Resources Available to Train and Continuously Support Your Dynamics 365 CE (CRM) Users
Effectively supporting and consistently training users of your Microsoft Dynamics 365 CRM application can make the difference between a thriving implementation and a failed one. Regardless of how impressive your …
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A Simple Power App for Videos and Step-by-Step Instructions for Your Team
Our exclusive Learning Center will provide your team with a consistent way to perform tasks within your specific CRM system. Easy is good! Transcript This is Steve Pestillo from P2 …
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Achieve Deeper Integration of Adobe Marketo Engage with Dynamics 365 CRM using the SSIS Integration Toolkit
Is it Possible to Integrate Adobe Marketo Engage with Dynamics 365 CRM Sales? Widely considered one of the most powerful marketing automation platforms, Adobe Marketo Engage helps marketing teams improve …
The Ultimate Guide on the Dynamics 365 + SharePoint Document Management Suite
Microsoft SharePoint is a widely used Document Management System (DMS) and document collaboration platform. Using Microsoft SharePoint to store Microsoft Dynamics 365 documents and make it the way of handling …
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How Real-time GPS tracking of Field Reps improves Individual and Sales Performance
“I don’t really want to keep a watch, but I’d like to be aware of where the sales reps are, so I can guide them in real-time, address ad hoc …
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How Microsoft Dynamics 365 CRM and Agile CPQ Launch your 2023 SKO and Sales Strategy
Is a CPQ Solution for Dynamics 365 Sales a good investment for 2023? With Sales Kickoff 2023 just around the corner, many companies are making plans for a great team-building …
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Data Integration Tools in 2022 Release Wave 1 of SSIS Integration Toolkit for Dynamics 365
We’re really excited about this year’s release of our popular SSIS Integration Toolkit for Microsoft Dynamics 365, in conjunction with other SSIS integration solutions. We’ve packed in over 428 improvements, …
Dynamics 365 Data Export Service Deprecation – Data Export Replacement Add-on
Back in November 2021, Microsoft announced it would be deprecating the Data Export Service (DES). While the successor Microsoft is offering, Azure Synapse Link, has powerful features for data analysis, …
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Top 7 Reasons to choose CPQ for Dynamics 365 for Sales
Dynamics 365 Sales is a world-renowned CRM platform from Microsoft, giving sales teams in the same office – or distributed across the globe – the tools they need to …
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Top Project Management CRM Add-On For Microsoft Dynamics 365
Many CRM solutions don’t come equipped with extensive project management tools. But many professional services firms need service management as well as sales pipeline management. Incorporating all the tools you …
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