paid faster by adding “Pay Now” button and QR Code to invoices and statements, emailed as PDF […]
CRM Portal Shopping Cart with selectable views
Released. An updated free Wizard solution to configure CRM Portal Shopping Cart with users’ selectable views to filter products by groups like price, type, or any other attribute / field […]
Building Better Schools with the Help of Microsoft Azure The Commit Partnership, a coalition of over 200 individual partners in the greater Dallas area, helps the Dallas community to […]
5 Benefits of Using a CRM for Credit Unions
Microsoft Dynamics 365 is a powerful tool that will benefit nearly any business. However, there are certain qualities to the software that make it uniquely designed to benefit Credit Unions. […]