Commission calculation for benefits brokers can be complex. You work with multiple insurance carriers and each of them pays a commission. The payment is then split between the agency and …
Posts Tagged ‘Crowe Horwath’
Comparing Microsoft Dynamics 365 Sales Professional vs Sales Enterprise
Should you buy a Sales Professional or a Sales Enterprise user license for Microsoft Dynamics 365? Here is a summary of the differences between these two license types. Our customers …
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4 Ways to Avoid Making a Bad Impression With Project-Based Invoicing
As a consulting company, your job is to help your clients to be more efficient. But if your own team does not appear to be efficient, why would anyone hire …
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7 Important Considerations When Implementing PowerBI with Microsoft Dynamics 365
Traditional dashboards within Microsoft Dynamics 365 are powerful, but they do have some limits. For example, a security model applies. (This can be a pro and a con depending on the analysis). There is limited visual reporting options and a 5000 record limit. PowerBI and Customer Insights can provide some great additional functionality. However there are a few things to be aware of before starting a PowerBI implementation with Microsoft Dynamics 365. Here are seven things to consider.
How to Compare CRM Options for the Employee Benefits Broker Industry
Insurance benefits brokers know that using a good CRM system can make them more productive. But, finding one can be easier said than done. A good CRM system can help …
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Dynamics 365 Support Options - Microsoft Premier Support versus Crowe Managed Support
Some companies that purchase Microsoft Dynamics 365 think that Microsoft Premier Support is the highest level of support available. Until they compare the benefits side by side. Microsoft Premier …
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How to Survive the 4 Stages of CRM User Adoption
Just like a good marriage, user adoption for your new CRM system takes work. It doesn’t happen overnight, but it can be done. And the results are worth the effort. …
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8 Reasons to Love Dynamics 365 for Marketing
In my opinion this has been a long time coming and I think Microsoft has finally introduced something that will be embraced by the majority of companies that struggle with …
How We Have Seen Digital Transformation Impact Three Clients
Digital transformation refers to the introduction of technology into your business processes to help your team work smarter, not harder. We’ve seen companies evolve into paperless offices with better organization …
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Dynamics CRM Tip: Unable to Create or Resolve Cases?
By Byron C. Law, Crowe Horwath Creating and resolving “cases” in Dynamics CRM is very important for customer service and support teams. So if you get an error code when …
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