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, …
CRM Software Selection TipsKanban and Calendar view of Dynamics 365 activities
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?
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 …
A Summary of Microsoft Inspire (Global Partner Conference)
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 »
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 …
D365 Customer Insights for Asset Mgmt: More Opportunities Read More »
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. …
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 …
How to Upload Business Cards into Dynamics 365 for Sales Read More »
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 …
Setting up a Simple Case Management System on Dynamics Read More »
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 …
Solutions CRM gratuites et payantes: Quoi choisir pour votre organisation? Read More »
Kanban and Calendar view of Dynamics 365 activities
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?
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 …
A Summary of Microsoft Inspire (Global Partner Conference)
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 »
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 …
D365 Customer Insights for Asset Mgmt: More Opportunities Read More »
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. …
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 …
How to Upload Business Cards into Dynamics 365 for Sales Read More »
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 …
Setting up a Simple Case Management System on Dynamics Read More »
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 …
Solutions CRM gratuites et payantes: Quoi choisir pour votre organisation? Read More »
