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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 Success Stories

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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Bank Builds Customer Base with Microsoft Power Platform & AKA

Find Out How This Bank is Building a Loyal Customer Base with the Help of the Microsoft Power Platform Not long ago, the new CTO at a large regional bank made the decision to transform the bank’s digital processes. The technology that the bank was using at the time was outdated, particularly when it came […]

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Microsoft Power Platform Improves Doc Mgmt for Major Online Weather Provider

Major Online Weather and New Provider Gets Document Management Under Control with the Help of the Microsoft Power Platform As one of the largest providers of up-to-date weather information in the world, this company offers forecasts and other weather data via the Internet, TV, radio, and print media to over 1.5 billion people each and […]

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Microsoft Power Platform Boosts Financial Services Firm’s Growth

How A Leading Global Asset Management Firm Increased Growth with the Microsoft Power Platform  The most successful organizations are always looking for opportunities for growth. Not long ago, AKA Enterprise Solutions was approached by the VP of Sales and Marketing Technology at a leading global asset management firm with a problem that he needed us […]

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When Salesforce Falls Short, Turn to the Microsoft Power Platform

Have a Problem that Salesforce Can’t Solve? Take a Look at the Microsoft Power Platform  All successful financial services firms have one thing in common: a talented staff that works hard to keep their clientele satisfied. But no matter how talented your salespeople and account managers might be, other obstacles can get in the way. […]

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The Right Tool Makes Order Management Easy

If your experience is that order management software is slow, complicated, and frustrating, we’re betting it’s because you don’t have the right tool for the job. Recently, a client came to us with the following challenge: The client had developed an innovative product that fills a need in the marketplace. The good news is that […]

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Why Dynamics 365 Integration Is So Complex

While there is a strong need for cloud ERP integration, this is a very challenging process. There are several reasons for this. Firstly, ERP platforms don’t have many pre-built integration options. They can only view data via Power BI, integrate with Office 365 and a few CRM apps. And even though some cloud ERPs, like Dynamics 365 Finance & Operations and Dynamics 365 Business Central, have open APIs which facilitate the integration with other […]

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How Three Insurance Agencies Are Benefitting from Dynamics 365

Insurance companies have unique requirements. To increase your success with new technology systems you should work with a company that has proven experience with agencies like yours. Here are several powerful things the Crowe CRM team did for insurance agencies using Microsoft Dynamics 365: Implemented Microsoft Dynamics 365 CRM for an Insurance Agency who used […]

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5 Real Life Examples of Companies That Solved the Manual Data Entry Challenge with Microsoft Dynamics 365

As a technology consultant, one of the most satisfying and rewarding aspects I get to enjoy is finding ways to improve the quality of (work) life for my clients. My client relationships typically start with clients sharing frustrations related to manual and duplicative data entry, the inability to find what they need, the time spent […]

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