Most business users respond to emails all day long. Oftentimes these emails dictate which tasks you focus on and help you to prioritize the tasks you need to work on. The main way you communicate with your customers and coworkers is email, so doesn't it make sense that your email would be integrated […]
continue reading...Posts Tagged ‘contacts’
Highlights of Upcoming Dynamics 365 October 2019 Updates
Setting the Stage During the recent Microsoft Business Applications Summit, Microsoft announced the availability of the "2019 Release Wave 2 Plan". The Release Plan covers all of the upcoming updates for Dynamics 365 and the Power Platform (PowerApps, Microsoft Flow, and Power BI). For many CRM users the breadth of areas to keep up with […]
continue reading...Dynamics CRM 2015 Outlook Client: The Top 5 Reasons to Roll it Out Today
Dynamics CRM 2015 essentially comes in three different user interfaces: the CRM web, the Outlook Client and the CRM mobile app. The user’s experience is highly dependent on how they choose to access their CRM data. At AKA, we spend a lot of time considering how to best configure the user experience within these different […]
continue reading...Keep CRM Contact Lists Clean with Excel Automation
Dynamics CRM automates many aspects of list management; for example, when opportunities are closed and marked as "won", Dynamics CRM can automatically update accounts from prospects to customers. Additionally, Dynamic marketing lists can automatically update. For example, when your business development team closes accounts, Dynamics CRM will automatically remove the contacts and companies from your […]
continue reading...Microsoft Dynamics CRM Reduces Data Entry Time
Data entry is never at the top of anyone’s to-do list but in order to keep your customer database up to date, it’s a necessity. If you’re using Microsoft Dynamics CRM, you can update information for multiple contacts at the same time. This feature comes in handy when a company in your database changes their […]
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