Benefits brokers evaluating CRM and agency management software need to know more than what features appear on a product checklist. They need to understand how the system will handle real […]
Capturing and managing leads effectively is one of the most critical functions of any CRM and marketing automation platform. If your lead capture process isn't optimized, valuable prospects can fall […]
Microsoft Dynamics on-premises life cycle is reaching its end, but you don’t have to leave behind all the integrations with other software you’ve built. The Microsoft Dynamics End of Life […]
Dynamics 365 CRM is a vital tool for any business wanting to build and nurture customer relationships, identify new leads, and optimize their sales opportunities. It provides a 360-degree view […]
Microsoft Teams has become more and more popular. It has grown from 13 million daily active users in July 2019 to 20 million in November 2019. This growth made Teams […]
Many times, when people are building integrations they build the front end and then worry about the integration after. While it is important to focus on the UI, having an […]
Enhance Your Dynamics 365 CRM Solution with a Business Central Integration
Integrating Source System Standardized Values to CRM