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

 
 

Dynamics CRM for Sales

Support CRM with New Dynamics 365 Field Service Mobile App

As a service leader, you have experienced firsthand how remote work has impacted service operations. Servitization, including proactive service, is now the expectation — the job is not complete after the sale. Your field service technicians who are already familiar with working remotely, also face new challenges.   While it may seem an uphill battle […]

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Dynamics 365 Unified Interface – Unable to Trigger On-Demand Workflows

As customers have moved toward the Dynamics 365 Unified Interface some have experienced issues. One, that was a big impact for a client, was not having the ability to run workflows on-demand from individual records. It was no longer present in the ribbon or more options section of any record. This was causing a huge […]

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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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Improve Your Accounting and Sales End-to-End Process with Dynamics 365 CRM and Dynamics 365 Business Central

Allied Modular Building Systems is a company that has provided specialized modular structures like high-tech robot enclosures, audio sound booths, and portable office spaces to some of the largest companies in the world. Recently, they’ve experienced rapid growth which their outdated and disconnected on-premise solutions couldn’t keep up. This resulted in downtime and a slow […]

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Better Microsoft CRM with Azure Synapse Analytics & Power BI Premium Gen 2

Let’s be honest. The world we live in is driven by data. Presentation and efficiency matter. Using the right CRM with the best visuals and security will not only increase your revenue, but guarantee the satisfaction of your valued customers.   JourneyTEAM, a Microsoft Gold Partner, will help you get your organization ahead of this […]

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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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What Makes the Perfect CRM Record?

 Want to be a better data-driven marketer? Your Microsoft Dynamics CRM is a great place to lay that foundation!   Let’s get started by talking about what makes your perfect CRM record. This will be unique for every business, but there are some guidelines you can use to start your thinking and planning processes: Sales […]

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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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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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