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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

About Microsoft Dynamics CRM

What’s the Difference Between a CRM and a Marketing Automation Platform?

It probably won’t surprise you to learn that customer relationship management (CRM) software and marketing automation software are VERY different from one another. Yet, it seems that many people still get the two confused. It’s understandable, because on the surface each one can appear to be somewhat similar. A closer look will show us that […]

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Recurring Payments: Low Interchange Rates for Recurring Transactions

By David Goodale of Merchant-Accounts.ca As we continue our exploration of how membership organizations deal with recurring payments, we look at how merchants can take advantage of lower Interchange Rates for Recurring Transactions. This is part two of a 3 part series. Part one of the series can be read here. Few Merchants Take Advantage of […]

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5 bénéfices d’une intégration entre Microsoft Office 365 et Microsoft Dynamics 365 (CRM)

Microsoft Office 365 offre une suite d’outils de productivité pleinement intégrés à Microsoft Dynamics 365 Customer Engagement (CRM). Des applications bien connues comme Outlook, Excel, SharePoint et OneNote sont complétées par des outils infonuagiques améliorant la collaboration, la communication et la productivité au travail. Chez JOVACO Solutions, nous aimons la mobilité et l’accessibilité que cette […]

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Dynamics 365 Spring 2019 Update is One Week Away

Microsoft Dynamics 365 Spring update. The next major update to Dynamics 365 is 1 WEEK AWAY! Microsoft has changed the way that updates to Dynamics 365 Online are deployed. In the past the update would roll out over a month or so and you would receive notifications of the date your system would receive the […]

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The Benefits of AI for Asset Management: Marketing and Campaigns

AI for Asset Management Firms: Increase Marketing and Campaign Effectiveness When it comes to asset management, data is everything. In order to stay competitive in a changing market, you need access to reliable, meaningful data. Accessing this data and putting it to use for your firm involves having the right technology: without the right tech, […]

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Benefits of AI for Asset Management Firms: Managing Client Meetings

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 competitive, your business needs access to reliable and informative data sets, harnessed by the appropriate technology. When it comes to data-focused tech, Artificial Intelligence (AI) […]

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Online Training – Learn how to set up and use PowerBI with Dynamics 365

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 to set up and use PowerBI with Dynamics 365. PowerBI is on one of the most powerful business intelligence applications available and it fully integrates […]

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The Benefits of AI: Asset Management Firms and Trip Planning

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 need reliable data that’s easily accessible. But, without the right technology, you won’t be able to take full advantage of the data that’s available to […]

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AI for Asset Management Firms: Managing Pipelines and RFPs

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 right information, you’ll miss out on countless opportunities. That’s why it’s essential to have the technology in place to allow for easy data access and […]

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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 Customer Engagement. Well-known applications like Outlook, Excel, SharePoint and OneNote are complemented with a set of cloud-based tools that improve collaboration, communication and productivity in the workplace. At JOVACO Solutions, we love the mobility and accessibility offered by this integration, […]

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