One of the important roles of Dynamics 365 CRM is to provide structured document management functionalities. As documents in Dynamics 365 CRM are stored as attachments or Note records, managing large number of documents becomes quite complex. And the higher the size of the database, the costlier it gets for buying more storage. Hence, a […]
continue reading...Dynamics CRM for Customer Service
Stop Cherry Picking! Automate Assignment of Leads/Cases within Dynamics 365 CRM/ Power Apps to specific users!
Do you find it hard to manually allocate work items to your team in Dynamics 365 CRM/Power Apps? Are you looking for a better way to allot/assign work items in Dynamics 365 CRM/Power Apps? Presenting to you, one of our Preferred Apps on Microsoft AppSource - Round Robin Routing & Assign – a productivity app […]
continue reading...1 Click to Undo and Restore recent and past Dynamics 365 CRM record(s) changes using Click2Undo
When working with data, it is very crucial to maintain the correctness of the data. The correctness of data leads to reliable and effective decision making that helps in driving sales. Dynamics 365 CRM being a data-driven platform, a user cannot afford to make mistakes. But it is not possible to not make mistakes when […]
continue reading...Top 5 Benefits of Integrating QuickBooks and Dynamics 365 CRM with InoLink
Most of you would be well acquainted with our popular integration app – InoLink – which is also a Preferred App on Microsoft AppSource. To know what made InoLink so popular, let’s delve deep and see why our Dynamics 365 CRM friends prefer it over others. So, why InoLink? InoLink, a cloud-based productivity app for […]
continue reading...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, […]
continue reading...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 […]
continue reading...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: […]
continue reading...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 […]
continue reading...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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