Dynamics 365 Business Edition

Dynamics 365 and HR Management in an SMB

Like any other company, in a small and mid-sized business (SMB) the HR function plays a vital role. They need to efficiently manage every aspect of your personnel, and consistently identifying and attracting the most talented people on the market which is important for your company to grow. Now, the horizon of the HR department …

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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 …

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Integrating Dynamics 365 with Five9

Integrating Dynamics 365 with Five9 Integrating Dynamics with your Five9 VOIP system can provide you with record pop functionality, automatic record creation, an integration Dynamics/VOIP interface in a single web page, and more.  For more complex integrations between the two systems, Beringer Technology Group has you covered! What are Five9 Skills? Five9 Skills are used …

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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 …

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Set Up Auto-Complete Control in Dynamics 365

Have you ever needed to have a field in Dynamics 365 be an auto-complete field? If so, we will cover how to set this up in the Unified Interface. Dynamics 365 Form End Result Before we dive into how to set this up, check out the screenshots below. The reason I'm showing this early is …

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Are Some of your Staff Younger than your Construction Costing System?

Back in the day … in the 80’s and 90’s...  the thinking was that construction companies needed special “job cost accounting software”.   On that basis the only other software you needed was an estimating tool or an Excel spreadsheet. Fast forward to the Present Day With the advent of the smartphone, the tablet, and …

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Selling Your Team on CRM Implementation

“If you want to make enemies, try to change something.” - Woodrow Wilson Interested in a Dynamics CRM implementation? A recent study on Microsoft CRM Online by Forrester demonstrated that the average return on investment (ROI) from a Microsoft CRM Online implementation is 75% over three years. In addition, companies are recovering the initial investment …

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Manage your KPIs with Dynamics 365 Goals

Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in …

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Take Scheduling to the Next Level with Dynamics 365 Field Service

One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data. D365 Fields …

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Power BI 101 Webinar Series:
Sales Reporting Dashboard with Power BI

In the third part of our webinar series, we’ll be demonstrating how to build a Power BI sales reporting summary from scratch. The sales dashboard will provide not only an overview of your business’s sales performance but also make it easier to drill into sales performance analytics. You will learn all the steps needed to connect your …

Power BI 101 Webinar Series:
Sales Reporting Dashboard with Power BI
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