Videos - Dynamics CRM

Sales and Marketing Alignment with Marketing Automation

Want to improve the relationship between your sales and marketing teams? Your marketing automation platform and Microsoft Dynamics integration is a great place to start. Sales and marketing alignment can be best facilitated with both teams are working with the same information. Whether you use Microsoft Dynamics CE, CRM, or Sales, you can leverage your …

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Turning Marketing Qualified Leads into Sales Qualified Leads (with a Little Help from Marketing Automation)

If you’re like most marketers, the last year has probably driven more marketing qualified leads into your funnel than sales qualified leads. With traditional sales qualified lead opportunities largely out of commission due to the pandemic, marketers have found their pipelines unexpectedly filled with marketing qualified leads—and those can be a bit trickier to turn …

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Microsoft Tech Update: New Features & More in August 2020

JourneyTEAM's August 2020 Tech Insider Update is Here   If your organization wants to maximize their investment in Microsoft CRM software solutions, it is imperative to stay up to date with Microsoft’s latest releases and features. Each quarter, JourneyTEAM releases a new Tech Insider Update--a rapid-fire format webinar that reviews the most important new features …

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Microsoft Enhances Nonprofit Accelerator with Latest Release

Microsoft Enhances Their Nonprofit Accelerator in 3 Key Areas with Latest Release: Case Management, Program Design and Operations Toolkit   Microsoft and AKA are united in their mission to help non-profits with better technology solutions to overcome their unique challenges. AKA is making an impact through their partnership with Microsoft’s Tech for Social Impact group …

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Contact Tracing App Prevents COVID-19 in Company Offices

Preventing COVID-19 in the Workplace: The Latest Technology Solution for Contact Tracing for Small and Medium Size Businesses   COVID-19 has presented numerous challenges for businesses across the United States. While many companies transitioned to exclusively remote workforces at the onset of COVID-19, the world is now ready to revert back to some form of …

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A Successful Remote Workforce with Microsoft 365 CRM

Set Your Remote Workforce Up for Success with Cloud-Based CRM Tools from Microsoft   Until recently, only a handful of organizations had transitioned the better part of their workforce to working remotely. The idea of setting up virtually every employee to work from home was out of the question.   Now, suddenly, organizations throughout the …

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Improve Crisis Communication with Free Microsoft Teams App

Keep Your Organization Connected During COVID-19 with Microsoft Teams and the Power Platform   Over the past few weeks, organizations nationwide have been forced to undergo a dramatic operational shift as a result of COVID-19. More than ever before, employees and entire companies are working from home.   For businesses using a cloud-based CRM solution …

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Media Industry Post COVID 19: Prioritize CRM & Customer Data

In the Post COVID-19 Media Industry, Customer Data Management Will Be Essential to Success   There’s no question that COVID-19 has created massive challenges for businesses around the globe. But while some industries are struggling to keep up, others find themselves in an opportune position. The media industry is dealing with both, and better customer …

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Microsoft Teams: Your Complete Solution for Working Remotely

Need to Transition to Working Remotely? Microsoft Teams is the Solution   In the face of COVID-19, businesses throughout the United States are transitioning their employees to remote-based work.   For some organizations, a remote workforce is nothing new. For many businesses, however, employees working from a shared office space is all they know. Trying …

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How to Upload Business Cards into Dynamics 365 for Sales

How to Upload a Business Card in Dynamics 365 for Sales   The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead …

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