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Posts Tagged ‘chicago crm’

How to Create and Use Email Signatures in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to create email signatures in Microsoft Dynamics 365 for Sales.   "How do I create an email signature?" is a very common question from users, especially early on, and they are pretty simple to set up.   They are also […]

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How to Enable Business Process Flows in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to enable business process flows in Microsoft Dynamics 365 for Sales.   Business process flows are useful for standardizing how your team tackles particular tasks. Basically, they serve as guides for how to get things done.   For example, you […]

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How to Use Connections in Microsoft Dynamics 365 for Sales

  In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities.   Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable […]

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Want CRM Success? Serve the Servants First!

  Imagine this:   You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet.   You need to create consistent, high-quality experiences to keep prospects and customers coming back for more.   […]

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CRM 2016 Can Help YOU Connect With Millennials

It's easy for software to become outdated, especially in a world where social media and technology innovations are emerging daily. Younger generations are always ready and waiting for the newest development, and with the help of Microsoft CRM 2016, your company will be on their radar too.   For more information on how Microsoft CRM […]

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