Dynamics CRM/365 Success Stories

Registration for JourneyTEAM’s 2021 Business Technology Summit Now Open

Discover how you can streamline business processes, improve system integration, and increase revenue at JourneyTEAM’s 2021 Business Technology Summit.     Join us for our ninth annual Business Technology Summit (BTS), a two-day virtual event to be held on November 9th and 10th. This free event includes over a dozen keynote speakers and breakout sessions that delve deep …

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How to Sync Exchange Appointments and Tasks with the Dynamics 365 App for Outlook

One of the many reasons businesses are attracted to Dynamics 365 as a CRM system is because of its easy integration. The solution easily connects to other Microsoft solutions such as Outlook, Office 365, Power BI, and so much more. As a result, users have a centralized hub where they can view and manage all …

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Challenge Accepted! Revolutionizing Investor Relations for a Global Firm with Dynamics 365

A digital transformation story, told by the technology expert who drove it: Modernizing investor relations for a global firm using Microsoft Dynamics 365 Sales, the Power Platform, and Microsoft Teams HSO’s expert technical consultants’ primary focus is to deliver client solutions that make it easier and more enjoyable to do business. They possess drive and …

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Why Do SMBs Need CRM?

As an organization, there are many aspects you must be aware of. Selling quality products, providing a wide range of services with a strong marketing campaign- all are important. But, a pivotal factor for small and mid-sized businesses (SMBs) is their ability to build long-lasting connections with their customers. A Customer Relationship Management (CRM) solution …

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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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Business Technology Summit 2020 & Your CRM

Join us for Utah’s BIGGEST technology event and learn what’s next for businesses facing the challenges of COVID-19.     Today’s businesses are faced with overwhelming challenges and uncharted waters as the effects from COVID-19 continue. Even with some businesses reopening and returning to work, companies must continue to plan for a sudden recurrence in …

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Dynamics Sucess Stories - Supermarket Chain Gets Existing Data into Dynamics 365 Automatically

⏩ Problem: Getting existing data into Dynamics ⏩ Solution: CB Linked Server – Connect Bridge with the Dynamics 365 connector ⏩ Provider: Connecting Software ⏩ Customer: Iperal Supermercati S.p.a. owns and operates over 40 supermarkets and hypermarkets in Italy.      ⏩ “In just a week, we had the solution we had in mind up and running.” Ing. Filippo Besana …

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3 Powerful Things Real Companies Did With Microsoft Dynamics 365

What are the results? You can read hundreds of articles about the features of Microsoft Dynamics 365, but it is the actual results that matter. Instead of just sharing overviews and hypothetical scenarios, we want to share some recent real-world examples of business challenges the Crowe team solved for clients, across industry and business function, …

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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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Project Manager Benefits - 5 Things

Save Thousands of Dollars by Bringing on a Project Manager   Some may say paying to have a Project Manager is too costly, but I will be discussing 5 benefits of having a Project Manager to help manage your further project and how the benefits outweigh the cost.   5 Advantages of a Project Manager …

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