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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

Dynamics CRM for Professional Services

Inogic Preferred apps – 15 smart solutions to get the best of Dynamics 365 CRM / Power Apps

It’s finally here, the end of the year 2020. The onset of an unforeseen lockdown made us all stop, question, think and reflect on our goals, priorities, and the pressing question of what’s next? Despite the barriers and challenges this new reality bought, businesses all around the globe showed the spirit of adaptation and emerged […]

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3 major signs that indicate it’s time to Automate your Recurring Invoices within Dynamics 365 CRM/Power Apps!

What’s the one factor common to all businesses and holds the most value? Yes. Money. Majority of businesses are focused on sales and revolve around using their Dynamics 365 CRM to bank in more sales. They want to use it to its full utility to capture their leads, convert them, and continue to service them. […]

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Comment les firmes comptables peuvent bénéficier de Dynamics 365 pour leurs opérations

Bien qu’elle soit plus connue en tant que solution de gestion de la relation client (CRM), Microsoft Dynamics 365 fait bien plus. Elle offre non seulement une gamme de modules pour optimiser vos affaires, mais aussi la flexibilité de développer des solutions spécifiques à certaines industries. JOVACO l’a donc fait pour les firmes comptables. Le […]

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How Accounting Firms can Leverage Dynamics 365 for their Operations

While it’s mostly known as a customer relationship service (CRM) solution, Microsoft Dynamics 365 does far more than that. It not only offers a range of modules to optimize your business, but it’s also flexible enough to develop industry-specific solutions. JOVACO has done this for accounting firms. The resulting solution sits on top of the […]

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Data Completeness a must for Data Quality – Track completeness of Dynamics 365 CRM records with User Adoption Monitor!

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 […]

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Top 5 reasons why our 1 Click productivity app Click2Export is Preferred App to Export Dynamics 365 CRM reports!

  Click2Export is a productivity add-on for Dynamics 365 CRM and Power Apps that allows users to export Dynamics CRM Reports/Word/Excel templates and CRM Views data in just one click. Now a Preferred App on Microsoft AppSource, this app helps the user in exporting Dynamics 365 CRM data in 5 different file formats viz. Excel, […]

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The Retirement of SharePoint 2010 Could Destroy Your CRM Business Processes

How does SharePoint 2010 being discontinued going to effect your CRM system? Find out how one organization thought they were good to go but after running the Modernization Scanner we found 1000's of broken workflows.   If you've been using SharePoint 2010 to manage your CRM system, you might be in trouble. As you may […]

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Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!

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 […]

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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 […]

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Tech Insider Update Features Latest Changes to Microsoft Teams that Support Collaboration and CRM Activities

In today’s business landscape that has an increasing amount of salespeople working remotely, it is more important than ever that organizations have a collaboration platform in place that complements and supports CRM sales activities.   Interested in learning how the latest updates to Microsoft Teams improves collaboration and shared information for sales, service and the […]

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