Office 365 is one of the most well-known and acclaimed office suites available to professionals. Consisting of Microsoft Word, Excel, Outlook, Teams, OneNote, SharePoint, Power BI and more, Office 365 has become an industry standard for most companies and organizations. However, the Office 365 most users are familiar with only scratches the surface of what […]
continue reading...Posts Tagged ‘Dynamics CRM Online’
3 Features to Look for in the Best CRMs for Nonprofits
As a nonprofit leader, your mission is unique, attracting a loyal member base. The people who join your organization are your lifeblood – they share a passion for your purpose, and they contribute their resources to help you accomplish it. Because past involvement with a nonprofit is the best indicator of future involvement, growing your […]
continue reading...How to Integrate Microsoft Teams and Office 365 Groups with Active Directory Groups
As a Microsoft Office 365 user, one of the most valuable 365 features available to you is Groups. In fact, Office 365 Groups allow your organization to set up Microsoft Teams that correspond to departmental divisions: marketing, administration, sales, product development, etc. The Teams feature lets the individuals in a particular team communicate quickly and […]
continue reading...4 Ways Microsoft Dynamics 365 Boosts Productivity
Around the world, businesses of all sizes are seeing the benefits of helping employees work smarter and better together, automating cumbersome manual tasks, and using customer data as a factor in deciding what to products and services to offer. Cloud and mobile solutions are becoming a means of transforming business productivity and enabling new ways […]
continue reading...Microsoft Dynamics CRM – Using Activities vs. Notes – Best Practice
In the last few months, I have conducted several Sales related training sessions where the number one topic is Activities vs. Notes in Dynamics CRM. Many of my recent implementation projects have been for clients who have no CRM system today and have been using tools like Excel to track their touch points with their […]
continue reading...How Dynamics CRM Online Helps You Connect With Customers
Connecting with customers is a major business challenge. How well do you know your customers? Today, information can make the difference when it comes to winning customers and keeping them. You probably have plenty of data, but the difficulty is often getting to that data and having the tools to use it to your advantage. […]
continue reading...6 Limitations of Microsoft Dynamics CRM Online You Need to Know Before You Buy
Every consumer should be an educated consumer. Deciding between Microsoft Dynamics CRM Online versus Microsoft Dynamics CRM on-premise is an important decision. Microsoft Dynamics CRM Online is an excellent option for many companies. But there are some limitations that may, or may not, be important to your organization. Here are 6 points you should consider before […]
continue reading...Which is Better, Microsoft Dynamics CRM, or Salesforce?
We get the question all the time: “which is a better CRM, Microsoft Dynamics or Salesforce?” Before I address this, I want to be fully transparent: our company sells Microsoft Dynamics CRM, and not Salesforce. But this will by no means be an article trouncing Salesforce. Far from it. What I will discuss amounts to […]
continue reading...Working with Data is Easy with Microsoft Dynamics CRM
One of the most ubiquitous business applications is Microsoft Excel. It’s practically synonymous with “spreadsheet” and the de-facto program almost everyone uses for data manipulation. If you’ve ever worked with it, then you’re already halfway to being an expert working with data in Microsoft Dynamics CRM. CRM users generally need to do three things with […]
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