Connections in Dynamics 365 enable you create and view the relationships between multiple records across multiple entities.  These could be Accounts, Contacts, Quotes, and Cases etc. From any entity you can see an overview of its relationships, helping drive better sales and marketing. The connections functionality is also available to use on custom entities that …

How to create Connections and Connections Roles in Dynamics 365 Read More »

Insurance companies have unique requirements. To increase your success with new technology systems you should work with a company that has proven experience with agencies like yours. Here are several powerful things the Crowe CRM team did for insurance agencies using Microsoft Dynamics 365: Implemented Microsoft Dynamics 365 CRM for an Insurance Agency who used …

How Three Insurance Agencies Are Benefitting from Dynamics 365 Read More »

If you have a CRM (Customer Relationship Management) solution or are thinking of investing in one, you know that a lot of work goes into the project before you even flip the “on” switch. It’s not unusual for a CRM project leader to spend weeks or months deciding on features, researching different solutions, obtaining executive …

Are You Getting the Most from your CRM? Here’s What Can Help. Read More »

Edit: Microsoft Flow has since been renamed Microsoft Power Automate, but the capabilities it offers remain the same.   We’ve heard a lot about “One Microsoft” these past few years, a restructuring of Microsoft’s organizational structure that connects together all aspects of the company. By eliminating silos between departments and teams, Microsoft sought to increase …

Microsoft Flow versus CRM Workflows: What’s the Difference? Read More »

Dynamics 365 CRM is a vast customer relationship management (CRM) system which caters to different functions of different users. It has provisions to keep track of customer details in almost all aspects. For e.g. there are Sales, Marketing, Service and other modules that focus on targeted areas and are a driving factor behind managing customer …

Attachment Management on Cloud Storage from within Dynamics 365 Read More »

Microsoft Dynamics 365 provides the foundation of your business operations for the future. A great partner will help you make the most of your investment, helping your organization thrive in the digital world. The partner you choose should help you take full advantage of technology to improve your business processes for a long-term return on …

7 Tips to Help You Choose the Right Dynamics 365 Implementation Partner Read More »

The 4 day Microsoft Inspire conference kicked off with a corenote livestream from Gavriella Schuster, Corporate VP of Microsoft's One Commercial Partner Organization, and Judson Althoff, executive VP of Microsoft's Worldwide Commercial Business. Microsoft's dedication to its mission of empowering every person and every organization on the planet to achieve more is evident. Big Dynamics …

Dynamics 365 Licensing Changes and New features for Teams. Read More »

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