Your Dynamics 365 is already doing many things for you. But software developers are here for you to make it work even better. Check our suggestions on how you can improve the performance of your CRM, increase security and cut maintentance costs. Photo by Scott Graham on Unsplash Integrate Dynamics 365 with SharePoint Documents in […]
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Microsoft Dynamics 365 Customer Insights for Asset Management: Better Data Insights Lead to More (and Better) Opportunities For asset management firms, succeeding with only basic understanding of clients, advisors and consultants is a thing of the past. To be a successful asset manager, you need to know more than just basic demographics to initiate […]
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Perhaps you’ve been planning to upgrade your current on-premise CRM (Customer Relationship Management) solution to a Cloud-based system that will offer more of what you need to drive your business forward. If so, it’s a safe bet that Microsoft Dynamics 365/CRM is at the top of your shortlist. You’ve read a lot of information here […]
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Most companies probably look at sales and operations as two different teams with two different sets of goals, but it’s more important than ever for these two groups to work together. As budgets tighten and timelines shorten, estimations have to be even more precise, and the start and end dates have to work with what […]
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TECH INSIDER UPDATE • Business Strategies and Insider Tips & Tricks JOIN US FOR THIS POWERFUL WEBINAR ON AUGUST 6TH Get insider info on the latest technology products, ideas, and trends in the industry. This is not a demo. This is a High-Energy, (RAPID-FIRE) online event from industry-leading JourneyTEAM | Microsoft consultants and […]
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It would be an understatement to say that we’re living in critical times. All businesses and most individuals are affected by the present economic downturn triggered by the COVID–19 pandemic. The banking industry is looking for ways to help their clients weather the storm while keeping their own institutions solvent. There’s little doubt that we’ll […]
continue reading...The Key to Successful Organizations: Measuring and Increasing Employee Work Happiness Jeff Sutherland, the author of SCRUM: The Art of Doing Twice the Work in Half the Time, says, “Happy people aren’t happy because they are successful; they’re successful because they are happy. Happiness is a predictive measure.” If you’ve read his book, you’re familiar with […]
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How can you improve your Dynamics 365 CRM productivity? In the end it all comes down to how quickly and effortlessly you can complete the daily mundane tasks. This is where our suite of 1 Click Productivity Apps comes in! Click2Clone – Clone/Copy Dynamics 365 CRM records in one click Click2Export – Export Dynamics 365 […]
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A big promise of Microsoft Dynamics 365 is a “360-degree view of your customers,” and that’s great: who could disagree? And if you’re in sales, perhaps the most important part of the customer relationship where you really need all 360 degrees is when a customer actually becomes a customer — when they sign their first […]
continue reading...Building a visualization that shows performance to goal is a common practice in Microsoft Power BI. In this article, we are going to dive a little deeper into visualizations and how color helps to emphasize data in your CRM system including Microsoft Dynamics 365 for Sales. One visualization that is commonly used in Dynamics […]
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