How AI Can Help Your Asset Management Firm with Planning Trips As anyone working in asset management can tell you, data is extremely important. In order to stay competitive, you need reliable data that’s easily accessible. But, without the right technology, you won’t be able to take full advantage of the data that’s available to […]
continue reading...Videos – Dynamics CRM
Amazon Web Services vs. Microsoft Azure: What Every CTO Needs to Know (Part 1)
Amazon Web Services vs. Microsoft Azure: 3 Things Every CTO Should Know I’m often asked why I opt to use Microsoft Azure rather than Amazon Web Services (AWS). According to the available data, Amazon is outperforming Microsoft in terms of market share, and the assumption is that this means AWS must be better. This sort […]
continue reading...6 Artificial Intelligence Strategies for Asset Management Firms
How to Integrate AI into Your Asset Management Firm with Dynamics 365 CRM As competition grows between asset management firms, it’s more important than ever to take advantage of every available opportunity when it comes to maximizing growth. And as many firms are finding out, technology can be their single greatest asset. At the end […]
continue reading...How to Enable Business Process Flows in Microsoft Dynamics 365 for Sales CRM
In this video by our Dynamics 365 CRM support team, we'll look at how to enable business process flows in Microsoft Dynamics 365 for Sales. Business process flows are useful for standardizing how your team tackles particular tasks. Basically, they serve as guides for how to get things done. For example, you […]
continue reading...How to Use Connections in Microsoft Dynamics 365 for Sales
In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities. Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable […]
continue reading...Our Top 5 Microsoft Dynamics 365 Webinars of 2017
In 2017, Preact hosted a dozen webinars that covered a series of CRM and Microsoft Dynamics 365 themes. We are extremely grateful to everyone who took time to join any of these live sessions. One of our highlights for the year has been to see the continuing rise in attendance and feedback we've received from these sessions. We're looking forward […]
continue reading...[Video] User Acceptance Testing Can Make Or Break Your Dynamics 365 Project
User acceptance testing is a key piece of any Dynamics 365 CRM project. Basically, it entails getting your users into your system to try out some common workflows and day-to-day tasks to make sure they actually work before you launch the full project. If done correctly, it can really smooth out the launch of your […]
continue reading...Take Advantage of Dashboards in Microsoft Dynamics CRM
You’ve seen them before. Bright, colorful and chalked full of all kinds of data. Yes, I’m talking about Dashboards. If you are not taking advantage of the Dashboards feature within Microsoft Dynamics CRM (now known as Dynamics 365), you are missing out on having access to a wide array of important data within a single […]
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