CRM Dynamics Upgrades

Tech Insider Update Highlights Latest Enhancements to Microsoft Dynamics 365 to Support CRM Activity

Recently, JourneyTEAM hosted the Tech Insider Update for Q1 to preview the latest enhancements and changes to the Microsoft Suite. Many of the updates are to Microsoft Dynamics 365 applications, proving that Microsoft continues to deliver CRM features that help your organization better serve your customers, work more productively, and close more deals.   Delivered in …

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Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 2

Multi-factor Authentication (MFA) is a great first step in tightening data security to prevent a breach of your invaluable Microsoft Dynamics 365 CRM data. Think of how implementing multiple Microsoft Azure 365 identity and access management security measures can exponentially increase your tenant’s protection!    In Part 1, we covered best practices surrounding your Azure Portal …

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Tips on using Advanced Find in Microsoft Dynamics 365

A lot of small and midsize businesses (SMBs) have implemented Microsoft Dynamics 365. The tool is scalable, flexible, automates 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 …

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Let Your Data Tell a Story: CRM Using Microsoft Power BI

CRM is the key to a successful business. Data visualization takes your customer relationships to another level. Extend your CRM solutions to create a bigger, more sustainable customer pool with Microsoft Power BI. This software application visualizes your corporate information and allows your data to tell a very important story.   The information age has …

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Join JourneyTEAM’s Tech Insider Update for Business Strategies and Insider Tips & Tricks | August 6th

TECH INSIDER UPDATE • Business Strategies and Insider Tips & Tricks     Did You Miss Our Live Tech Insider Update Event? WATCH THE WEBINAR RECORDING   JOIN US FOR THIS POWERFUL WEBINAR ON AUGUST 6TH Get insider info on the latest technology products, ideas, and trends in the industry. This is not a demo. …

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Power-CRM Version 1.0.0.40 Released

            Power-CRM update 1.0.0.40 is now available. This version upgrade includes 17 bug fixes and 15 new functionality items. Along with version 1.0.0.40, we are also releasing the Power-CRM Sales Analysis App. This optional add-on solution is a full analytics app for Power-CRM containing 10 full dashboards/reports and over 70 charts/graphs/KPI's. …

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CRM Roadmap: Where are you?

One of the great advantages using Microsoft products is their commitment to continuous innovation and improvement. Therefore, it can be easy to lose sight of where you are on the Microsoft CRM roadmap. Specifically, versions and name changes blend together over time. How can you be sure your business is where it needs to be? …

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Connect LinkedIn with your CRM

LinkedIn is more than just the world’s largest social network of professionals. It is also a vast, untapped source of revenue for your sales team. LinkedIn in full of educated, affluent decision makers, representing over 30M companies worldwide.  According to Forbes, 80% of B2B leads from social media occur on LinkedIn. 45% of people that …

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Tailor Dynamics 365 for your Business using Custom Apps

Have you ever opened the menu in Dynamics 365 and been overwhelmed with deciding where to navigate among the seemingly endless sea of record types? Navigation in Dynamics 365 can be difficult and time consuming – especially for new employees or those working on secondary devices like laptops, tablets, or phones. By deploying custom apps …

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Dynamics 365 Spring 2019 Update is One Week Away

Microsoft Dynamics 365 Spring update. The next major update to Dynamics 365 is 1 WEEK AWAY! Microsoft has changed the way that updates to Dynamics 365 Online are deployed. In the past the update would roll out over a month or so and you would receive notifications of the date your system would receive the …

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