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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Machine Learning and AI: Taking Over the World…or Just Opening New Doors for Financial Services?
By Greg Inks, Cloud Services Practice Lead Everyone knows who Sarah Connor is…at least those of us who remember “The Terminator.” This iconic movie of the late 20th century told the story of a super computer (Skynet) that became self-aware and took over the world. Advanced computing power and sophisticated programming combined to teach a […]
continue reading...Customer Self-Service – Your Portal to Success in the Digital Economy
The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect […]
continue reading...Word Document Templates that use FetchXML for Complex Data Retrieval
Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But […]
continue reading...Quels sont les avantages d’un outil de gestion de la relation client (CRM) Microsoft Dynamics personnalisé?
Une application CRM est utile en tant que telle puisqu’elle permet d’effectuer la gestion de vos clients et contacts, de votre processus de service à la clientèle et de vos campagnes marketing. Mais une fois personnalisée pour s’adapter à vos processus et les améliorer, votre solution CRM peut pousser votre entreprise encore plus loin: elle vous […]
continue reading...What are the Advantages of Customizing Your Microsoft Dynamics Customer Relationship Management (CRM) Tool?
A CRM application is useful in and of itself as it allows you to manage everything from your clients to your various contacts, not to mention help you handle your customer service process as well as marketing activities. But customized to fit and enhance your processes, your CRM will take your business to the next […]
continue reading...Project Service Automation for CRM – Planning and Delivery
Planning and Delivery of PSA In Part 1 of this series, we posted a brief introduction to the Project Service Automation solution for Microsoft Dynamics CRM Online. This is Part 2 of a four-part series on Microsoft Dynamics CRM Project Service Automation, or PSA, as it is more easily referred to. This part will dive a little […]
continue reading...6 P’s of a Successful CRM Implementation – Choosing a Product and Partner
CRM implementation offers a rewarding step toward improving your business for both your customers and your employees. But a CRM implementation not driven by goals and proper planning can turn into an uphill battle to measure your ROI, as well as achieve the most benefits. Reaching your CRM goals is simply a matter of certain principles and […]
continue reading...Use Microsoft Azure to Create a Mini Data Warehouse
Usually when you hear the words “data warehouse” you think of big database servers and huge costs. But with Microsoft Azure, you can easily set up a very simple data warehouse for very little cost and make that data available from just about anywhere. Most companies do not deal with billions of records and transactions […]
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