CRM Software Selection Tips

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 »

Join us for Utah’s BIGGEST technology event and learn what’s next for businesses facing the challenges of COVID-19.     Today’s businesses are faced with overwhelming challenges and uncharted waters as the effects from COVID-19 continue. Even with some businesses reopening and returning to work, companies must continue to plan for a sudden recurrence in …

Business Technology Summit 2020 & Your CRM Read More »

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. …

Power-CRM Version 1.0.0.40 Released Read More »

The article assumes that you are a Dynamics consultant and does not try to technically guide you, but guides you so that you can quickly implement without missing key components There are 3 main areas to focus on when setting up Case Management on Dynamics. Case Settings Case creation Parent- Child Cases Queues and Routing Contract/ Service terms Knowledge Management Case …

Setting up a Simple Case Management System on Dynamics Read More »

Vous songez à faire l’acquisition ou à changer votre solution de gestion de la relation client? Comme d’innombrables solutions CRM sont disponibles, il peut être tentant d’ignorer les produits payants et de se concentrer sur les options gratuites. Gardez cependant en tête que si quelque chose semble trop beau pour être vrai, c’est probablement le …

Solutions CRM gratuites et payantes: Quoi choisir pour votre organisation? Read More »

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 …

Selecting the Best CRM Software Read More »

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