You have likely heard many data related terms being thrown around— data packs, data lakes, data warehouses— but what do they mean? And are they important to your business? If someone is telling you that your business needs one, or even all of these, then where do you begin? For starters, let’s define the terminology. […]
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7 Characteristics of a Successful Ongoing CRM Implementation Mindset – Part 2
In our previous blog, we outlined the many changes that have affected the CRM industry, including ever changing customer and user expectations. We stressed the importance for organizations to adopt a new mindset of continuous improvement and new approaches to managing their CRM technology and processes investments over time. But how can that actually be […]
continue reading...Why CRM Must be an Ongoing Program, Not a Technology Implementation – Part 1
Define, Build, Test, Deploy, Support….Upgrade. Do it all again in a few years. Historically companies have allocated time and money to a CRM effort as a “one-time, big event.” Once live, the resources and dollars allocated were reduced to the bare minimum to simply maintain and support the CRM system until the next major upgrade. […]
continue reading...Microsoft Dynamics 365 for Sales CRM: How to Write Plug-ins in Azure Functions
Microsoft Dynamics 365: How to Write Dynamics 365 CRM Plug-ins Using Azure Functions While a lot has changed over the years with Microsoft Dynamics 365 for Sales (formerly Dynamics 365 CRM), there’s one thing that’s been a consistent feature of the software. We’re talking, of course, about plug-ins. What is a plug-in? Simply put, […]
continue reading...Microsoft Power BI Reports and Your Company’s Data Culture
How to Use Microsoft Power BI Reports to Create a Company Data Culture There’s no doubt about it: our world is data-driven. Virtually every choice we make is informed by data, whether it’s an everyday purchase, an important trip, or a big life decision. But despite this fact, businesses large and small are still failing […]
continue reading...Well-Rounded Microsoft Dynamics Consultants Blend Functional & Technical Skills
Becoming a Versatile Microsoft Dynamics Consultant: Combining Functional and Technical Skill Sets I’ve been working as a Microsoft Dynamics consultant for a number of years now, and I love my job. But back when I first started out, I remember feeling a bit unsure about how to classify myself. Was I a big picture person, […]
continue reading...3 CRM Benefits That Will Boost Your Member Retention
Membership retention is like a window into your nonprofit’s health – your association’s gauge of overall organizational performance. If retention is high, morale and productivity are, too. If it’s low, concerns abound. What is your nonprofit’s retention rate? What would you like it to be? According to Associations Now Daily News, a common retention target […]
continue reading...AI and Machine Learning for Asset Management: Better Trip Planning
In a world where time is money, improving efficiency and productivity while strengthening your relationships and delivering value is considered a huge KPI in any business. If your asset management firm isn’t currently benefiting from all of the capabilities that come with integrating AI and machine learning to your business strategy, you are leaving a […]
continue reading...What is Hybrid Cloud and How Can it Work for Your Business?
You’ve invested a lot into the systems you use for your business. Each asset has been carefully selected to protect critical data, provide infrastructure, and support open technologies for remote work, all while keeping your overall business goals-- and budget-- in mind. When shopping for new ways to support these systems, many organizations have turned to a […]
continue reading...Two or more Documents Attached to CRM Email using Word Templates.
There are occasions you need to Email two or more documents generated from two or more CRM Word Templates with one Email. Emailing one Email for each document, both Emailed to same recipient or list of recipients, is not the preferred option. The content of the two documents can be related to each other and […]
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