Whether you are new to Dynamics 365 or have been using it for a while, tailored CRM training sessions can help your teams get the most from the sales and customer service apps. If your site is new, your people will need to understand how to tap into its many features in order to improve […]
continue reading...CRM Software Information
Don’t Miss This Top Technology Event: Business Technology Summit 2019 by JourneyTEAM
ONE OF THE BIGGEST TECHNOLOGY EVENTS OF THE YEAR This will be our sixth year doing Business Technology Summit (BTS) and it's getting bigger and better. We have more breakout sessions, more product offerings, and top insider tips from senior consultants. This is a great event for all C-Suite, VP's, and Directors. This FULL-DAY event will include 40+ BREAKOUT SESSIONS […]
continue reading...What to Look for in an Employer: Dynamics 365 CE/CRM Software Jobs
Searching for a Job Working with Dynamics 365 CRM? Here’s What You Should Look for in an Employer Years ago, it was common for an employee to stay with a single company for decades -- sometimes for their entire career. Nowadays, however, this is incredibly rare. Particularly in the rapidly changing tech world, professionals will […]
continue reading...Improve IT Help Desk Efficiency with a No-Code Bot – Microsoft Azure
Take Your Help Desk to the Next Level with a No-Code Bot Regardless of what industry you’re in, it’s important to offer your employees the support they need. For many organizations, this internal support takes the form of an online help desk. But, while there are certainly some inquiries that lend themselves to interacting with […]
continue reading...La différence entre Microsoft Flow et les workflows du CRM
On a beaucoup entendu parler de « One Microsoft » ces dernières années, une refonte de la structure organisationnelle de Microsoft connectant tous les aspects de la compagnie. En décloisonnant ses départements et équipes, Microsoft cherche à augmenter la communication et la synergie à travers l’ensemble de son organisation. Microsoft offre maintenant aux entreprises les outils pour […]
continue reading...How to create Connections and Connections Roles in Dynamics 365
Connections in Dynamics 365 enable you create and view the relationships between multiple records across multiple entities. These could be Accounts, Contacts, Quotes, and Cases etc. From any entity you can see an overview of its relationships, helping drive better sales and marketing. The connections functionality is also available to use on custom entities that […]
continue reading...Microsoft Flow versus CRM Workflows: What’s the Difference?
We’ve heard a lot about “One Microsoft” these past few years, a restructuring of Microsoft’s organizational structure that connects together all aspects of the company. By eliminating silos between departments and teams, Microsoft sought to increase communication and synergy across its entire organization. It’s now offering organizations the tools they need to do the same: […]
continue reading...Make a Success of Your CRM Implementation Project
If you’ve decided to implement a new or updated CRM solution, you might think your job is over when you’ve selected a full-featured, flexible CRM system such as Microsoft Dynamics 365/CRM. But really, there is some important work ahead. As important as it is to choose the right product, it’s equally important that it be […]
continue reading...CRM Roadmap: Where are you?
One of the great advantages using Microsoft products is their commitment to continuous innovation and improvement. Therefore, it can be easy to lose sight of where you are on the Microsoft CRM roadmap. Specifically, versions and name changes blend together over time. How can you be sure your business is where it needs to be? […]
continue reading...Should You Upgrade or Reimplement Your CRM Solution?
There are two different ways to improve your current CRM (Customer Relationship Management) solution: upgrade or reimplementation. You might assume that the end results of the two paths will be the same. But there is a distinction. Choosing the best path based on your organization’s processes and goals can make a big difference. CRM Reimplementation Reimplementation refers […]
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