Over 7,000 people are expected to attend the Microsoft Dynamics User Group Summit 2019 in Orlando October 13-18. A highlight of every Summit event is the Expo. It is your chance to meet hundreds of Partners that sell services and products to enhance the Microsoft Dynamics ERP products. Here is our recommendation of 13 top […]
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How good are your team members at referring customers to other services offered by your bank to expand your “share of wallet”? With the right CRM system, you can run activity reports based on employees. You can see how many referrals they have attempted to make, if the prospects were qualified or not, and if […]
continue reading...There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 2: Streamline complex processes while elevating the customer experience Manual or partially automated processes create internal inefficiencies and inconsistencies in service that affect and degrade the customer’s experience and satisfaction. Customers expect banks to answer questions and […]
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We all know companies that have a legacy system for a long, long time… longer than we think they should. How can we, as consultants or partners, help them move on? The first question that pops to mind is: "Why don't they just get rid of that old software?". You can see the legacy software […]
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NetHope Helps Nonprofits Reach Their Goals by Connecting Them with Microsoft Technology Partners Last month, NetHope’s Center for the Digital Nonprofit had an exciting announcement for nonprofit organizations all around the world -- and we’re thrilled to be sharing it here. But first, what is NetHope? And why are those of us here at AKA […]
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Document management forms a crucial part of any business activity. Without proper document management system there are bound to be errors resulting in delay of accomplishing important business activities. Here, Attach2Dynamics has played a major role in substantially improving the management of documents or attachments in Dynamics 365 CRM. With Attach2Dynamics management and storage of […]
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Microsoft Dynamics business management solutions offer a fully integrated platform from which you can manage all aspects of your organization. If you are currently using the CRM solution Microsoft Dynamics 365 Customer Engagement and are considering acquiring Microsoft Dynamics 365 Business Central to manage your operations in the cloud or vice-versa, Microsoft has made the […]
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Dynamics 365 Portals Dynamics 365 Portals offer a great way to enhance customer experience by extending some CRM configurations directly to the customer. There comes a time when you may want your portal to perform some action that is beyond the out-of-the-box functionality. Extending portal functionality often requires custom Java Script and or Liquid code. […]
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When considering whether and how to use CRM, a tailored Dynamics 365 demo with specialist CRM consultants can save you hours. Demos can be helpful if you are assessing whether to adopt Dynamics 365, or if you are already using the technology but wish to adapt additional applications now or in the future. A demo […]
continue reading...You open your email and find an alert from Dynamics 365: you’ve reached 80% of storage limit. In most cases, this is not because you have too many records but because you have a habit of storing files and attachments in your CRM. What would a person do in this case? Buy more storage or […]
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