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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Dynamics CRM for Professional Services

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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Private Equity Firm Replaces Salesforce w/ Dynamics 365 CRM

Limitations with Salesforce Prompted this Financial Services Firm to Switch to Microsoft Dynamics 365 CRM and Power Apps   Out-of-the-box CRM software like Salesforce cannot always address the unique needs of every business. At AKA, we design and implement technology solutions for financial services firms. While recently working with a global, private equity firm looking […]

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Extended End of Support Date for SharePoint Server 2010: April 13, 2021

In response to the COVID-19 crisis and an increase in customer requests, Microsoft has decided to revise support for SharePoint Server 2010 products and technologies.   Microsoft’s top priority is the health and safety of their employees, customers, partners, and communities. They know that some of us are in the process of upgrading to a […]

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Microsoft Power Platform Boosts Financial Services Firm’s Growth

How A Leading Global Asset Management Firm Increased Growth with the Microsoft Power Platform  The most successful organizations are always looking for opportunities for growth. Not long ago, AKA Enterprise Solutions was approached by the VP of Sales and Marketing Technology at a leading global asset management firm with a problem that he needed us […]

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When Salesforce Falls Short, Turn to the Microsoft Power Platform

Have a Problem that Salesforce Can’t Solve? Take a Look at the Microsoft Power Platform  All successful financial services firms have one thing in common: a talented staff that works hard to keep their clientele satisfied. But no matter how talented your salespeople and account managers might be, other obstacles can get in the way. […]

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5 smart ways to manage Attachments and Disk Space in Dynamics 365 CRM

Document management forms a crucial part of any business activity. Without proper document management system there are bound to be errors resulting in delay of accomplishing important business activities. Here, Attach2Dynamics has played a major role in substantially improving the management of documents or attachments in Dynamics 365 CRM. With Attach2Dynamics management and storage of […]

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Keep Your Asset Management Firm Competitive with Advanced Analytics and Data Sets

Stay Competitive with the Help of Data Sets and Advanced Analytics The asset management industry is more competitive than ever, and the most successful firms are taking advantage of unique data in order to stay on top. Staying relevant in the industry means keeping pace with these changes in data analysis.   Of course, asset […]

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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 […]

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Crowe CRM for Banking Powered by Microsoft Dynamics 365 – Video Overview

Would your bank like to increase profitability and efficiency plus improve customer engagement and the customer experience? According to a 2018 report by The Financial Brand, banks and credit unions that digitally transform can achieve a 20% increase in revenues and a 30% decline in expenses. You can build a truly customer-centric business model with […]

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5 Benefits of Click2Export – A One Click solution to Export Dynamics 365 CRM Reports!

Since its launch, Click2Export has highly influenced the productivity of Dynamics 365 CRM users. It significantly reduced the amount of time spent on mundane tasks thereby, effectively saving time and effort of Dynamics 365 CRM users which can be utilized in other productive areas. Due to these capabilities it has become a highly sought after […]

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