The Dynamics 365 Social Pane is a great way for you to see all related Posts, Activities and Notes for this record, and related records. It also allows for an easy way to create, edit and complete activities without navigating to another form. There’s some advantages to using the Social Pane to control activities, as […]
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Why you need a CRM? There are many reasons you need a CRM, but in today’s competitive industry, a good Customer Relationship Management tool is a must. Here, we will discuss the reasons that we see as most important/ that we've dealt with through personal experience. Hopefully, this article will get you thinking about the value […]
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Microsoft is unifying all its business applications, breaking down the artificial silo’s of ERP and CRM to deliver purpose-built applications in the cloud as Dynamics 365. If you're a Microsoft-based business, you will want to hear and see what the future holds for Microsoft, as they gear up to change the application paradigm — bringing […]
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Hear from Microsoft Dynamics CRM expert, Andrew Winters, as he discusses key differences between Microsoft Dynamics CRM and Salesforce. Andrew has been on both sides of the field - having sold and worked with Microsoft Dynamics CRM and Salesforce - and is therefore in a unique position to review marketing capabilities, sales management, pricing, 3rd […]
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Ignoring all the policy and product details, insurance effectively comprises a process whereby clients outsource their perceived risks and ask organisations to carry the financial burden in the event that the risk occurs. This has been at the core of long-and-short term insurance processes over the past few decades where clients and insurance organisations alike […]
continue reading...If you are ready to make your business more productive and to begin on a digital transformation, maybe it's time to look at Dynamics 365. Whatever the size of your business, Dynamics 365 can be beneficial. Dynamics 365 is the only cloud-based solution that provides what you need for CRM and ERP all in one place. Dynamics […]
continue reading...It goes without saying that growth and a positive reputation are good things in business. However, when you organization is in this enviable position, you can bet your competitors won’t be far behind. The challenge then turns to staying out front and continuing to grow—without sacrificing the quality of your products and service. You need […]
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CRM can provide significant benefits to any sales-driven organization that’s focused on customer service. And it can have a profoundly positive impact on internal processes and performance, both individually and organizationally. Despite CRM’s inherent ability to boost profits and deliver insights, there are some things that CRM simply can’t do on its own. Time […]
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Microsoft Dynamics 365 provides a lot of insight into where Microsoft has been, as well as where it is going with both its ERP and CRM lines. A single business platform and common data model that simplifies IT and application integration has been a decades-old vision of Microsoft’s, and has come to fruition with the release of Microsoft […]
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If you use Microsoft Dynamics CRM Online, at some point in the next 12 months you’ll be confronted a question. How do you want to manage the transition to Microsoft Dynamics 365? We recently hosted a webinar on Dynamics 365 and the most questions by far came from existing Dynamics CRM users nervous about the […]
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