CRM systems today are more important than ever to help capture every opportunity and put the odds in your favor for both managing your existing customers effectively and nurturing prospects to close.  Over time, Customer Relationship Management or (CRM) software has increasingly evolved to include more business tools necessary to help companies with staying on …

How Much Does CRM Cost? Read More »

It’s not an unknown fact that technology can take an organization to a different level making it more efficient, productive, and generating a good return on investment. As such it becomes a little tough for organizations who are still using old technology and are rummaging through several spreadsheets for information. Microsoft Dynamics 365 takes care …

10 Reasons Why Dynamics 365 Is A Better Choice for Non-Profits Read More »

Most of you would be familiar with our popular document management apps for Dynamics 365 CRM/Dataverse (Power Apps) – Attach2Dynamics and SharePoint Security Sync. Both our solutions are Preferred Apps on Microsoft AppSource and there are many similarities between them when it comes to document/attachment management in Dynamics 365 CRM. But there quite some factors …

Attach2Dynamics or SharePoint Security Sync – Seamless document management within Dynamics 365 CRM Read More »

With changing innovation scene and the requirements of today’s clients, a venture calls for better work process management, closer coordinated effort among the teams, and tools to automate and drive process effectiveness. Not every software has been configured properly to be compatible with others. However, in the case of Dynamics 365 and SharePoint, since both are …

The Business Benefits of Dynamics 365 and SharePoint Integration Read More »

Microsoft Dynamics 365 is one of the world’s most widely used Enterprise Resource Planning (ERP) and customer relationship management (CRM) solutions, catering to sales, customer service, marketing domains and aiding operational tasks such as managing finances and human resources. Different industries have vouched for Dynamics 365 for one reason: because it helps them to integrate …

Maximizing Donor Relationships with Dynamics 365 Read More »

Want to improve the relationship between your sales and marketing teams? Your marketing automation platform and Microsoft Dynamics integration is a great place to start. Sales and marketing alignment can be best facilitated with both teams are working with the same information. Whether you use Microsoft Dynamics CE, CRM, or Sales, you can leverage your …

Sales and Marketing Alignment with Marketing Automation Read More »

We had discussed data management (Cleaning up Data in Microsoft Dynamics CRM), in one of our previous posts. In this blog, I would like to talk about audit history – one of the largest data generators in any Microsoft Dynamics CRM instance. Audit history is used to track changes to any records. A typical database row of audit data …

Dynamics CRM Data Management: Audit Management and Clean-up Read More »

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