Dynamics CRM/365 Success Stories

Connecting Software's Logo Pioneering Blockchain Use in Banking for Document Authentication

Blockchain real-world use case: A Portuguese bank has taken a bold step forward, employing cutting-edge Blockchain technology to transform its document authentication process. We're excited to share a glimpse into […]

P2 Automation, LLC's Logo If We're 99.9% Accurate, Our Software Will 100% Not Work

Learn how a sophisticated Sales Commission Module was brought to it's knees because of one field. Transcript This is Steve Pestillo from P2 Automation. Now unless you've been living under […]

Contracts 365, Inc.'s Logo 9 Benefits of an Integrated Contract Management System with Dynamics 365

Unleash the Power of Dynamics 365 with an Integrated Contract Management System Learn About Our Contract Management Software for Microsoft Customers Get Started In the realm of global business, Microsoft […]

P2 Automation, LLC's Logo Learn How We Designed a Simple Way to Keep Track of Customer Contacts Having Access to a Disconnected Customer Portal

A simple way to track Customer Contacts with access to a disconnected Customer Portal.   Transcript This is Steve Pestillo from P2 Automation. I received a request recently from one […]

JourneyTEAM 's Logo 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 […]

HSO's Logo [Video] Maintaining Business Continuity through Acquisition: A Benefit & Insurance Brokerage's Success Story with HSO & Microsoft

Are you encountering obstacles in maintaining business continuity as your company expands through mergers and acquisitions? Are you finding it difficult to onboard new teams, integrate different technologies and data […]

HSO's Logo [Video] Elevating Client Service and Driving Growth: The Journey of an Asset Management Firm with the Microsoft Platform

  Are you struggling with outdated on-premises solutions that hamper client service by being difficult to update, lacking integration capabilities, and failing to meet your customers' evolving needs? The key […]

P2 Automation, LLC's Logo How to Keep Track of Customer Service Issues Without Investing in Dynamics 365 for Service

Learn how we helped one of our clients to keep better track of Customer Issues and Complaints within their CRM System. Transcript In this video, I want to show you […]

VisualSP's Logo 4 Challenges to Increasing Dynamics 365 CE User Adoption

We all want to increase user adoption and get our personnel to actually use the Dynamics 365 CE / CRM environment we worked so hard (or paid so much money) […]

Connecting Software's Logo Connecting Microsoft Dynamics 365 Sales and Customer Service, SAP and Gmail | Dynamics Success Stories

    > Problem: Software integration - Dynamics / Gmail / SAP > Solution: Connect Bridge > Provider: Connecting Software and its partner in Mexico, Fesworld > Customer: Leader auto dealership in Mexico   “Our […]


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