In response to the COVID-19 crisis and an increase in customer requests, Microsoft has decided to revise support for SharePoint Server 2010 products and technologies. Microsoft’s top priority is the health and safety of their employees, customers, partners, and communities. They know that some of us are in the process of upgrading to a […]
continue reading...CRM Software Implementation Tips
Virtual Training During Covid-19: 5 Tips for CRM Professionals
The world is adjusting to a new reality that was unimaginable three months ago. COVID-19 has altered every aspect of our lives, introducing abrupt changes to the way businesses and communities operate. Everyone is adapting to virtual work and plans have certainly changed for in-person conferences, trainings, and seminars across all industries. The COVID-19 crisis offers an important […]
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...A Successful Remote Workforce with Microsoft 365 CRM
Set Your Remote Workforce Up for Success with Cloud-Based CRM Tools from Microsoft Until recently, only a handful of organizations had transitioned the better part of their workforce to working remotely. The idea of setting up virtually every employee to work from home was out of the question. Now, suddenly, organizations throughout the […]
continue reading...Power BI: Create the Perfect Key Column in 4 Simple Steps
Working with Microsoft Power BI Key Columns Matching your keys is an essential piece of data modeling and data analysis. Anyone working in Microsoft Power Business Intelligence runs into issues with keys. This is 100% true: If your primary and foreign keys don’t match—your data model won’t work. To make it easier […]
continue reading...COVID-19, Business Continuity Planning & Dynamics 365 CRM
This Company Achieved Record Breaking Sales Thanks to COVID-19, but Couldn’t Keep Up. the Right CRM Solution Could Have Made All the Difference In recent weeks, COVID-19 has had a dramatic impact on businesses in virtually every industry. Many organizations are currently focused on business continuity: they’re concerned with how they can continue operating […]
continue reading...Improve Crisis Communication with Free Microsoft Teams App
Keep Your Organization Connected During COVID-19 with Microsoft Teams and the Power Platform Over the past few weeks, organizations nationwide have been forced to undergo a dramatic operational shift as a result of COVID-19. More than ever before, employees and entire companies are working from home. For businesses using a cloud-based CRM solution […]
continue reading...COVID-19 & Increased Use of Microsoft Teams: Track Minutes
If You’re Using Teams to Work Remotely, Don’t Forget About Your Microsoft Teams Minutes All across the globe, more people are working remotely than ever before. On the one hand, this makes cloud-based CRM solutions like Dynamics 365 CRM more important than ever. At the same time, more companies are turning to remote communication […]
continue reading...Don’t Let the COVID-19 Economy Stop Important Initiatives: Here Are 3 Reasons to Get Started with Your CRM Software Project Now
Worried About the COVID-19 Economy? Here Are 3 Reasons to Get Started with Your CRM Software Project Now With skyrocketing unemployment, $2 trillion (and counting) added to the national debt, and analysts predicting a global recession, businesses are understandably hesitant to take on new projects. But believe it or not, the current economic conditions […]
continue reading...Microsoft Teams: Your Complete Solution for Working Remotely
Need to Transition to Working Remotely? Microsoft Teams is the Solution In the face of COVID-19, businesses throughout the United States are transitioning their employees to remote-based work. For some organizations, a remote workforce is nothing new. For many businesses, however, employees working from a shared office space is all they know. Trying […]
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