Dynamics CRM for Customer Service

How Dynamics 365 Goals Help Organizations Stay on Target

                  This blog entry is part one of a multipart series on performance management and Dynamics 365 Goals. This part will give a brief overview about what goals are as well as how goals help organizations stay on target. The next parts in this series will cover …

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Using a CRM Checklist for a Successful Implementation in an SMB

Implementing CRM is a daunting task. It sounds easy if you have a reliable Implementation team or a Consultant working with you in your small and midsize business (SMB), to get it done. But trust me, there are so many factors that you have to check before you even begin the CRM implementation. The good news is, …

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Business Technology Summit 2020 & Your CRM

Join us for Utah’s BIGGEST technology event and learn what’s next for businesses facing the challenges of COVID-19.     Today’s businesses are faced with overwhelming challenges and uncharted waters as the effects from COVID-19 continue. Even with some businesses reopening and returning to work, companies must continue to plan for a sudden recurrence in …

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JourneyTEAM wins Microsoft’s 2020 Partner of the Year Award for Media & Communication Industry | Dynamics 365 Customer Engagement

Microsoft recognized JourneyTEAM as one of the top partners who demonstrated excellence and leadership in Microsoft technologies, specifically for Dynamics 365 Customer Engagement (Media & Communication).   Over the past year, JourneyTEAM has seen enormous success. In addition to aligning with Microsoft’s vision, JourneyTEAM has increased employee trainings, headcount, and solution offerings. Recognizing their successes, …

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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 …

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Ways Microsoft Dynamics 365 Can Strengthen Your Customer Relationships When Everyone is Working Remotely

With Microsoft Dynamics 365, your information is accessible anytime, anywhere, on any device. Just because the office is closed doesn’t mean your ability to service existing customers or manage your pipeline of future customers should be affected. Here are a few specific ways we feel that Microsoft Dynamics 365 is an asset during this time: …

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Provide Seamless Customer Service with Case Management in Dynamics 365

Most of us have experienced the all to familiar situation of having to explain our problem over and over again to numerous support people. If only your issue was recorded the FIRST time you call so you weren’t stuck repeating the same thing. With Case Management in Dynamics 365, a case is started at the …

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COVID-19, Business Continuity Planning & Dynamics 365 CRM

This Company Achieved Record Breaking Sales Thanks to COVID-19, but Couldn’t Keep Up. the Right CRM Solution Could Have Made All the Difference   In recent weeks, COVID-19 has had a dramatic impact on businesses in virtually every industry. Many organizations are currently focused on business continuity: they’re concerned with how they can continue operating …

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Finance Professionals, Don’t Miss the Online GFOA Conference

The Annual GFOA Conference for Finance Professionals Goes Virtual for 2020   Each year, some of the most accomplished professionals from a range of financial management companies come together for the annual Government Finance Officers Association (GFOA) conference.   If you’ve had a chance to attend a GFOA conference in the past, you know what …

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Bank Builds Customer Base with Microsoft Power Platform & AKA

Find Out How This Bank is Building a Loyal Customer Base with the Help of the Microsoft Power Platform Not long ago, the new CTO at a large regional bank made the decision to transform the bank’s digital processes. The technology that the bank was using at the time was outdated, particularly when it came …

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