The first 100 days of a CRM implementation are the most crucial to set yourself up for success. Forming good habits and promoting user adoption right from the start is much easier than allowing disuse, workarounds, and negativity to take root and then trying to counteract it later. In this article, I'm going to share …

Tips to Maximize the First 100 Days of CRM Adoption Read More »

The arrival of spring seems especially welcomed this year as we all look forward to brighter days ahead. Our CRM Cloud Upgrade team is excited to share the following Microsoft video released earlier this month showcasing the latest integration between Microsoft Teams and Dynamics 365. This 3-min video is well worth the watch, showcasing the …

Great Microsoft CRM video and our New Cloud Upgrade website Read More »

In our last post, we talked about the process of quoting and how much CPQ (Configure, Price, Quote) software can benefit your sales organization. This follow-up will discuss what sort of businesses and industries use CPQ. CPQ apps work with your other business technology, such as CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning). …

What Businesses and Industries Benefit from CPQ? Read More »

Microsoft Dynamics 365 and Power Platform 2022 Release Wave 1 has arrived, and Microsoft showcases new innovations that provide instrumental capabilities to revolutionize your business. This blog will focus on Dynamics 365 Marketing. The Microsoft Dynamics 365 release encompasses features across Dynamics 365 applications, including Marketing starting April 1st, 2022. Review the regional deployment schedule here. What's new with Dynamics …

Dynamics 365 Marketing and Power Automate Release Wave 1 Read More »

A rich work culture undoubtedly enhances the productivity of employees leading to higher sales and higher returns. For this, organizations across the world are implementing new techniques to uplift and motivate employees to put forth their best effort in achieving organizational goals. And one such technique is GAMIFICATION! Gamification plays an important role in uniting …

First Look Webinar: Improve user engagement, productivity, ROI, and much more with Dynamics 365 CRM Gamification Read More »

Not all businesses have licensing for the Dynamics 365 Marketing application, but still have a need to send emails with dynamic content, images and other functionality that’s typical with HTML emails. In cases like this, Power Automate flows may be leveraged to achieve the same result. One of our clients needed to send dynamic emails …

Improve Email Marketing With HTML Email Templates in Power Automate Read More »

  Microsoft Dynamics 365 and Power Platform 2022 Release Wave 1 is here, and it brings new innovations that provide significant capabilities to transform your business. The Microsoft Dynamics 365 release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Supply Chain Insights, Human Resources, Commerce, Fraud Protection, …

Dynamics 365 2022 Release Wave 1: Sales Read More »

Businesses involved with sales understand how challenging the process of quoting can be. If your company offers a wide range of products, prices may vary greatly depending on specifications. Generating quotes manually, as is traditional, presents problems with accuracy and is very time-consuming. CPQ software can revolutionize your quoting process and truly benefit your sales …

How CPQ Software Can Benefit Your Sales Organization Read More »

Many people think that Microsoft Dynamics 365 is the only CRM option available from Microsoft. But I can let you in on a little insider's secret. Microsoft Dynamics 365 is built on a platform that includes Microsoft PowerApps and Power Automate. Why is that important? Because we can use those tools to build just about …

Insider Tip: Microsoft Dynamics 365 is Not the Only CRM Option from Microsoft Read More »

To be successful with your CRM system, you need to capture sales activities consistently. Ideally, you should be able to rely on each member of your sales and marketing teams to track their activities and all interactions with your customers. But if the process is not easy, they won’t do it. It’s always easier not …

Best Practices for Tracking Outbound Sales Activity in Microsoft Dynamics 365 Sales Read More »

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