Power Automate

Customer Voice is a feedback management application for Microsoft Dynamics 365 that makes customer feedback an integral part of your decision making. This ensures an improved response and service thanks to better visibility on the metrics that matter to your organization. With the Dynamics 365 release wave 1 coming up in April, we at JOVACO …

Top 5 Features in the Dynamics 365 2021 Release for Customer Voice Read More »

Think about how many documents are stored in your CRM system. There’s at least thousands, if not millions, of forms, papers, policies, and reports stored in there. And chances are, you rely on that content to get work done, so it has to be organized.  Before software, we relied on the good old-fashioned filing cabinet …

Introducing the First Solution from Project Cortex: SharePoint Syntex Read More »

  Today, almost everything is in the cloud. And if your organization isn't yet, you may be missing out on enhanced security, cost savings and new features. Specifically, I'm talking about Dynamics 365 Online vs On-Premise. As you may know, Microsoft has long had an on-premise version of Dynamics 365 which definitely has had its benefits, …

The Benefits of Dynamics 365 Online Versus On-Premise Read More »

Your CRM isn’t just a central hub to manage your customer and prospect relationships. It is loaded with rich data that if analyzed can help you maximize your sales potential and efficiency. There are also additional data sources outside your CRM to extract and synthesize to provide you the full picture — the essential insights …

Power BI Paired with Dynamics 365 CRM — Unleashing Next-Level Insights Read More »

The 2021 Microsoft Power Platform release wave 1 describes all the new features releasing from April 2021 through September 2021 for Power BI, Power Apps, Power Apps portals, Power Automate, Power Virtual Agents, AI Builder, and data integration. The following key dates are subject to possibly change. The document may be viewed online or downloaded …

2021 Microsoft Power Platform Release Wave 1 Highlights Read More »

Working from home, working from the office, or in some cases, the hybrid of both — the modern workplace can make collaboration challenging. The pandemic has fundamentally changed the way we all work. If you are in sales, marketing or service, you thrive on interaction and teamwork. Microsoft Teams is Microsoft Office 365’s hub for …

3 Ways Microsoft Teams Support CRM by Promoting a Resilient, Inclusive and Hybrid Workplace Read More »

Despite the whirlwind of challenges that 2020 brought, the CRM community stayed strong. By continuing to collaborate and share best practices, they’ve been able to help companies move forward despite the turbulent times. An important center of collaboration was the blog posts here at the CRM Software Blog. What topics were the most popular with …

Top 10 CRM Software Blog Posts in 2020 Read More »

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 …

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

Having a better intranet is no longer an option, it's a necessity. Clear communication, secure content storage, and advanced knowledge management are only a few of the critical elements to your intranet. There is a big advantage that is important for you: Microsoft’s Sharepoint Intranet can improve your organization and your CRM system.      …

Better CRM with Your Microsoft SharePoint Intranet Read More »

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 …

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

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