The procedures and policies of how an organization stores documents uploaded from CRM to SharePoint vary between companies. Actually, the two most important parameters in storing documents in SharePoint are metadata and the folder structure where documents are stored. CRM out-of-box (OOB) integration with SharePoint provides mechanism to upload documents from Dynamics CRM to SharePoint […]
continue reading...Dynamics CRM for Customer Service
How to Increase Revenue in the Contact Center with Dynamics 365
Any business using a contact center treats it as a cost center. From a financial perspective, this makes sense. A good conversation with a customer creates a lot of value. The problem is that it's usually intangible. In business, you need numbers to show your value … numbers like revenue that offsets costs. The […]
continue reading...FastTrack Implementation Services for Microsoft Dynamics 365
Announcing FastTrack Implementation Services for Microsoft Dynamics 365. FastTrack is a fixed cost/scope, rapid implementation service that gets your company up and running quickly and cost-effectively. We offer FastTrack for Dynamics 365 Sales, Marketing or Service. Why a "rapid" implementation approach works - There are several things coming together in the CRM space that enables a […]
continue reading...Can Better Technology Help Network Marketing Teams Reach Their Potential?
The days of distributors selling product out a stockpile in their garage are over. The direct sales and network marketing industry has transformed from that information-poor selling environment to one that is rich in information about the buying and selling behavior of both distributors and customers. Is your organization effectively using all of this data […]
continue reading...You implemented a new CRM system. Great! But why is no one using it?
Your new CRM system is up and running. But why isn't anyone using it? According to Principal Analyst Bill Band of Forrester, the biggest threat to a successful CRM project implementation is slow user adoption. Band also states that not only is early and pervasive user acceptance one of the biggest indicators of success, it is a MANDATORY precursor to success. But before we dig into this, it’s important to define exactly what we mean by User Adoption . . .
continue reading...Top Quotes From Microsoft CEO Satya Nadella
It's a great time for Microsoft and the company is in good hands under the CEO Satya Nadella's direction. The organization is growing around Dynamics 365, Office 365, Power BI, Azure, and the complete Digital Transformation strategy. Satya Nadella offers great insight into Microsoft's tremendous growth. Here are a few top quotes from Satya […]
continue reading...Demonstrating Dynamics 365 Web Portals
Self-service Dynamics 365 web portals extends CRM reach enabling customers to log issues, find solutions and update information online. Each web portal is housed, maintained and integrated with D365. Entitlement to deploy a Dynamics 365 web portal is available at no additional cost for every customer with 5 or more full user licences. Preact has successfully helped many […]
continue reading...Top TAKEAWAYS From the Microsoft Spring Release Event 2018
Did you miss it? No worries - here is the recorded version of the recent Microsoft Spring Release Event and the TOP TAKEAWAYS. It has been an exciting year of growth and innovation at Microsoft. Business leaders, IT professionals, and developers are embracing the cloud and new technologies like artificial intelligence, business analytics, talent, […]
continue reading...How the Right CRM Solution Can Make Your Association’s Members Feel Like VIPs
Each member of your association wants to feel that they are important and valued. As the organization grows, it becomes more difficult to maintain that personal connection with each member. The good news is that with modern membership and business management systems that connect and share data, you can maintain a personal level of interaction. […]
continue reading...Office 365 and Dynamics CRM: The Perfect Match
As innovative technologies emerge, the world of business continues to shift and evolve. Keeping up with these changes isn’t easy. To succeed, your organization needs the right tools. The Microsoft Office 365 suite is far and away one of the best tools for maximizing your company’s productivity. There are a lot of things to love […]
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