Posts Tagged ‘CRM Software’

CRM Cloud Upgrade's Logo Microsoft CRM Migration to the Cloud - VIDEO from Microsoft

Microsoft CRM Migration to the Cloud - VIDEO from Microsoft for your Cloud Upgrade to Dynamics 365 Before your Microsoft CRM Migration - Questions to ask your Cloud upgrade partner in USA or Canada. Capability How many upgrades?  Our team has performed over 1000 ERP and CRM upgrades over the past years including on-premise to …

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JourneyTEAM 's Logo Enhanced Microsoft Teams Collaboration

JourneyTEAM developers discuss the latest collaboration capabilities currently in preview in Microsoft Teams in a recent learning forum. As part of their continuing efforts to improve the power and efficiency of its solutions, Microsoft has released new collaboration capabilities within Microsoft Teams. Currently available in preview, these enhanced features are enabling organizations to increase and …

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JourneyTEAM 's Logo The Benefits of Using Dynamics 365 Customer Insights

Bring Together Transactional, Behavioral, and Demographic Data to One Platform Dynamics 365 Customer Insights is Microsoft's customer data platform (CDP) that helps deliver personalized customer experiences and is a leading performer in tracking customer data. The platform's capabilities provide insights into who your customers are and how they engage with your platform. Unify customer data …

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JourneyTEAM 's Logo Improve Email Marketing With HTML Email Templates in Power Automate

Not all businesses have licensing for the Dynamics 365 Marketing application, but still have a need to send emails with dynamic content, images and other functionality that’s typical with HTML emails. In cases like this, Power Automate flows may be leveraged to achieve the same result. One of our clients needed to send dynamic emails …

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JourneyTEAM 's Logo Improve Marketing Email Campaigns with Dynamics 365 Marketing

Businesses everywhere strive to improve their marketing efforts. A Large part of an organization's marketing efforts is producing effective email campaigns, and the right content within those emails. One way to simplify dynamic email creation is to store email templates on a record inside of Dynamics 365 Marketing. This was an especially helpful approach for …

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Datavail's Logo What You Should Know About Microsoft 365 Business Apps - Part 3

Microsoft Dynamics 365 is the latest version of Microsoft’s business applications. It includes Microsoft Dynamics 365 CE/CRM (Customer Relationship Management) applications, and ERP  (Enterprise Resource Planning) applications. As Microsoft has updated, separated, and renamed its Dynamics suite of products over the years, this paper will provide an overview of the main components, or modules of …

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JourneyTEAM 's Logo Meet Microsoft’s New CRM REST Builder Tool to Simplify Processes

JourneyTEAM developers discuss how the Dataverse REST Builder Tool allows users to interact directly with the Dynamics Web API.   Created by Jason Lattimer and Guido Reite, the Dataverse REST Builder allows users to interact directly with the Dynamics Web API. Previously, users who wanted to perform queries or retrievals had to download and import …

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JourneyTEAM 's Logo Enhance the Power of Microsoft Power Apps to Drive Sales

Discover how a JourneyTEAM developer helped a parts supplier company increase visibility into sales opportunities by creating custom Canvas Apps. Microsoft Power Apps has become one of the most popular no-code platforms available. The intuitive platform enables users to build custom applications using drag-and-drop tools that require no coding via Canvas Apps. Using the robust …

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iCepts Technology Group, Inc.'s Logo Power-CRM Software Explained

As business begins to accelerate again, organizations look to modern technology business solutions to help keep track of activity. Specifically, Customer Relationship Management or CRM Software is a solution designed to help manage new leads, nurture to close in addition to effectively manage current accounts. In today’s business environment, companies cannot afford to lose any …

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iCepts Technology Group, Inc.'s Logo CRM Opportunity Management Features to Close More Sales

Customer Relationship Management (CRM) solutions are essentially software systems that a business can use to increase sales, stay in contact with your current customers, and make sure that no opportunity is missed.  CRM systems are a place to store and record all prospect and customer interactions in one place. Forward-looking companies realize that in our …

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