Microsoft Dynamics 365 Sales (CRM) has a rich history of helping sales teams create unique and engaging customer experiences, delighting consumers and driving revenue. As a central storehouse for customer data, an automation powerhouse to take the tediousness out of selling, a tool to engage and connect with customers, and much more. As a Dynamics …

Sales and Marketing Tools Showcase: 5 Add-on Product Demos for Microsoft Dynamics 365 Sales (CRM) Read More »

Let’s face it – Repetitive data entry, exporting data, retrieving data, rectifying mistakes, etc. are some of the mundane and tedious tasks one has to do regularly while handling customer relationships in Dynamics 365 CRM. A better part of the productive work time is spent on these time-consuming tasks by CRM users. So, the question …

All you need is 1 Click to – Clone records, Undo changes & Export data in Microsoft Dynamics 365 CRM Read More »

When it comes to choosing an affordable CRM for small businesses, we suggest the first thing you do is go with the flow (a process flow diagram, to be exact)! Regardless of the size of your organization, be it a “mom and pop” store whose employee database consists entirely of mom and pop, or a …

Want A Quality CRM For Your Small Business? Start with a Process Flow Diagram First. Read More »

  With the increasing demand for new technology and the growing needs of businesses, most organizations cannot avoid some kind of integration with a 3rd party application.  For our Dynamics 365 clients, we've built numerous integrations for organizations. These integrations have ranged from data based to functional based.  However, integrating with a 3rd party always …

How to ensure 3rd-party integrations run well Read More »

Today, for managing customer relationships and accounting processes many organizations around the world prefer Microsoft Dynamics 365 CRM Online and Intuit QuickBooks Online. It becomes a necessity to ensure the integrity of data in these systems as sales and accounts are interdependent on each other. But to keep these two systems in sync with each …

Microsoft Dynamics 365 CRM + QuickBooks Online integration – Sync Accounting & Sales Data with ease! Read More »

See below Microsoft Power Apps User Subscriptions are now 50%-off.  As you are aware, Dynamics 365 Sales Enterprise (CRM) is the platform of choice for Sales, Marketing, and Customer Service automation. If you are still using Dynamics CRM on-premise, starting with a series of Power Apps subscriptions can help give you a head start on …

Microsoft Power Apps Promo till Oct. 31 2022 for 50 percent off Read More »

As non-profits are concerned… budgets, resources, and time are a top issue, and the stakes are high when it comes to figuring out solutions to those problems. If a solution is not found, you risk hurting (or not being able to help) those you have committed to supporting. The answer often lies in having the …

Empower Your Non-Profit to Do More Good With a Connected Technology Platform Read More »

One large state’s Department of Social Services was struggling with managing cases. The case management technology that the department was using was not keeping up with the volume of inquiries, requests, or issues. There was also no way to give departmental groups information about a case after it had “left” their group but was still …

What Governments Can Learn From How One State’s Department of Social Services Improved Case Management Read More »

In every organization, Sales & Marketing plays a huge role in the expansion of business. But the lack of accurate/shared data on target accounts and prospects is the biggest challenge faced by around 43% of sales and marketing professionals. On the other hand, there are formidable apps like Marketing4Dynamics available in the market that helps …

Mailchimp integration with Microsoft Dynamics 365 CRM - Aligning Marketing and Sales Operations! Read More »

The business world has changed fundamentally. Home office, virtual meetings or collaborations across national borders are now daily companions in the business environment. As a result, new demands are being placed on the company's daily document processes to cope with these changes: Contracts and business documents must be signed electronically, created and sent automatically. DocumentsCorePack is prepared …

New world of work: Document generation & automation with electronic signature capabilities Read More »

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