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...CRM Software Information
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 […]
continue reading...Here are the 5 best new features of Dynamics 365 arrived this year
2019 is coming to an end, and it is time to look back at the new features of Dynamics 365 introduced this year. We picked our five favorite features, do you agree with our choice? #1 Dynamics 365 Sales - Microsoft Teams integration Microsoft Teams is only two years old, but it is already […]
continue reading...Keep Your Asset Management Firm Competitive with Advanced Analytics and Data Sets
Stay Competitive with the Help of Data Sets and Advanced Analytics The asset management industry is more competitive than ever, and the most successful firms are taking advantage of unique data in order to stay on top. Staying relevant in the industry means keeping pace with these changes in data analysis. Of course, asset […]
continue reading...CRM TRAINING FOR NEW AND EXISTING DYNAMICS 365 USERS
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 […]
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