How to Upload a Business Card in Dynamics 365 for Sales The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead […]
continue reading...CRM for Project Management
5 reasons how QuickBooks integration with Dynamics 365 CRM can help streamline your business process
Sales and Accounting departments of an organization are interdependent on each other. Both require some data from the other for transparent transactions. However, when both these divisions work on different apps, to sync Sales and Accounting it might be a challenge to the management to control confidential data and every step and transactions have to […]
continue reading...Are Some of your Staff Younger than your Construction Costing System?
Back in the day … in the 80’s and 90’s... the thinking was that construction companies needed special “job cost accounting software”. On that basis the only other software you needed was an estimating tool or an Excel spreadsheet. Fast forward to the Present Day With the advent of the smartphone, the tablet, and […]
continue reading...IPM Project Management for Construction – Now on AppSource!
Now available on Microsoft Dynamics 365 Online! With the long awaited release of IPM Project Management on Microsoft Dynamics 365 (online), it doesn’t matter what your business looks like …. If it is project based, IPM has a project management solution, which integrates natively with Microsoft Project, Office 365, Outlook, Power BI and SharePoint. Built […]
continue reading...Manage your KPIs with Dynamics 365 Goals
Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in […]
continue reading...Email vs Excel vs MS Project vs CRM – What is the Best Project Management Tool?
A company does not just decide one day to start using a project management system. If you are a services based company, you have always been managing projects. And you have always had some kind of system in place, even at a most basic level. But at some point you will realize the limitations of […]
continue reading...Formulating a Channel Model for CRM Project Success – Download Now
Harnessing the correct communication channels and using them in the right way to facilitate project management is one of the biggest stumbling blocks faced by project stakeholders. Microsoft Gold Partner Mint Management Technologies’ Senior CRM Project Manager Ross Musselman provides insights and experience into formulating a channel model for streamlined project management with successful outcomes. […]
continue reading...Get to Know Dynamics 365 for Project Services
Microsoft Dynamics 365 boasts an assortment of features and benefits for Project Service Automation. Once the software is implemented, you will notice great improvement in productivity, which leads to enhancements in both customer satisfaction and overall profitability. There are three primary benefits gained when using Microsoft Dynamics 365 for Project Service Automation, which are the: […]
continue reading...How To Deliver Projects On Time On Budget Using Microsoft Dynamics CRM
Does your company want to deliver projects on time and on budget? Do you use Microsoft Dynamics CRM? AbleBridge’s Project Management tool for Dynamics CRM can help. You’ve made extensive use of your Microsoft Dynamics CRM solution in your marketing campaigns. Your sales team has also used it extensively in identifying prospects, cultivating leads and […]
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