Do Your Employees Need to Work Remotely? We Did It in One Weekend with Microsoft Azure: A Fast, Cost-Effective Solution Last week, one of our longstanding clients reached out to us with an urgent need. Just like countless other organizations worldwide during the COVID-19 pandemic, they needed to get their employees working from home -- […]
continue reading...CRM Software Information
How Microsoft Dynamics 365 Customer Engagement can Support Remote Work
With social-distancing measures enforced across the world, many organizations are scrambling to keep their operations running while their employees are now working remotely. Luckily, Microsoft offers multiple tools that can keep your employees connected no matter where they’re located. A cloud-based customer relationship management platform such as Microsoft Dynamics 365 Customer Engagement and the Microsoft […]
continue reading...How to Upload Business Cards into Dynamics 365 for Sales
How to Upload a Business Card in Dynamics 365 for Sales The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead […]
continue reading...Personnaliser votre solution Microsoft Dynamics 365 Customer Engagement (CRM)
Ceci est une version réécrite d’un article de blogue publié il y a quelques années. Puisque l’information est toujours pertinente, nous avons décidé de mettre à jour quelques-uns de nos anciens articles. Un des principaux bénéfices d’une solution de gestion de la relation client est sa flexibilité et son adaptabilité. En effet, elle peut […]
continue reading...Customizing Your Microsoft Dynamics 365 Customer Engagement (CRM) Solution
This is a rewritten version of an older blog post. As the information is still relevant today, we decided to revisit some of our older content and update it. One of the main benefits of a customer relationship management solution is its flexibility and adaptability: it can be customized to enhance your processes and […]
continue reading...L’interface unifiée de Dynamics 365 Customer Engagement (CRM) disponible en octobre 2020
La nouvelle interface unifiée de Microsoft Dynamics 365 Customer Engagement (CRM) fournit une expérience utilisateur améliorée et adaptative, assurant ainsi une expérience cohésive à partir de tous vos différents appareils et plateformes. Elle sera disponible pour tout le monde à partir du 1er octobre 2020, mais certains utilisateurs ont déjà la possibilité de passer à […]
continue reading...New Unified Interface for Microsoft Dynamics 365 Customer Engagement (CRM) Coming in October 2020
The new Unified Interface for Microsoft Dynamics 365 Customer Engagement (CRM) provides an enhanced, responsive user experience from all platforms, ensuring a cohesive experience from all your different devices. It will be available on October 1, 2020 for everyone, but some users already have the option of switching over to the new interface. Here’s what […]
continue reading...Selecting the Best CRM Software
Selecting the best CRM software for your business can be a challenging process. Get it right and your chance of success goes up significantly. CRM or Customer Relationship Management is essentially a business software that helps individuals and teams maximize their productivity by improving customer communications and marketing/sales/customer service effectiveness overall. Primarily, CRM is a […]
continue reading...Accounting Systems vs Billing Systems: What’s the difference for Cloud Solution Providers?
As a Microsoft Partner and CSP, a requirement is to have billing automation and accounting systems in place to keep a record of transactions and send out invoices. While the line between the two different systems has blurred in recent years, billing automation and accounting systems still serve two different purposes and require a software […]
continue reading...What happened to CRM user satisfaction?
The satisfaction with CRM systems is decreasing, according to the study "CRM in Practice - User Satisfaction, Benefits and Perspectives 2019/2020 " from Trovarit (published in German CRM in der Praxis – Anwenderzufriedenheit, Nutzen & Perspektiven 2019/2020). A total of 669 CRM executives were interviewed between April and June this year. They reported on how […]
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