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...CRM Software Implementation Tips
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 […]
continue reading...Dynamics PDF Any
Dynamics PDF Any As part of our policy providing tools for Dynamics CRM users to create and manage documents in CRM, we have now released new product -Dynamics PDF-Any. With Dynamics PDF-Any CRM user can select and PDF files from Emails’ attachments, Notes, and hard disk, and create PDF document, attach the PDF document to […]
continue reading...Weathering the Storm: How to Protect Your Business Data with the Cloud
You’re watching the news when you see the meteorologist point out a small storm in the Atlantic Ocean. In the coming days, that swirling energy cell becomes a tropical storm, then a hurricane. Initially it looks like it won’t hit your area, but with each passing day, the storm’s path changes. Suddenly, your town is […]
continue reading...Disaster Recovery with Microsoft Azure: The Tools You Need to Protect Your Business
Your business’s IT systems show their vulnerabilities when faced with disaster. Business owners always wish they had a more robust and safeguarded IT system when it’s too late: after a natural disaster like an earthquake, hurricane, or flood, or a human-caused attack like a computer virus or hacking scandal, has already struck. Be proactive-- now […]
continue reading...Dynamics SharePoint Organization (SPO) Configuration Explained
Dynamics SharePoint Organizer (SPO) is the product you need to manage how documents are uploaded from CRM to SharePoint, the file structure and folders names where documents are saved, and the metadata to be uploaded with the documents, from attributes of CRM records. This metadata is saved in SharePoint columns, to improve SharePoint search results, […]
continue reading...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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