Microsoft Dynamics 365 Customer Engagement can already present data to users in a few different ways, including: Forms which contain data relevant to the record Views can provide users with a list of records Quick Views to place a form (of a parent record) in another form Sub-grids which allow us to place views in […]
continue reading...Posts Tagged ‘Dynamics 365 CRM’
Microsoft Dynamics 365 for Sales now offered by iCepts
Microsoft CRM, now called Microsoft Dynamics 365 for Sales, is now offered through iCepts Technology, Inc! Since 1980, we have been providing business management and supply chain technology systems to small through mid-sized organizations. In addition to Enterprise Resource Planning (ERP) systems from Microsoft, called Microsoft Dynamics 365 Business Central, we have, over time, complimented […]
continue reading...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 […]
continue reading...How to Increase Revenue in the Contact Center with Dynamics 365
Any business using a contact center treats it as a cost center. From a financial perspective, this makes sense. A good conversation with a customer creates a lot of value. The problem is that it's usually intangible. In business, you need numbers to show your value … numbers like revenue that offsets costs. The […]
continue reading...Direct Sales IT Leaders: These 2 Tools Will Help Your Sales Leaders Increase Distributor Performance
Every IT leader has felt pressure from the sales organization to produce tools that will increase sales. This group is sometimes the hardest to serve - their requests are usually tinged with urgency, and their willingness to spend time with you designing solutions is sometimes limited. . . And there's the fact that […]
continue reading...Can Better Technology Help Network Marketing Teams Reach Their Potential?
The days of distributors selling product out a stockpile in their garage are over. The direct sales and network marketing industry has transformed from that information-poor selling environment to one that is rich in information about the buying and selling behavior of both distributors and customers. Is your organization effectively using all of this data […]
continue reading...Dynamics 365 (CRM) Organization Insights
I was demonstrating the Dynamics 365 (CRM) Organization Insights at my local CRMUG Chapter Meeting last week and thought this would be a great topic for a Dynamics 365 blog based on the questions and interactions at the meeting. One of the great add-in apps (or solutions) available for Dynamics 365 is called “Organization Insights”. […]
continue reading...Give Your Healthcare Services a Boost with Dynamics 365 CRM
Why Use CRM? So if CRM solutions for the healthcare industry have been around for around 15 years, why are only about 15% of healthcare providers utilizing them? The benefits to using Microsoft Dynamics 365 in the healthcare field can be considerable. Providing exceptional customer service is imperative to ANY business, but particularly so in […]
continue reading...What you need to know about updating to the latest version of Dynamics 365 for Outlook Client
Our organization received its update to Dynamics 365 in February and we are still exploring all of the new features available to us - Editable Grids, Business Process Flow Enhancements, and Learning Path. But what about one of the most reliable tools = the Dynamics 365 for Outlook Client? Have there been any major changes […]
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