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, …
Using a CRM Checklist for a Successful Implementation in an SMB Read More »
In our previous post, you were briefly introduced to the latest three new features of User Adoption Monitor – one of our popular Dynamics 365 CRM user actions tracking app. Being one of the Preferred Apps on Microsoft AppSource, User Adoption Monitor has always helped organizations around the world to enhance its Dynamics 365 CRM/Power …
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 …
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 …
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 …
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 …
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 …
Top 5 Benefits of Integrating QuickBooks and Dynamics 365 CRM with InoLink Read More »
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, …
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 …
D365 Customer Insights for Asset Mgmt: More Opportunities Read More »
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: …
