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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

CRM Software Information

What to Avoid When Creating an Intranet

While your CRM is busy pulling in information from your social media platforms, customer service calls, website, and email communication into a single location, your employees are just as busy bouncing between different tools to get work done. You want to make your employees’ jobs easier by creating a single place for them to access […]

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3 Ways Microsoft Teams Support CRM by Promoting a Resilient, Inclusive and Hybrid Workplace

Working from home, working from the office, or in some cases, the hybrid of both — the modern workplace can make collaboration challenging. The pandemic has fundamentally changed the way we all work. If you are in sales, marketing or service, you thrive on interaction and teamwork. Microsoft Teams is Microsoft Office 365’s hub for […]

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Support CRM with New Dynamics 365 Field Service Mobile App

As a service leader, you have experienced firsthand how remote work has impacted service operations. Servitization, including proactive service, is now the expectation — the job is not complete after the sale. Your field service technicians who are already familiar with working remotely, also face new challenges.   While it may seem an uphill battle […]

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Pro Tips For Quick CRM System User Adoption

It’s been said that anything worth doing in life won’t come easy. Without a doubt, this applies to upgrading your business management systems. In today’s global economy, upgrading business management systems is more important than ever before. But CRM projects will only be successful if your team understands and adopts the new system quickly. How […]

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4 Examples of Companies That Save Time and Money by Easily Automating Manual Tasks and Processes

We are experiencing a dizzying rate of technological change. It’s both overwhelming and exciting at the same time. Sometimes we don’t even realize how much innovation is already a part of our daily lives. From restaurant apps for online food ordering to self-checkout at the grocery store to robotic vacuum cleaners, automation helps us function […]

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It’s the Quiet Ones You Should Be Like in Meetings

You’d be surprised at how much more you can accomplish when you’re not talking.   We’ve all attended meetings--it’s a necessary part of the job. Yet, have you ever been in a meeting discussing your CRM system, and no one can stop talking? Someone wants to discuss how to improve data tracking, while someone else […]

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Let Your Data Tell a Story: CRM Using Microsoft Power BI

CRM is the key to a successful business. Data visualization takes your customer relationships to another level. Extend your CRM solutions to create a bigger, more sustainable customer pool with Microsoft Power BI. This software application visualizes your corporate information and allows your data to tell a very important story.   The information age has […]

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Why Choose Microsoft Dynamics 365 CRM?

Why Choose Microsoft Dynamics 365 CRM? Using a Customer Relationship Management (CRM) system is a great way to improve your business. A CRM system, such as Dynamics 365, will provide insights to effectively manage your organization. By storing all of your customer data in one centralized location, a CRM system has the ability to analyze […]

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Microsoft Teams Calling Provides Additional Support for a Single Source for all CRM Information

The remote workforce is growing. This includes organizations’ sales and marketing teams, which used to relied on face-to-face interactions both in the office and in the field. To maximize the productivity of their sales and marketing teams, organizations now provide them with support in the form of centralized CRM solutions that provide full visibility into […]

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Better Microsoft CRM with Azure Synapse Analytics & Power BI Premium Gen 2

Let’s be honest. The world we live in is driven by data. Presentation and efficiency matter. Using the right CRM with the best visuals and security will not only increase your revenue, but guarantee the satisfaction of your valued customers.   JourneyTEAM, a Microsoft Gold Partner, will help you get your organization ahead of this […]

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