“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” Similarly, planning of Sales Territory for a business organization is of paramount importance for its success. A Sales Territory plan plays a great role in assisting the Field Reps to reach the right customers at the …

Four Step Guide to create an Efficient Sales Territory Plan within Dynamics 365 CRM Read More »

One of the many reasons businesses are attracted to Dynamics 365 as a CRM system is because of its easy integration. The solution easily connects to other Microsoft solutions such as Outlook, Office 365, Power BI, and so much more. As a result, users have a centralized hub where they can view and manage all …

How to Sync Exchange Appointments and Tasks with the Dynamics 365 App for Outlook Read More »

In any Microsoft Dynamics CRM instance, there are functionalities requested by the stakeholders which go beyond the functionalities offered by the Out-of-the-Box CRM instance. To deliver these functionalities we often need to write plugins. As a developer, if you have coded long enough on a project and know the CRM instance well, it is very easy to …

Plugin Coding Best Practices In Microsoft Dynamics CRM Read More »

Over the past year, we’ve faced extraordinary events that have forced us to change the way we do business in fundamental ways. We had to learn to work remotely and so much more. Thankfully, technology and imagination were able to assist with these changes. As an IT leader in your firm, your long and challenging …

Financial Services Firms Are Using the Microsoft Power Platform for Rapid App Development and Accelerated Results Read More »

Recently, JourneyTEAM held their Q3 Tech Insider Update where they previewed new changes, updates, and releases made to Microsoft products, including Dynamics 365. In addition to resolving bugs and limitations in existing tools, the recent changes help business teams streamline data analysis, simplify business processes, and increase accessibility and visibility into valuable customer data.    …

New CRM, Microsoft Dynamics 365, and Azure Updates Discussed at Tech Insider Update Read More »

Already a Preferred App on Microsoft AppSource, Kanban Board is a smart visualization app which enables Dynamics 365 CRM/Dataverse (Power Apps) users to visualize and analyze CRM data in Kanban View instead of normal grid view. This gives them a new perspective to analyze and interpret CRM data which undoubtedly enhances their productivity. And now …

New feature of Kanban Board – Sort Dynamics 365 CRM records at global level in your Kanban View! Read More »

Software implementations are meant to automate tedious tasks, enable accurate and fast reporting, and streamline processes.  When I, a digital transformation specialist, hear prospects in the professional services industry that low user adoption is a common problem, it frustrates me. There are many factors that impact user adoption rates; however, a few that stand out …

Why Won’t Your Employees Embrace Your CRM System? How to Address Low User Adoption Before It Sabotages Your A/E/C Firm Read More »

In today’s business environment, companies cannot afford to lose any potential opportunities by not having a system in place in order to track leads in addition to effectively managing proper leads follow-up.  More businesses are utilizing Customer Relationship Management (CRM), Technology Systems to ensure the capturing of every sale and customer activity. Modern CRM systems …

How CRM Systems can help businesses stay profitable Read More »

Continuing with our snippet of the Microsoft Dynamics 2021 release wave 2, we will be highlighting the rest of the capabilities and the new features and updates of the release. This second release wave of the year offers hundreds of new features and enhancements, demonstrating Microsoft’s continued investment to power digital transformation for their customers and partners. …

Microsoft Dynamics 2021 release wave 2, an overview: Part 2 Read More »

Financial services firms have external demands, but now, the lists of IT requests from internal customers are growing longer every day, requiring that you do things more rapidly. You must navigate tasks like budget, time, and resource constraints, manual as well as complex processes, security and compliance, and more. While it makes sense to use …

How Do Financial Services Firms Speed Up Important CRM Projects? With Rapid App Development Using the Power Platform Read More »

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