Recently, JourneyTEAM held their Q3 Tech Insider Update where they previewed new changes, updates, and releases made to Microsoft products, including Dynamics 365. In addition to resolving bugs and limitations in existing tools, the recent changes help business teams streamline data analysis, simplify business processes, and increase accessibility and visibility into valuable customer data. …
New CRM, Microsoft Dynamics 365, and Azure Updates Discussed at Tech Insider Update Read More »
In today’s fast-paced, ultra-competitive, and highly technical business environment, the CRM has become an organization’s most valuable asset. A CRM is essential to understanding the needs of your customers, improving customer service, and increasing profitability. With such importance placed on your organization’s CRM and its far-reaching impact, determining the actual cost of implementation is essential. There are many …
Customer Relationship Management (CRM) refers to all those strategies and tactics used by businesses to attract and retain customers. CRM software is responsible for managing the relationships between an organization and its customers, both existing and potential. It does this by centralizing all business data for the management's convenience, developing new techniques to increase sales, …
With the new Unified Interface of Dynamics, there are many new features that became available, which we wanted to see for so long but were never enabled in the platform. One of those features is the Kanban view and Calendar view of an Entity. For those who may not know, Kanban is a Japanese manufacturing term where the supply of components is regulated …
Kanban and Calendar view of Dynamics 365 activities Read More »
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 …
New partner opportunities, exciting product announcements, and software updates were just a few noteworthy announcements at Inspire 2020. While COVID-19 may have prevented Microsoft partners from gathering at Microsoft Inspire 2020, partners were still able to meet virtually. Partners heard from various inspirational keynote speakers and got fresh new ideas from various informative presentations. …
A Summary of Microsoft Inspire (Global Partner Conference) Read More »
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 …
D365 Customer Insights for Asset Mgmt: More Opportunities Read More »
Power-CRM update 1.0.0.40 is now available. This version upgrade includes 17 bug fixes and 15 new functionality items. Along with version 1.0.0.40, we are also releasing the Power-CRM Sales Analysis App. This optional add-on solution is a full analytics app for Power-CRM containing 10 full dashboards/reports and over 70 charts/graphs/KPI's. …
How to Upload a Business Card in Dynamics 365 for Sales The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead …
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