CRM Add-On ISV Products

Crowe's Logo 7 Ways The Right CRM Helps You Serve Your Banking Customers Better

The old adage about a bird in the hand being worth two in the bush rings true when you’re talking about nurturing existing client relationships. It’s less expensive and more efficient to cultivate the customers you already have while your marketing department helps you find new ones. This is especially true for retail banks and …

7 Ways The Right CRM Helps You Serve Your Banking Customers Better Read More »

emfluence Marketing Platform's Logo A Hybrid Marketing Automation Option for Microsoft Dynamics Users

A hybrid marketing automation platform solution for Microsoft Dynamics merges two best-in-breed solutions to deliver outstanding performance, usability and flexibility. In this case, the emfluence Marketing Platform, a robust, mature marketing automation stack is merged with Microsoft Dynamics 365. The result is a dream solution that leverages the best of both worlds.   How they …

A Hybrid Marketing Automation Option for Microsoft Dynamics Users Read More »

Connecting Software's Logo 3 Document Management Tips to Boost Security and Performance in Dynamics 365

Microsoft Dynamics 365 users end up having it as part of their daily routine and infrastructure. All kinds of valuable information are in there and Dynamics easily becomes crucial for the company. In spite of that, some important aspects are often overlooked. For example, have you noticed the number of attachments and documents that end …

3 Document Management Tips to Boost Security and Performance in Dynamics 365 Read More »

emfluence Marketing Platform's Logo What Makes the Perfect CRM Record?

 Want to be a better data-driven marketer? Your Microsoft Dynamics CRM is a great place to lay that foundation!   Let’s get started by talking about what makes your perfect CRM record. This will be unique for every business, but there are some guidelines you can use to start your thinking and planning processes: Sales …

What Makes the Perfect CRM Record? Read More »

Inogic's Logo Enhance Dynamics 365 CRM & Power Apps productivity with 1 Click Inogic productivity Apps!

Today, you will find innumerable productivity apps that are available in the market which will help you to enhance Dynamics 365 CRM productivity in one way or another. But it seems quite tedious to search and find the right app for your organization. To make your search easy, we will shed light on some of …

Enhance Dynamics 365 CRM & Power Apps productivity with 1 Click Inogic productivity Apps! Read More »

Connecting Software's Logo 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 …

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

emfluence Marketing Platform's Logo 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, …

Your Marketing Automation Success Guide Read More »

Inogic's Logo 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 …

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

Inogic's Logo 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 …

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

Inogic's Logo 1 Click to Undo changes in Bulk along with Restoring Dynamics 365 CRM Deleted Records & History Changes as well!

Data allows organizations to make effective business plans, find resourceful insights, and much more. Hence, maintaining good and accurate data in Dynamics 365 CRM and Power Apps is very crucial. But what if there is a data entry error? What measures to take when an important record is deleted from the CRM environment? Dynamics 365 …

1 Click to Undo changes in Bulk along with Restoring Dynamics 365 CRM Deleted Records & History Changes as well! Read More »

 

Show Buttons
Hide Buttons