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D365 Customer Insights for Asset Mgmt: More Opportunities

Microsoft Dynamics 365 Customer Insights for Asset Management: Better Data Insights Lead to More (and Better) Opportunities   For asset management firms, succeeding with only basic understanding of clients, advisors and consultants is a thing of the past. To be a successful asset manager, you need to know more than just basic demographics to initiate […]

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Why You Should Integrate your Projects to Microsoft Dynamics 365 Sales

Most companies probably look at sales and operations as two different teams with two different sets of goals, but it’s more important than ever for these two groups to work together. As budgets tighten and timelines shorten, estimations have to be even more precise, and the start and end dates have to work with what […]

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Join JourneyTEAM’s Tech Insider Update for Business Strategies and Insider Tips & Tricks | August 6th

TECH INSIDER UPDATE • Business Strategies and Insider Tips & Tricks     Did You Miss Our Live Tech Insider Update Event? WATCH THE WEBINAR RECORDING   JOIN US FOR THIS POWERFUL WEBINAR ON AUGUST 6TH Get insider info on the latest technology products, ideas, and trends in the industry. This is not a demo. […]

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Microsoft Power BI: Custom Bar Colors Helps you Show Your Dynamics 365 CRM Data Better

Building a visualization that shows performance to goal is a common practice in Microsoft Power BI. In this article, we are going to dive a little deeper into visualizations and how color helps to emphasize data in your CRM system including Microsoft Dynamics 365 for Sales.   One visualization that is commonly used in Dynamics […]

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Contact Tracing App Prevents COVID-19 in Company Offices

Preventing COVID-19 in the Workplace: The Latest Technology Solution for Contact Tracing for Small and Medium Size Businesses   COVID-19 has presented numerous challenges for businesses across the United States. While many companies transitioned to exclusively remote workforces at the onset of COVID-19, the world is now ready to revert back to some form of […]

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Better Designer Views in Microsoft Dynamics 365 CRM with the use of Power Apps — Get Excited!

The popularity of Microsoft Dynamics 365 CRM is continuing to grow and the developers at Microsoft are making improvements that push the boundaries of the CRM system.   Check out these new upgrades that the designers at Microsoft are making. Yes, as consultants at JourneyTEAM we were a little worried that the View Designer was […]

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Adapter Dynamics 365 Sales aux besoins des firmes de services professionnels avec Power BI

Si vous utilisez déjà les tableaux de bord de Microsoft Dynamics 365 Sales, il se peut qu’a priori vous ne voyez pas d’utilité à ceux de Microsoft Power BI. Cependant, il s’agit là d’un outil important pour les firmes de services professionnels puisqu’ils offrent une meilleure visibilité sur les informations dont elles ont besoin, incluant […]

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Adapting to COVID-19: Remote Workforce & Client Opportunities

How AKA’s Remote Workforce Embraced Unexpected Opportunities During COVID-19   As the COVID-19 pandemic continues, many businesses have seen an adverse business impact. Here at AKA Enterprise Solutions, both our team members and company as a whole have seen the pandemic as an opportunity for internal growth and ultimately a new climate in which to […]

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Improve the Usability of Dynamics 365 Sales for Professional Services Firms with Power BI

If you’re already using the dashboards provided by Microsoft Dynamics 365 Sales, you may not see the need to use Microsoft Power BI as well. However, it can be an important tool to help professional services firms obtain better visibility on all the information they need, even data outside the CRM.   Dynamics 365 Sales […]

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Comment Dynamics 365 Sales peut optimiser les ventes des firmes de services professionnels

Bien qu’une solution de gestion de la relation client soit un outil important pour toute industrie, il peut être plus facile pour les compagnies qui vendent des produits d’en justifier l’utilisation que pour les firmes de services professionnels. Puisque ces dernières vendent leur temps et leur expertise, elles n’ont pas nécessairement besoin de faire le […]

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