There is a common problem in many organizations today, and it arises from the use of spreadsheets to organize and manage business processes. Excel has served companies well for more than 30 years, and it continues to be useful for many purposes, including organizational management and finances. But, there are limitations to its use […]
continue reading...Posts Tagged ‘microsoft dynamics 365’
How Microsoft Dynamics 365/CRM Adds Value to Your Business
Customer Relationship Management (CRM) was developed to organize and keep track of customer information, and it certainly does that. But growing businesses are finding that modern CRM solutions such as Microsoft Dynamics 365/CRM go way beyond simply saving and filing information and can now also drive growth and add value to their organization. Here are […]
continue reading...Functional Task Force and Reverse Training – Redefine Your Role in YOUR CRM Implementation
A CRM project will certainly fail if it does not receive the full support of those who will ultimately benefit from it…..the users. Call it user adoption or company buy-in but without it, your CRM implementation will feel like an up hill battle and ultimately will be a huge waste of money. With it, you […]
continue reading...See the Power of ClickDimensions Campaign Automation
It’s not often that an attendee describes what they are viewing as “Jaw dropping” but that happened to us last Thursday while walking through a demo of ClickDimensions Campaign Automation at Microsoft Marketing Surestep Office hours Content We started off by talking about what marketing automation is and why it is so important in today’s market. We discussed some of […]
continue reading...Opportunity Grid Accelerator for Dynamics 365
Creating a sales opportunity or quote in Microsoft Dynamics 365 that covers multiple product lines can prove time-consuming. That's because interface controls force sales users to select individual products. If an opportunity consists of six different products, a sales user will repeat six different searches to select these items. For sales professionals who create multi-line quotes this is […]
continue reading...Marketing Automation for Dynamics 365
Webinar: How to Select a Marketing Automation Solution for Microsoft Dynamics 365 There's still time to register for this educational webinar on How to Select a Marketing Automation Solution for Microsoft Dynamics 365. Join us on Thursday, April 25 in this collaboration between enCloud9 Social CRM Consultants and ClickDimensions. In this fast-paced webinar, we will provide […]
continue reading...CRM Experts Answer The Question – What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is being called a “game changer” and “the next generation of intelligent business applications.” But with all the different options, many people are still a bit unclear and ask, “But Really… What is Microsoft Dynamics 365?” Is it ERP? Is it CRM? And how does it compare with the Microsoft Dynamics solutions that […]
continue reading...Six reasons why Dynamics 365 is better than Salesforce for enterprise companies
The CRM field is shifting and Salesforce is no longer the only player in the game. In fact, many people today are suggesting that Microsoft Dynamics 365 is better than Salesforce, especially for enterprise-sized companies. Here are six reasons why Microsoft Dynamics 365 is better than Salesforce for enterprise companies. #1: Development Flexibility Dynamics 365 […]
continue reading...How an embedded PowerApp enables faster sales quoting
Creating sales opportunity in Dynamics 365 which involve multiple products can prove repetitive and time-consuming. That's because default controls force users to select one product at a time. For busy sales professionals creating multi-line quotes this is a drawn-out process. Thanks to the Microsoft Power Platform, flexible solutions have emerged to save time and create […]
continue reading...Microsoft Dynamics 365 – Expand customer insights, collaboration, and analytics
Webinar (Thursday) 12/20/18: New Microsoft Dynamics 365 capabilities - Expand customer insights, collaboration, and analytics. Join Crowe to find out more about Playbooks, LinkedIn insights, Microsoft Teams integration, Relationship assistant and other new Dynamics 365 capabilities!
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