Get the latest perspectives on Microsoft Dynamics 365 software selection process from industry experts

Dynamics CRM for Professional Services

HSO's Logo AI and Machine Learning for Asset Management: Better Trip Planning

In a world where time is money, improving efficiency and productivity while strengthening your relationships and delivering value is considered a huge KPI in any business. If your asset management […]

HSO's Logo AI for Asset Management Firms: Better Manage Pipelines & RFPs to Improve ROI

What if I told you I have a new member of your sales team that, after an initial round of training, will be able to look at an RFP, decide […]

CRM Dynamics - An HSO Company's Logo Use Dynamics 365 to ensure accuracy of shipping times

As more customers look online to make retail purchases, it’s important that businesses do not just sell a great product, but that they also know how to get it to […]

JourneyTeam's Logo Direct Sales IT Leaders: These 2 Tools Will Help Your Sales Leaders Increase Distributor Performance

Every IT leader has felt pressure from the sales organization to produce tools that will increase sales.   This group is sometimes the hardest to serve - their requests are […]

ForgeXRM's Logo How Property Managers Can Save Time and Money with Microsoft Dynamics 365

I believe that Project Management companies should think outside the box. When it comes to time management, property managers need all the help they can get. After all, multi-tasking, on-the-spot […]

ForgeXRM's Logo 4 Ways to Avoid Making a Bad Impression With Project-Based Invoicing

As a consulting company, your job is to help your clients to be more efficient. But if your own team does not appear to be efficient, why would anyone hire […]

JourneyTeam's Logo The Better CRM: Microsoft Dynamics 365 or Salesforce? Forrester study says Dynamics 365.

The world of CRM is populated with all kinds of “solutions.” We use quotation marks here before many of these so-called customer relationship management “solutions” are anything but.   That […]

JOVACO Solutions's Logo Relevez 3 défis des firmes de services professionnels avec une solution CRM spécifique

La grande flexibilité d’une solution CRM telle que Microsoft Dynamics 365 permet d’en faire le cœur des opérations de votre entreprise. Vous pouvez ainsi l’utiliser comme porte d’entrée à partir […]

JOVACO Solutions's Logo Overcome 3 Challenges Faced by Professional Services Firms with a Specific CRM Solution

The flexibility of a CRM solution such as Microsoft Dynamics 365 allows you to turn it into the heart of your organization’s operations. You can then use it as the […]

HSO's Logo Insights from the Top: 3 Takeaways from a Financial Services Roundtable

Last month, we hosted a roundtable discussion with senior tech executives from a dozen leading financial services firms. While there was a great deal of lively discussion, the big three […]