With the year drawing to a close, it’s always a good time for some new year’s resolutions. But don’t worry, we won’t tell you to go to the gym: instead, take the time to optimize the use of your Microsoft Dynamics 365 Sales (CRM) solution with these few simple tips. They’ll help you make the …
5 resolutions for your Dynamics 365 Sales (CRM) solution Read More »
Sales & Marketing always go hand in hand. And here are some interesting facts to accentuate this claim: 87% of sales and marketing professionals believes collaboration between sales and marketing enables critical business growth Organizations with tightly aligned sales and marketing functions enjoy 36% higher customer retention rates Aligning both departments can help generate 209% …
One of the chief trials for running an effective nonprofit is when the donors look at the use of funds as a primary way to assess impact. While it is a given that the nonprofits must use donor funds sensibly, tracing to see if the organization maintains a steady ratio of spending on campaigns, programs-to …
How Technology Can Help Meet Donor’s Expectations In A Nonprofit Read More »
How does your organization prioritize customer service in support interactions? Responding to customers quickly is important, especially when the customer is in crisis. However, you would be surprised how many organizations don't have a methodology to rate the priority of support requests or a system to record them. Many teams I see simply track cases …
Best Practices for Customer Service to Prioritize Support Requests in CRM Read More »
How can your CRM help account managers simplify tasks? Most users view their CRM as a giant data center. It is where all of the data from silos, such as email accounts, spreadsheets, and operational systems, come together. While that is true, it barely scratches the surface of the value that you can get from …
Help Account Managers Get More Done in CRM by Controlling the Flow Read More »
As the COVID-19 pandemic continues to drag on, migration to the cloud is continuing to accelerate. Research conducted by IDC predicts that by the end of 2021, 80% of enterprises will put a mechanism in place to migrate to the cloud twice as fast as before the COVID-19 pandemic. One cloud provider that is experiencing …
New Features Now Available in Microsoft Azure AD and Microsoft Intune Read More »
The business world has witnessed incredible volatility since early 2020. One of the hardest hit is the manufacturing industry, due in part to everything from fluctuating customer demands, supply chain breaks, and workforce shortages to remote work and employee safety. Manufacturers that were quick to identify these changes and proactively adapt have performed far better …
An issue that came up for many clients with the Dynamics 365 2021 Wave 2 update is when viewing related records on a parent entity’s record, the related entity’s header menu does not move when scrolling but disappears as you move down the page. Also, the alphabetical search at the bottom doesn’t appear until you …
Dynamics 365 Related Records Header Option Disappears Read More »
“You join here, not to be cool, but to make others cool.” – Satya Nadella, CEO Microsoft Would you think that “Making others cool” should be the new tagline for Microsoft? Well if you attended the MBA Summit in Atlanta recently, you’d see lots of Microsoft employees walking around with an aura that emits …
Microsoft and its Cornucopia of Products: How Power Tools are Transforming Business Read More »
What is new in Dynamics 365 Sales versus on Premise Dynamics CRM First, let’s dispel the thought that your data is not safe in the cloud. My response when I hear that is straight forward; Microsoft’s data centers are a lot more secure than yours will ever be. In the US alone, Microsoft has 8 …
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