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

 
 

by ISV/Add On Partners

Nouvelle fonctionnalité de Concepteur disponible bientôt pour Word pour le web

Microsoft a récemment annoncé le lancement prochain d’une toute nouvelle fonctionnalité pour Word pour le web : Concepteur, lequel vous permettra de créer des documents d’allure professionnelle directement à partir de Word pour le web. Certains utilisateurs peuvent déjà en profiter suite à un lancement ciblé, mais le lancement standard est prévu pour début novembre. Le […]

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New Designer Feature Available Soon for Microsoft Word for the Web

Microsoft has recently announced the upcoming launch of a brand-new feature for Word for the web: Designer, which will let you create polished documents directly from Word for the web. A targeted release has made the feature available for certain users already, but the standard release is planned for early November. Designer offers formatting consistency […]

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How is Your Bank Planning to Get Ahead of the Coming Wave of Problem Loans?

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 […]

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3 Reasons Why You Should Avoid Keeping Your Attachments in Dynamics 365

The thing about Dynamics 365 email attachments is that they take up space. Lots of space. And then you have other kinds of attachments, for example in Notes, and those take up space too... In this article, we will start by looking at the three main reasons you should not keep your attachments inside Microsoft […]

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Your Marketing Automation Success Guide

If you’re new to your marketing automation platform integration with your CRM system, this post is designed to give you guidance on best practices—and worst practices—for marketing automation. Let’s start with the good:   Your Email Must Add Value People tend to subscribe to emails for one of three reasons: To receive discounts, special offers, […]

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Successful Banks Save Money by Bringing Marketing and Sales Together

When your sales team and your marketing team operate independently, managing leads and customers will be slower and cost more. CRM systems are no longer just for retail or business verticals, banks have the same need to manage customers. Implementing a CRM system for the banking industry is critical to serving your customers at every point […]

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Est-il possible d’économiser en créant vos propres rapports Microsoft Dynamics 365?

Les entreprises qui évaluent Microsoft Dynamics 365 Sales nous demandent souvent si les utilisateurs peuvent créer leurs propres rapports. La réponse dépend de 2 facteurs principaux : Le type de rapports dont vous avez besoin; L’expérience pertinente que votre équipe possède. En créant ses propres rapports, une entreprise peut potentiellement économiser des milliers de dollars. Cependant, […]

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Can a Microsoft Dynamics 365 User Save Money by Building Their Own Reports?

Companies evaluating Microsoft Dynamics 365 Sales will often ask us, “Can Microsoft Dynamics 365 users build their own reports?” The answer comes down to a couple of factors: What kind of reports do you need? What kind of relevant experience does your team have? By building their own reports, a business could potentially save thousands […]

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Explore the latest Event-Based Alerts feature within your Dynamics 365 CRM!

Alerts4Dynamics (Preferred App on Microsoft AppSource) is a must-have app for all those of you who want to seamlessly create and manage alerts and notifications within Dynamics 365 CRM and Power Apps. It gives you an option to create a variety of alerts within Dynamics 365 CRM, such as Record-Based Alerts, Rule-Based Alerts, Announcement and […]

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How Detail Map feature within Dynamics 365 CRM & PowerApps helps create productive strategies with geographical insights

Maplytics (Preferred App on Microsoft AppSource) is known and valued for its easy user interface and powerful feature-set. To maintain this state of efficiency, Maplytics ‘Detail Map’ helps users visualize their Dynamics 365 CRM / PowerApps data on the map for analysis. Detail Map visualizations can be used to extract useful geographical insights for your […]

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