Today, almost everything is in the cloud. And if your organization isn't yet, you may be missing out on enhanced security, cost savings and new features. Specifically, I'm talking about Dynamics 365 Online vs On-Premise. As you may know, Microsoft has long had an on-premise version of Dynamics 365 which definitely has had its benefits, …

The Benefits of Dynamics 365 Online Versus On-Premise Read More »

Customers are more informed than ever. That’s changed how they evaluate, buy and use the goods and services they purchase. But this change isn’t a problem; rules change all the time, and people adapt. The intelligent customer is here to stay. It doesn’t mean that they know every nitty-gritty detail about the product or service …

Simplifying the SMB Customer’s Journey with Microsoft Dynamics 365 Read More »

An upset customer calls. My system is down! This feature doesn’t work! While many issues are open and closed cases (or are the result of user error), there may be bugs that need to be addressed by the development team. Having a centralized place for your customer information is just one CRM function. Your CRM …

How Microsoft Azure DevOps and Dynamics 365 CRM Work Together to Improve Service Responsiveness Read More »

The way we work has changed dramatically since the outbreak of COVID-19. With the majority of the workforce working from home or in a hybrid environment, many businesses are relying on their CRM system to help them navigate through the challenges of this global pandemic. The valuable data insights contained in CRM technology like Microsoft …

Unveiling Microsoft’s Latest EXP Platform: Microsoft Viva Read More »

  In an organization, marketers generally deal with hundreds of leads a day. However, only a small percentage of these leads are worth qualifying for sales professionals. It becomes the marketers goal to pin point specific characteristics of the leads that meet the organizations requirements. Completing this with a manual process is not only strenuous …

Microsoft Dynamics 365 Marketing: Capitalize on Lead Scoring Read More »

Simplify: verb (used with object): to make less complex or complicated; make plainer or easier: to simplify a problem. Would you like to simplify your work without becoming a slave to your “labor-saving” devices? The technology industry has been relentlessly adding tools and features to help us work, but sometimes the tools themselves can add …

Simple Project Management for Microsoft Dynamics 365 Read More »

When great solutions like Dynamics 365 CRM / Power Apps hit the market, it revolutionized the way industries organized and managed their customer data as well as engaged and maintained relationships with them. Foundational software like a CRM is by nature huge in its capacity to deal with information and simultaneously hosts a massive library …

Are you making the most out of Dynamics 365 CRM / Power Apps? Here are 12+ productivity apps to check if you are! Read More »

The Microsoft Power Platform is ever evolving! A few years ago we published an article on the use of one of its services call the Common Data Service. Well, Microsoft is now rebranding that as Dataverse. Same great features, but with a new name and updated terminology to appeal to the masses. What is it? …

Power Platform and the Rebranding of Common Data Service as Microsoft Dataverse Read More »

Using a Customer Relationship Management (CRM) system is a great way to improve your business. A CRM system, such as Dynamics 365, will provide insights to effectively manage your organization. By storing all of your customer data in one centralized location, a CRM system has the ability to analyze and automate business processes. A few …

Why Choose Microsoft Dynamics 365 CRM? Read More »

The sales and marketing departments of an SMB organization are responsible for different parts of the customer journey. Generally speaking, marketing focuses on attracting potential customers, while sales focus on closing the sale. This means marketing and sales are closely linked since your marketing efforts are futile if you don’t generate sales, while the success …

The Collaboration of Sales and Marketing for a Successful SMB Goal Read More »

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