CRM SharePoint Integration and Personal Data Protection | Dynamics Success Stories
> Problem: Missing synchronization of permissions and privileges for family processes in Dynamics 365 and SharePoint > Solution: CB Dynamics 365 to SharePoint Permissions Replicator > Provider: Connecting Software > Customer: Wingerdbloei, a counseling center in Antwerp (Belgium) for young people and families with children “We haven’t had any issues with the Dynamics 365 …
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Pourquoi les firmes TI aiment Microsoft Dynamics 365
Comme toute autre industrie, les firmes TI sont confrontées à des défis spécifiques : des projets simultanés, une croissance d’affaires rapide et des échéanciers complexes, pour n’en nommer que quelques-uns. Mais les firmes TI hésitent souvent à investir dans des outils de gestion d’affaires et ont plutôt tendance à se fier à leur expertise interne. Toutefois, …
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Why IT firms love Microsoft Dynamics 365
Like any other industry, IT firms face specific challenges: simultaneous projects, quick business growth, complex timelines, to name only a few. And yet IT firms sometimes hesitate to invest in proper business management tools. Instead, they tend to rely on their internal expertise, but even that can’t replace a specialized platform. Case in point: we …
With the Right HR Technology Solution, Governments of Any Size Can Handle Workforce Management
When you consider all the powerful technology available today, it’s surprising how often organizations across every industry still rely heavily on spreadsheets and paper-based processes. Surprisingly, this isn’t due to a resistance to new technology. And even for state and local municipalities, budget is rarely a factor. The problem is most sophisticated software falls short. …
Challenge Accepted: Replace an Existing CRM and Find a Modern Approach to a Demanding but Profitable Asset Management Channel with Dynamics 365 Sales
A CRM for financial services transformation with Microsoft Dynamics 365, from the project management expert who supervised the successful process from installation to conclusion At HSO, our feeling is that technology and the expert technical consultants that put it in to effect can help our customers conquer any obstacle. Our team has the technical expertise …
Dynamics 365 User Adoption Reports
User adoption is critical for any CRM deployment, our Dynamics 365 User Adoption Reports provide full analysis of user activity across all main areas of Dynamics 365 CRM (Customer Engagement). Like any other important business goal, businesses must "inspect what they expect". Our Dynamics 365 User Adoption Reports provide full analysis of user activity including: …
Democratization of Technology Will Help Define IT’s Role in 2022 and Beyond
As financial services firms plan for 2022, it is best to look back at the trends and experiences of 2021 and to use what we have learned to inform our strategic decisions. Much has changed in the past two decades, including how we view and use technology. At the Fall SME Forum in Boston November 2021, …
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The Functionalities of Microsoft Dynamics 365: Five Real-World Examples
From data flows and email flows to customer entitlements and multiple lookups, one company demonstrates the power and versatility contained in Dynamics 365. One of the biggest attractions to today’s CRM solutions is their ability to connect data from across an organization. From purchasing history and customer needs to current pricing and payment information, this …
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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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