Posts Tagged ‘Dynamics CRM Manitoba’

Prophet Business Group 's Logo [Video] User Acceptance Testing Can Make Or Break Your Dynamics 365 Project

User acceptance testing is a key piece of any Dynamics 365 CRM project. Basically, it entails getting your users into your system to try out some common workflows and day-to-day …

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Prophet Business Group 's Logo Make “Know Your Client” Compliance Easier with CRM

Is Know Your Client compliance (KYC) a challenge for you or your financial advisor clients? Would you like to automate the process of gathering information, updating clients and sending reminders? …

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Prophet Business Group 's Logo One Thing 90% of CRMs Don’t Have (That Yours Needs)

I’ve seen a lot of CRM projects and – based on my experience – there’s one thing that 90% of clients don’t bother with: a well-thought-out security model. I’m not …

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Prophet Business Group 's Logo 3 Things You Need Before You Get a CRM [Video]

CRM is everywhere. It’s a sales management tool. It’s changing customer service. It’s in companies of all sizes. It can really change your business, but if you want to reap …

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Prophet Business Group 's Logo Migrate Your Dynamics CRM Online Organization to a Canadian Datacenter

Microsoft launched new datacenters in South America, Australia, Japan, India, and Canada.  With the introduction of these new datacenters, you now have the opportunity to move your existing CRM Online …

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Prophet Business Group 's Logo Manage More Than Sales in CRM with Project Service

CRM software started as a digital rolodex. Then it grew into a way to manage sales opportunities and leads. Eventually it absorbed customer service. Now, the boundaries of what you’ll …

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Prophet Business Group 's Logo Understanding Dynamics CRM Online vs. On Premises Update Cycles

There are a lot of things to consider when choosing whether to deploy Microsoft Dynamics CRM Online or On Premises. Up-front costs, reporting requirements and migration are the most common, …

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Prophet Business Group 's Logo Hands-On Impressions of Dynamics CRM 2015 Spring Release

We’ve had access to Microsoft Dynamics CRM 2015 Spring Release for a few months now. During the lead-up we were swooning over some of the new features but, now that …

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Prophet Business Group 's Logo What Would You Do If A Sales Rep Quit Tomorrow?

We always ask the titular question when we’re talking to an organization about Microsoft Dynamics CRM and the answer is almost always some variation of “download their email and hope …

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Prophet Business Group 's Logo Is It Worth Integrating SharePoint and Dynamics CRM?

Whether you’re using Dynamics CRM to manage a sales process, resolve customer issues or conduct marketing campaigns, you’ve probably seen how useful it can be to attach a document to …

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