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. […]
continue reading...CRM Software Selection Tips
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 […]
continue reading...Power-CRM Version 1.0.0.40 Released
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. […]
continue reading...How to Upload Business Cards into Dynamics 365 for Sales
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 […]
continue reading...Setting up a Simple Case Management System on Dynamics
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 […]
continue reading...Solutions CRM gratuites et payantes: Quoi choisir pour votre organisation?
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 […]
continue reading...Selecting the Best CRM Software
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 […]
continue reading...Free vs. Paid CRM Solutions: Which Is Better for Your Organization?
Thinking of acquiring or changing your customer relationship management solution? The sheer number of CRM solutions available can be overwhelming, and it may be tempting to ignore paid products in favour of the free options. But if it sounds too good to be true, it probably is. Here are some of the factors you should […]
continue reading...WHAT ARE THE OPTIONS FOR SEEING A DYNAMICS 365 DEMO?
When considering whether and how to use CRM, a tailored Dynamics 365 demo with specialist CRM consultants can save you hours. Demos can be helpful if you are assessing whether to adopt Dynamics 365, or if you are already using the technology but wish to adapt additional applications now or in the future. A demo […]
continue reading...Dynamics 365 License: How to choose the right one
Choosing the right Dynamics 365 license is more complicated than you’d think. You’ve sold the team on the value of the Dynamics 365 license, but which one? The amount of technical jargon you need to understand to interpret the selections is mind boggling. Therefore, many companies end up overpaying. Clearly, there must be a rhyme […]
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