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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘CRM’

5 Things We Love About the Integration Between Microsoft Office 365 and Dynamics 365 (CRM)

Microsoft Office 365 offers a suite of productivity tools, fully integrated to Microsoft Dynamics 365 Customer Engagement. Well-known applications like Outlook, Excel, SharePoint and OneNote are complemented with a set of cloud-based tools that improve collaboration, communication and productivity in the workplace. At JOVACO Solutions, we love the mobility and accessibility offered by this integration, […]

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How to Be Sure You’re Getting the Most Out of Your CRM Solution

If your CRM system is not doing all you hoped it would, there are two common reasons. Either the system was not set up properly with your processes in mind, or perhaps your sales team is not using it properly, or at all. To the untrained, CRM systems can seem difficult to learn and there […]

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Adding Value to Microsoft Dynamics 365 with Document Generation

Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back in the day with basic document management.  It wasn’t long ago that everyone used typewriters and filing cabinets to manage their office documents, until PCs […]

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Take Scheduling to the Next Level with Dynamics 365 Field Service

One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data. D365 Fields […]

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How to Attract Younger Members to your Association

A Membership Association does many things, but it always has one overriding business goal – to increase its members. Increased membership is what drives revenues and allows the Association to fulfill its mandate. Yet, the 2018 Innovation Benchmarking Research study on Associations found that nearly half of Associations are failing to grow. Stagnant or negative […]

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Why CRM Must be an Ongoing Program, Not a Technology Implementation – Part 1

Define, Build, Test, Deploy, Support….Upgrade.  Do it all again in a few years. Historically companies have allocated time and money to a CRM effort as a “one-time, big event.” Once live, the resources and dollars allocated were reduced to the bare minimum to simply maintain and support the CRM system until the next major upgrade. […]

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Les 5 fonctionnalités de la mise à jour d’octobre 2018 de Microsoft Dynamics 365 que nous attendions le plus

La dernière mise à jour cloud majeure de Microsoft Dynamics 365 est finalement arrivée le mois dernier ! En effet, la version d’octobre 2018 de Business Applications amène une nouvelle gamme de fonctionnalités et d’améliorations que nous attendions impatiemment.   Comme nous en avions parlé précédemment, tous les utilisateurs de Microsoft Dynamics 365 doivent migrer […]

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Top 5 Microsoft Dynamics 365 October 2018 Release Features

The next major cloud update for Microsoft Dynamics 365 arrived this month! The upcoming Business Applications October 2018 release comes with a host of features and enhancements that we are really excited about.   As mentioned previously, all Dynamics 365 users will have to migrate to the new version by January 31, 2019 to take […]

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4 Ways Dynamics 365 Shortens Sales Cycles

For most businesses, the primary driver behind using a CRM is to drive sales to your business.  Dynamics 365, from Microsoft, allows you to shorten your sales cycle, leading to more sales and higher revenue. We have identified four of the top ways Dynamics 365 shortens sales cycles and accelerate your sales.   1 – Effective Management of contacts, […]

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