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CRM Software Implementation Tips

New CRM, Microsoft Cloud, & Office 365 Updates – Tech Insider Update

In August, JourneyTEAM hosted the Q3 Tech Insider Update webinar that introduced the latest Microsoft releases, updates, and changes, including those to Microsoft Cloud and Office 365. Learn about the updates to CRM, Exchange Online, Azure Active Directory, and Intune – now Microsoft Unified Endpoint Management.     Exchange Online Modern Authentication Mailbox Import/Export Outlook […]

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User Experience: An Important Aspect of CRM Implementation Projects

When you choose a new or upgraded CRM (Customer Resource Planning) solution, there are several areas that you investigate carefully. You’ll look at processes, features, and tools; you’ll be concerned with ease of compliance and security capabilities; you’ll want to know about implementation timelines and training; and of course, you’ll be sure to pin down […]

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Microsoft Tech Update: New Features & More in August 2020

JourneyTEAM's August 2020 Tech Insider Update is Here   If your organization wants to maximize their investment in Microsoft CRM software solutions, it is imperative to stay up to date with Microsoft’s latest releases and features. Each quarter, JourneyTEAM releases a new Tech Insider Update--a rapid-fire format webinar that reviews the most important new features […]

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D365 Customer Insights for Asset Mgmt: More Opportunities

Microsoft Dynamics 365 Customer Insights for Asset Management: Better Data Insights Lead to More (and Better) Opportunities   For asset management firms, succeeding with only basic understanding of clients, advisors and consultants is a thing of the past. To be a successful asset manager, you need to know more than just basic demographics to initiate […]

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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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Happier Employees Drive Your Organization’s Success & Growth

The Key to Successful Organizations: Measuring and Increasing Employee Work Happiness   Jeff Sutherland, the author of SCRUM: The Art of Doing Twice the Work in Half the Time, says, “Happy people aren’t happy because they are successful; they’re successful because they are happy. Happiness is a predictive measure.” If you’ve read his book, you’re familiar with […]

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Microsoft Power BI: Custom Bar Colors Helps you Show Your Dynamics 365 CRM Data Better

Building a visualization that shows performance to goal is a common practice in Microsoft Power BI. In this article, we are going to dive a little deeper into visualizations and how color helps to emphasize data in your CRM system including Microsoft Dynamics 365 for Sales.   One visualization that is commonly used in Dynamics […]

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Contact Tracing App Prevents COVID-19 in Company Offices

Preventing COVID-19 in the Workplace: The Latest Technology Solution for Contact Tracing for Small and Medium Size Businesses   COVID-19 has presented numerous challenges for businesses across the United States. While many companies transitioned to exclusively remote workforces at the onset of COVID-19, the world is now ready to revert back to some form of […]

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Change Management and the Change Curve for Dynamics 365 CRM Implementation

Change will come to your organization anytime you implement a new Microsoft Dynamics 365 CRM project or enhancement. That change isn’t a one-time experience but it’s an ongoing process of user adoption, adjustments, productivity, and engagement.   Anytime there is a project or enhancement change — the end goal is to empower users to adopt […]

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Better Designer Views in Microsoft Dynamics 365 CRM with the use of Power Apps — Get Excited!

The popularity of Microsoft Dynamics 365 CRM is continuing to grow and the developers at Microsoft are making improvements that push the boundaries of the CRM system.   Check out these new upgrades that the designers at Microsoft are making. Yes, as consultants at JourneyTEAM we were a little worried that the View Designer was […]

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