Les entreprises qui évaluent Microsoft Dynamics 365 Sales nous demandent souvent si les utilisateurs peuvent créer leurs propres rapports. La réponse dépend de 2 facteurs principaux : Le type de rapports dont vous avez besoin; L’expérience pertinente que votre équipe possède. En créant ses propres rapports, une entreprise peut potentiellement économiser des milliers de dollars. Cependant, […]
continue reading...CRM for Project Management
Can a Microsoft Dynamics 365 User Save Money by Building Their Own Reports?
Companies evaluating Microsoft Dynamics 365 Sales will often ask us, “Can Microsoft Dynamics 365 users build their own reports?” The answer comes down to a couple of factors: What kind of reports do you need? What kind of relevant experience does your team have? By building their own reports, a business could potentially save thousands […]
continue reading...Pourquoi intégrer vos projets à Microsoft Dynamics 365 Sales
Les ventes et les opérations sont souvent perçues comme étant deux équipes différentes avec des buts distincts, mais il est maintenant plus important que jamais que ces deux groupes travaillent ensemble. Avec des budgets et des délais de plus en plus serrés, les estimations doivent être toujours plus précises, alors que les dates de début […]
continue reading...Why You Should Integrate your Projects to Microsoft Dynamics 365 Sales
Most companies probably look at sales and operations as two different teams with two different sets of goals, but it’s more important than ever for these two groups to work together. As budgets tighten and timelines shorten, estimations have to be even more precise, and the start and end dates have to work with what […]
continue reading...Change Management and the Change Curve for Dynamics 365 CRM Implementation
Change will come to your organization anytime you implement a new Microsoft Dynamics 365 CRM project or enhancement. That change isn’t a one-time experience but it’s an ongoing process of user adoption, adjustments, productivity, and engagement. Anytime there is a project or enhancement change — the end goal is to empower users to adopt […]
continue reading...Better Designer Views in Microsoft Dynamics 365 CRM with the use of Power Apps — Get Excited!
The popularity of Microsoft Dynamics 365 CRM is continuing to grow and the developers at Microsoft are making improvements that push the boundaries of the CRM system. Check out these new upgrades that the designers at Microsoft are making. Yes, as consultants at JourneyTEAM we were a little worried that the View Designer was […]
continue reading...Microsoft Dynamics 365 CRM Releases Cool New Features Called Kanban Swim Lanes
It is now even more convenient to manage your sales pipeline. Dynamics 365 recently released some cool new features that allow you to update and manage your sales opportunities in — Kanban swim lanes. Check out these few short steps required to for your Opportunity entity, this fantastic new feature will be at the […]
continue reading...How to Create, Send, Collaborate and Analyze Surveys in Microsoft Forms Pro for Dynamics 365
NOTE: As of July 2020, Microsoft has renamed Forms Pro to Microsoft Dynamics 365 Customer Voice. Microsoft Forms Pro is a simple yet powerful enterprise survey tool that lets you capture, analyze, and act on customer and employee feedback. You can: Create professional surveys no matter your skill set Integrate data with Office 365 and […]
continue reading...How to Upload Business Cards into Dynamics 365 for Sales
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 […]
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