Power BI

What to Avoid When Creating an Intranet

While your CRM is busy pulling in information from your social media platforms, customer service calls, website, and email communication into a single location, your employees are just as busy bouncing between different tools to get work done. You want to make your employees’ jobs easier by creating a single place for them to access …

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Better CRM with Your Microsoft SharePoint Intranet

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.      …

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Let Your Data Tell a Story: CRM Using Microsoft Power BI

CRM is the key to a successful business. Data visualization takes your customer relationships to another level. Extend your CRM solutions to create a bigger, more sustainable customer pool with Microsoft Power BI. This software application visualizes your corporate information and allows your data to tell a very important story.   The information age has …

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Why Choose Microsoft Dynamics 365 CRM?

Why Choose Microsoft Dynamics 365 CRM? Using a Customer Relationship Management (CRM) system is a great way to improve your business. A CRM system, such as Dynamics 365, will provide insights to effectively manage your organization. By storing all of your customer data in one centralized location, a CRM system has the ability to analyze …

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

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 Recently, they’ve experienced rapid growth which their outdated and disconnected on-premise solutions couldn’t keep up.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 …

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Better Microsoft CRM with Azure Synapse Analytics & Power BI Premium Gen 2

Let’s be honest. The world we live in is driven by data. Presentation and efficiency matter. Using the right CRM with the best visuals and security will not only increase your revenue, but guarantee the satisfaction of your valued customers.   JourneyTEAM, a Microsoft Gold Partner, will help you get your organization ahead of this …

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Power Automate with Microsoft Dynamics 365: Key Takeaways

Microsoft Power Automate is becoming an increasingly popular tool being used across different industries to streamline repetitive tasks by automated business processes.  I spoke with Larry McCoy, CRM Solution Architect and Technical Consultant at Crowe, to get his perspective on Power Automate and to surface insights and tips on how people are simplifying their workflows. …

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The Latest Changes to Dynamics 365 Customer Engagement CRM Business Solutions

The pandemic-era has transformed how organizations’ sales and marketing teams operate in many ways. Arguably and most significantly, with the reduction of opportunities for connecting in person. Maximizing opportunities for engagement through open communication, and soliciting customer feedback at every opportunity is more important than ever before.   The latest enhancements to the Microsoft Dynamics …

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When You Should—and Shouldn’t—Use Parse JSON Step | Power Automate and Dynamics 365 CRM

When you’re working with data, not only do you need it quickly, but you also need it in a readable format, especially when you’re working with your CRM system. JSON (JavaScript Object Notation) is one way you can get data faster and in a more readable format with little to no coding experience.   JSON …

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5 Tips to Lower The Cost of Your Microsoft Dynamics 365 Quote

On a Microsoft Dynamics 365 implementation proposal, the cost of building custom reports can be substantial. As we mentioned in our previous post, there are ways that you can dive in and learn to do some of this reporting on your own. However, there are times when it is just better to leave it to …

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