Posts Tagged ‘Microsoft CRM’

CRM Cloud Upgrade's Logo It’s time to ditch your Dynamics CRM VPN

It’s time to ditch your Dynamics CRM VPN. Time for some spring clean-up. For most Microsoft Dynamics CRM users who are using an in-house server-based CRM, your IT team has had to set up extra steps to provide secure remote access to your CRM users. This added access is often in the form of a …

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JourneyTEAM 's Logo Meet Microsoft’s New CRM REST Builder Tool to Simplify Processes

JourneyTEAM developers discuss how the Dataverse REST Builder Tool allows users to interact directly with the Dynamics Web API.   Created by Jason Lattimer and Guido Reite, the Dataverse REST Builder allows users to interact directly with the Dynamics Web API. Previously, users who wanted to perform queries or retrievals had to download and import …

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iCepts Technology Group, Inc.'s Logo Empower your Sales Force with Microsoft CRM

Empower your sales teams with technology to outpace the competition with Microsoft CRM. At iCepts Technology Group, Inc. we understand that investing in new technology is a big decision. More companies are relying on sales force automation (SFA) tools and Artificial Intelligence (AI) to get ahead. But it’s no small commitment to deploy a new …

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JourneyTEAM 's Logo New CRM, Microsoft Dynamics 365, and Azure Updates Discussed at Tech Insider Update

Recently, JourneyTEAM held their Q3 Tech Insider Update where they previewed new changes, updates, and releases made to Microsoft products, including Dynamics 365. In addition to resolving bugs and limitations in existing tools, the recent changes help business teams streamline data analysis, simplify business processes, and increase accessibility and visibility into valuable customer data.    …

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iCepts Technology Group, Inc.'s Logo Why Some CRM Initiatives Fail

CRM Systems today are becoming more in demand and viewed as a necessary business solution to effectively manage each lead that could result in revenue.   Customer Relationship Management (CRM) systems are therefore an effective business tool to ensure the proper tracking, follow up and management of both prospects and existing customers. Today businesses count on …

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iCepts Technology Group, Inc.'s Logo Free CRM Assessment for Business Central

Microsoft Dynamics 365 Business Central has a vast array of ERP functionalities across many different areas including advanced accounting, supply chain and inventory control, warehousing, project management, manufacturing plus service management.  One of these areas also in Business Central is CRM (Customer Relationship Management) functionality.  Already included in this Microsoft ERP functionality set; a "light" …

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BroadPoint, Inc.'s Logo Moving to the Cloud – What You Need to Know

Perhaps you're contemplating moving your data and business processes to the Cloud, or maybe you'd like to improve your organization's cloud strategy. Either way, you probably have questions about costs, the migration processes, or even the terminology surrounding cloud technology. As a long-time Cloud Solution Provider (CSP) for Microsoft, BroadPoint has supported many organizations that have …

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BroadPoint, Inc.'s Logo Level-Up! How Dynamics 365 Takes Your Favorite Office 365 Programs to the Next Level

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 …

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emfluence Marketing Platform's Logo How Custom Fields in Microsoft Dynamics Connect to Your Marketing Automation Strategy

Whether you’re using Microsoft Dynamics CRM or CE/Sales in Dynamics 365, you’re probably using custom fields to capture information that’s relevant to your business model. Out of the box, Dynamics offers lots of fields that are common to most business types, like First Name, Company, Email Address, and mailing address information—but the beauty of Dynamics …

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iCepts Technology Group, Inc.'s Logo Top 5 Reasons to Select Microsoft Dynamics 365 for Sales (CRM)

Customer Relationship Management (CRM) Systems are vital in today’s fast-paced business economy to utilize as much data possible to effectively manage ever increasingly complex sales processes and to access critical insights into an organizations’ customers buying trends. Modern CRM systems can help provide the necessary tools for a companies’ both prospects and customers to maximize …

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