Cloud CRM

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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The Benefits of Dynamics 365 Online Versus On-Premise

  Today, almost everything is in the cloud. And if your organization isn't yet, you may be missing out on enhanced security, cost savings and new features. Specifically, I'm talking about Dynamics 365 Online vs On-Premise. As you may know, Microsoft has long had an on-premise version of Dynamics 365 which definitely has had its benefits, …

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How Microsoft Azure DevOps and Dynamics 365 CRM Work Together to Improve Service Responsiveness

An upset customer calls. My system is down! This feature doesn’t work! While many issues are open and closed cases (or are the result of user error), there may be bugs that need to be addressed by the development team. Having a centralized place for your customer information is just one CRM function. Your CRM …

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Unveiling Microsoft’s Latest EXP Platform: Microsoft Viva

The way we work has changed dramatically since the outbreak of COVID-19. With the majority of the workforce working from home or in a hybrid environment, many businesses are relying on their CRM system to help them navigate through the challenges of this global pandemic. The valuable data insights contained in CRM technology like Microsoft …

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Power Platform and the Rebranding of Common Data Service as Microsoft Dataverse

The Microsoft Power Platform is ever evolving! A few years ago we published an article on the use of one of its services call the Common Data Service. Well, Microsoft is now rebranding that as Dataverse. Same great features, but with a new name and updated terminology to appeal to the masses. What is it? …

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Dynamics 365 Portal Bootstrap

Dynamics 365 Portals offer a multitude of ways to customize the look and feel of your Portal, from an individual page element, to a web page, to modifications that will update your entire portal.  The Bootstrap file offers the most sweeping changes you can make to your entire portal, and it's one of the easiest …

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