dynamics 365

Do you find it hard to manually allocate work items to your team in Dynamics 365 CRM/Power Apps? Are you looking for a better way to allot/assign work items in Dynamics 365 CRM/Power Apps? Presenting to you, one of our Preferred Apps on Microsoft AppSource - Round Robin Routing & Assign –  a productivity app …

Stop Cherry Picking! Automate Assignment of Leads/Cases within Dynamics 365 CRM/ Power Apps to specific users! Read More »

For any business, small or large, success depends entirely on sales figures. And no matter how great the product is or how much was spent on marketing, the primary goal for any organization is to increase revenue. Microsoft Dynamics CRM is designed to support the sales process from beginning to end – right from acquiring …

The Dynamics CRM Sales Process: Everything You Need to Know Read More »

For many organizations, the web client interface for Dynamics 365 (commonly referred to as Classic UI or legacy web client) has been the primary way users have accessed and utilized Dynamics 365 modules like Sales, Service, and Marketing. By December 1, 2020, organizations must transition from this classic UI to the new Unified Interface experience. …

Deadline to move to the Dynamics 365 Unified Interface set to December 1, 2020 Read More »

Predictive analytics takes CRM data and uses it to make predictions about future events. In terms of sales, predictive analytics looks at information from the entire customer life cycle to predict how customers will behave, such as whether or not they will convert. As technology evolves and the world becomes more engaged digitally, you need …

How to Leverage CRM Predictive Analytics Tools to Improve Sales Read More »

  Microsoft's continues to invest in powering digital transformation to their customers and partners in the 2020 Dynamics 365 Release Yesterday, Microsoft published the 2020 Dynamics 365 release wave 2 plans for Dynamics 365, a compilation of new capabilities that will be released between October 2020 and March 2021. The release demonstrates Microsoft's continued investment …

2020 Dynamics 365 Release Wave 2 Offers Hundreds of New Features Read More »

The growing trend toward Cloud-based CRM (Customer Relationship Management) systems is not without merit. Cloud computing can offer features and processes unavailable in on-premises solutions. Cloud CRM can help you make the best use of your data. It allows you access to the newest technologies. It integrates seamlessly with familiar and indispensable processes that your …

3 Critical Considerations When Moving Your Legacy CRM to the Cloud Read More »

Enhanced Email or Not With the Wave 1 2020 release, Microsoft rolled out an option called "Enhanced Email". This feature updates the current email experience in Dynamics 365. However, it only updates the experience from the timeline. So, you will need to decide if the enhanced email experience is right for you or not. I …

Dynamics 365 Enhanced Email Read More »

Most of us have experienced the all to familiar situation of having to explain our problem over and over again to numerous support people. If only your issue was recorded the FIRST time you call so you weren’t stuck repeating the same thing. With Case Management in Dynamics 365, a case is started at the …

Provide Seamless Customer Service with Case Management in Dynamics 365 Read More »

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