Cloud CRM

5 fonctionnalités du lancement 2021 pour Dynamics 365 Sales

Microsoft Dynamics 365 Sales est une plateforme intégrée qui fournit aux gestionnaires et aux représentants aux ventes tous les outils dont ils ont besoin pour augmenter la performance des ventes. Une meilleure visibilité sur le pipeline et les données clients permet à l’équipe de ventes de bâtir des relations à long terme et d’augmenter leurs …

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Top 5 Features of the 2021 Release for Dynamics 365 Sales

Microsoft Dynamics 365 Sales is an integrated platform that provides sales reps and leaders alike with all the tools they need to increase their sales performance. Increased visibility on the pipeline and customer data lets the sales team build long-lasting relationships and increase their revenue numbers. With the first 2021 release for Dynamics 365 Sales …

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Advantage of CRMPlus365 Over SalesForce

You can get the technology you need with P2 Automation's CRMPlus365, and you can save a lot of money by choosing it over SalesForce. We worked with a client who could save $23,000 a year in SalesForce licensing fees by moving to CRMPlus365. After reviewing all the features of CRMPlus365, everyone was on board with …

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Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 2

Multi-factor Authentication (MFA) is a great first step in tightening data security to prevent a breach of your invaluable Microsoft Dynamics 365 CRM data. Think of how implementing multiple Microsoft Azure 365 identity and access management security measures can exponentially increase your tenant’s protection!    In Part 1, we covered best practices surrounding your Azure Portal …

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Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 1

Your Microsoft Dynamics 365 CRM is a database packed with invaluable information on your business.  It deserves the best protection you can provide. From prospects, customers and service issues, purchasing, and so much more, your business can’t function without this information. A security breach that puts this data in the wrong hands would be nothing …

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Why Companies Need CRM

CRM Solutions today are more important than ever to help capture every opportunity and put the odds in your favor for both managing your existing customers effectively and nurturing prospects to close.  Over time, Customer Relationship Management or (CRM) software has increasingly evolved to include more business tools necessary to help companies with staying on …

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Is your Dynamics On Premise implementation cloud ready?

Lots of customers have opted to implement Microsoft Dynamics 365 On Premise rather than in the cloud over the years. We've helped several migrate to online as the choice became part of their technology roadmaps. In recent years, Microsoft has moved towards a "Cloud First" methodology. Review our recent blog post "The Benefits of Dynamics 365 …

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Dynamics 365 Marketing 2021 Release Wave 1

To take marketing to the next level, take a look at the updated features in Microsoft Dynamics 365 Marketing 2021 Release Wave 1. Marketers did not expected the current pandemic to have such a profound effect on how businesses operate. Finding new leads or just holding on to long-time customers has become a greater challenge. Microsoft's …

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What You Need to do in Response to the Microsoft On-Prem Exchange Hack

If you haven’t been paying attention to the news recently, we’ll catch you up. Recently, Microsoft fell victim to a Chinese-based group of hackers (they’re calling them Hafnium) who have been targeting US-based companies via their on-prem Exchange servers. Specifically, this group is targeting data from industries like defense contractors, higher education, policy think tanks, …

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How to Use CRM Integration to Your Advantage – Real World Examples

There used to be a discussion on whether CRM integration was good or bad, but nowadays, CRM integration examples are all around you. Whether to integrate or not is no longer up for discussion. Your CRM will integrate with other software. The question is which software do we choose to integrate with and how to …

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