Regardless of industry, most businesses – including many of our own clients – are focused on enhancing the customer experience they deliver. Indeed, it comes as no surprise that improving customer service is consistently identified as a key priority in every industry we serve. The reason is as simple as it is obvious: customer expectations […]
continue reading...Dynamics CRM for Customer Service
Recurring Billing Platform & Self Service Portal – Work 365 Version 2.7 Fall 2019 Release
Work 365 helps companies grow and scale their recurring revenue with Subscription management and Billing Automation capabilities built on Dynamics 365. Work 365 Version 2.7 addresses the core needs of business insights and self-service. Recurring Revenue and Subscription-based sales happen as a series of collective events that take place as customers stay engaged with a […]
continue reading...Community Summit Nashville October 6-9, 2020 – Your community is always on!
We were at User Group Summit (we mainly call it CRMUG Summit) last week. Ofcoz we are yet to catch up with the amazing time we had meeting our Dynamics 365 CRM and Power Apps Friends last week at our booth #1331, at our Maplytics session and the conference. Lots of interesting conversations with Partners […]
continue reading...CRM TRAINING FOR NEW AND EXISTING DYNAMICS 365 USERS
Whether you are new to Dynamics 365 or have been using it for a while, tailored CRM training sessions can help your teams get the most from the sales and customer service apps. If your site is new, your people will need to understand how to tap into its many features in order to improve […]
continue reading...5 Ways to Improve Dynamics 365 CRM User Productivity with User Adoption Monitor
A strong business application system forms the base of every organization. Microsoft’s Dynamics 365 CRM is one such comprehensive system that has become essential in today’s business world for its integration with other business applications. Adopting and adapting such a system has become the need of the day. The less time a business takes to […]
continue reading...Maps integration with Dynamics 365 CRM / PowerApps – Redefining your Sales, Service and Marketing Strategy!
Maps integration with Dynamics 365 CRM enables geocoding of CRM data thereby locating their latitude and longitude and their exact location. These properties can be leveraged by organizations to empower their Sales and Service representatives and bring a holistic improvement in their market presence. Various features that Maps integration helps with are: Geocoding To […]
continue reading...5 ways how Click2Clone helps to smartly Clone/Copy your Dynamics 365 CRM Records
A part of work carried out by Dynamics 365 CRM users in an organization consists of duplication of records. Creating duplicate records of existing records saves time and effort on the part of Dynamics 365 CRM users. To achieve such a feat, Microsoft has its own share of ISV solutions that enhances the productivity of […]
continue reading...Monitor and Analyze your Dynamics 365 CRM Usage
Any software can be utilized to its utmost capacity when there is maximum user adoption. Similarly, Dynamics 365 CRM has many useful features that help its users to cover different aspects of their business. For instance, if you want to analyze how your sales are going, you can turn to the Sales module, for service, […]
continue reading...How creating Alerts for your Dynamics 365 users improves the ROI
In customer-centric organizations, Dynamics 365 plays a key role in planning a robust strategy. All the verticals of an organization use Dynamics 365 for different purposes and report to their team managers accordingly. The manager is responsible for keeping their teams informed, motivated and driven to maximize the output. As members of a team might […]
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