CRM Software Information

Multi-factor Authentication (MFA) is a great first step in tightening data security to prevent a breach of your invaluable Microsoft Dynamics 365 CRM data. Think of how implementing multiple Microsoft Azure 365 identity and access management security measures can exponentially increase your tenant’s protection!    In Part 1, we covered best practices surrounding your Azure Portal …

Keep your Microsoft Dynamics 365 CRM Data Secure – Azure AD Best Practices After MFA – Part 2 Read More »

Selecting the best CRM tool for your business can be a challenging process. More companies today are utilizing modern technology business solutions to help reach business objectives.  CRM or Customer Relationship Management is essentially a business software system, or "Cloud Software" that helps individuals and teams maximize their productivity by improving customer communications and well …

Understanding CRM Features-Better Customer Engagement Read More »

We are happy to announce that this year several of our ERP and CRM Software Blog Members are spotlighted as speakers and sponsors of the Worldwide Microsoft Technology User Group - WWMSTUG event held virtually on April 14-15, 2021. WWMSTUG Why Should You Attend? No other digital event covers as many Microsoft applications in two …

CRM Software Blog Members Sponsor & Speak at the Worldwide Microsoft User Group Event – WWMSTUG Read More »

Lots of customers have opted to implement Microsoft Dynamics 365 On Premise rather than in the cloud over the years. We've helped several migrate to online as the choice became part of their technology roadmaps. In recent years, Microsoft has moved towards a "Cloud First" methodology. Review our recent blog post "The Benefits of Dynamics 365 …

Is your Dynamics On Premise implementation cloud ready? Read More »

2021 Microsoft Dynamics 365 Pricing 2021 Microsoft Dynamics 365 pricing will help you understand the licensing and pricing for Microsoft Dynamics 365. Dynamics 365 has grown into a large business applications platform made up of many modules that can be optionally added to achieve a comprehensive platform to run your business. Deployment Models Dynamics 365 …

2021 Microsoft Dynamics 365 Pricing Read More »

Think about how many documents are stored in your CRM system. There’s at least thousands, if not millions, of forms, papers, policies, and reports stored in there. And chances are, you rely on that content to get work done, so it has to be organized.  Before software, we relied on the good old-fashioned filing cabinet …

Introducing the First Solution from Project Cortex: SharePoint Syntex Read More »

Join us for this free training session and learn how to leverage sales intelligence technology to improve sales performance. Date: March 18th  Time: 12-1pm Eastern     Research has proven that incorporating intelligence technology in sales & marketing significantly improves performance. Harvard Business Review found that top-performing sales & marketing teams cite intelligence as a key …

Free Training – How to Leverage Sales Intelligence to Improve Sales & Marketing Performance Read More »

A lot of small and midsize businesses (SMBs) have implemented Microsoft Dynamics 365. The tool is scalable, flexible, automates more than half of the daily tasks, makes the sales pipeline visible, the customer journey shorter, and whatnot. And as I have spent quite a few years in the Dynamics 365 consulting field, I have noticed …

Tips on using Advanced Find in Microsoft Dynamics 365 Read More »

An upset customer calls. My system is down! This feature doesn’t work! While many issues are open and closed cases (or are the result of user error), there may be bugs that need to be addressed by the development team. Having a centralized place for your customer information is just one CRM function. Your CRM …

How Microsoft Azure DevOps and Dynamics 365 CRM Work Together to Improve Service Responsiveness Read More »

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