CRM for Project Management

A lot of small and midsize companies have implemented Microsoft Dynamics 365. The tool is scalable, flexible, automate more than half of the daily tasks, makes the sales pipeline visible, the customer journey shorter, and whatnot. And as I have spent quite a few years in the Dynamics 365 consulting field, I have noticed that …

Tips on using Advanced Find in Microsoft Dynamics 365 Read More »

An upset customer calls. My system is down! This feature doesn’t work! While many issues are open and closed cases (or are the result of user error), there may be bugs that need to be addressed by the development team. Having a centralized place for your customer information is just one CRM function. Your CRM …

How Microsoft Azure DevOps and Dynamics 365 CRM Work Together to Improve Service Responsiveness Read More »

Moving your CRM system to the cloud has numerous benefits: a centralized customer database, instant access to sales opportunities, automated task management processes--the list goes on and on. So while you’re enjoying a more secure, flexible, and accessible CRM system, why not bring those benefits to your endpoint management process?   Taking your endpoint management …

Bring Your Golden Image to the Cloud with the Help of a Microsoft Gold Partner Read More »

One of the important roles of Dynamics 365 CRM is to provide structured document management functionalities. As documents in Dynamics 365 CRM are stored as attachments or Note records, managing large number of documents becomes quite complex. And the higher the size of the database, the costlier it gets for buying more storage. Hence, a …

Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob! Read More »

Join us for Utah’s BIGGEST technology event and learn what’s next for businesses facing the challenges of COVID-19.     Today’s businesses are faced with overwhelming challenges and uncharted waters as the effects from COVID-19 continue. Even with some businesses reopening and returning to work, companies must continue to plan for a sudden recurrence in …

Business Technology Summit 2020 & Your CRM Read More »

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, …

Est-il possible d’économiser en créant vos propres rapports Microsoft Dynamics 365? Read More »

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 …

Can a Microsoft Dynamics 365 User Save Money by Building Their Own Reports? Read More »

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 …

Pourquoi intégrer vos projets à Microsoft Dynamics 365 Sales Read More »

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 …

Why You Should Integrate your Projects to Microsoft Dynamics 365 Sales Read More »

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 …

Change Management and the Change Curve for Dynamics 365 CRM Implementation Read More »

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