Dynamics CRM for Supply Chain

3 Ways a Microsoft Dynamics 365 Supply Chain Management and EDI Integration Enhance E-Commerce CRM Strategy

With the increased e-commerce demand caused by the dependency on online shopping, it is more important than ever to provide seamless customer experiences. If your company sells a product online, you know there’s so much more than just taking orders. A trusted solution like Microsoft Dynamics 365 Supply Chain Management as part of Dynamics 365 …

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Inogic Preferred apps – 15 smart solutions to get the best of Dynamics 365 CRM / Power Apps

It's finally here, the end of the year 2020. The onset of an unforeseen lockdown made us all stop, question, think and reflect on our goals, priorities, and the pressing question of what's next? Despite the barriers and challenges this new reality bought, businesses all around the globe showed the spirit of adaptation and emerged …

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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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Quote-to-cash in Dynamics 365

Whether you’re using D365 for Sales, D365 CE, or even a more tailored version (e.g., D365 for Field Service) if you’re in sales or marketing, chances are excellent that you’re using D365 to build and send sales quotes. While there are a handful of tools built in to Dynamics (and Office), competitive companies are extending …

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5 smart ways to manage Attachments and Disk Space in Dynamics 365 CRM

Document management forms a crucial part of any business activity. Without proper document management system there are bound to be errors resulting in delay of accomplishing important business activities. Here, Attach2Dynamics has played a major role in substantially improving the management of documents or attachments in Dynamics 365 CRM. With Attach2Dynamics management and storage of …

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Maps integration with Dynamics 365 CRM / PowerApps – Redefining your Sales, Service and Marketing Strategy!

Maps integration with Dynamics 365 CRM enables geocoding of CRM data thereby locating their latitude and longitude and their exact location. These properties can be leveraged by organizations to empower their Sales and Service representatives and bring a holistic improvement in their market presence. Various features that Maps integration helps with are: Geocoding   To …

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nVerge 2018 – a must-attend technology conference for business execs and end-users

Technology is embedded in everything we do. There are numerous CRM solutions out there that could supercharge your business and help you achieve an end to end efficiency. But how can you find the right one for your company or make sure the solution you're currently using is still up to date? Here at FMT …

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FastTrack Implementation Services for Microsoft Dynamics 365

Announcing FastTrack Implementation Services for Microsoft Dynamics 365. FastTrack is a fixed cost/scope, rapid implementation service that gets your company up and running quickly and cost-effectively. We offer FastTrack for Dynamics 365 Sales, Marketing or Service. Why a "rapid" implementation approach works - There are several things coming together in the CRM space that enables a …

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CPQ + CRM = YES

MBO, CPQ, CRM. Salespeople L.O.V.E. acronyms! That’s probably because we know time is short. But when an organization truly needs to save time and speed throughput, it automates as much as possible. And nowhere is automation more critical or more impactful than in the sales proposal process. Enter configure, price, quote; a.k.a., CPQ. A fully …

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Customer Self-Service – Your Portal to Success in the Digital Economy

The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect …

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