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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

The Benefits of AI: Asset Management Firms and Trip Planning

How AI Can Help Your Asset Management Firm with Planning Trips As anyone working in asset management can tell you, data is extremely important. In order to stay competitive, you need reliable data that’s easily accessible. But, without the right technology, you won’t be able to take full advantage of the data that’s available to […]

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AI for Asset Management Firms: Managing Pipelines and RFPs

The Advantages of AI for Asset Management Firms: Using AI to Manage Pipelines and RFPs In today’s asset management industry, nothing is more important than data. Without access to the right information, you’ll miss out on countless opportunities. That’s why it’s essential to have the technology in place to allow for easy data access and […]

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5 Questions: Can You Benefit from Case Management in Microsoft Dynamics 365?

Case management includes the process of identifying, recording, analyzing, monitoring and resolving an information-centric work item.  It includes the collection of appropriate data, the adherence to internal processes, and the related communications required to resolve a case. “Cases” are used across many industries and may be called many things:  Questions, Issues, Incidents, Requests, and Work […]

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6 Artificial Intelligence Strategies for Asset Management Firms

How to Integrate AI into Your Asset Management Firm with Dynamics 365 CRM As competition grows between asset management firms, it’s more important than ever to take advantage of every available opportunity when it comes to maximizing growth. And as many firms are finding out, technology can be their single greatest asset. At the end […]

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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 firm isn’t currently benefiting from all of the capabilities that come with integrating AI and machine learning to your business strategy, you are leaving a […]

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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 if it’s a worthy opportunity, manage its response from start to finish… and won’t be on your payroll? This team member would only be paid […]

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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 the customer. The accuracy of shipping time is a vital consideration for anyone looking to sell online. And, in 2018, you really should be looking […]

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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 usually tinged with urgency, and their willingness to spend time with you designing solutions is sometimes limited. .   . And there's the fact that […]

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How Property Managers Can Save Time and Money with Microsoft Dynamics 365

I believe that Project Management companies should think outside of the box. When it comes to time management, property managers need all the help they can get. After all, multi-tasking, on the spot decision-making, coordination with tenants and vendors, and facility maintenance require organization. Active property managers might wonder where all their time was spent […]

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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 you? The invoices you send to your customers are a reflection of your company’s internal efficiencies. Your invoicing process can leave either a positive or […]

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