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...CRM for Project Management
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
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 Dynamics 365 Improve customer engagement with decisions based on AI-driven insights To get a sense of […]
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 […]
continue reading...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 […]
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