Microsoft is rolling out the July Update (version 9.0) for Dynamics 365 this week. This is exciting news that many have been waiting for. However, you may be wondering if you should be an early adopter or wait until the next update. In order to help with your decisions, here are a few things to …
Posts Tagged ‘dialogues’
Keep the Dialogue Going with Dynamics CRM
The November Service Update of Microsoft Dynamics CRM 2011 brought us dialogue capabilities. Dialogues are a new and efficient way to assist CRM users in data entry. Not only is the entire process customizable but it can help managers ensure that they are getting accurate and helpful information. What might you use it for, you …
Processes, Workflows and Dialogues: How Microsoft Dynamics CRM Makes Running Your Business So Much Easier!
Customer Relationship Management (CRM) doesn’t start with CRM software. CRM is a business strategy which uses systems and processes to effectively manage interactions with customers, potential customers, and other contacts. An effective CRM strategy largely comes down to well designed, well implemented, and well run customer facing business processes. In theory, you don’t need software …
