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Videos – Dynamics CRM

6 Things I Love About Working for Microsoft Dynamics Partner, AKA

Why I Love Working for AKA Enterprise Solutions As I enter my fourth year at AKA Enterprise Solutions (a leading Microsoft Dynamics Gold Partner) I want to share a bit about why I love working here. A little about me: I received training in Microsoft Dynamics 365 CRM in college, started work immediately after graduating, […]

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5 Reasons Why You Should Choose a Microsoft Gold Certified Partner

5 Reasons to Choose a Microsoft Gold Partner Whether you’re shopping for a consumer product on your own time or evaluating a potential IT partner for your organization, you depend on reviews, professional assessments, and certifications to help you make the right choice. In the tech world, it’s common to see an array of “certifications” […]

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The Benefits of AI for Asset Management: Enterprise Reporting

Asset Management Firms and the Benefits of AI: Enterprise Reporting These days, data is an integral part of any successful business. This is especially true when it comes to asset management. Without access to the right data, an asset management firm will struggle to stay competitive. But in order to take full advantage of the […]

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AKA Sponsors 7th Annual Lunch for LifeWorks

Partnering with Non-Profits: AKA Sponsors 7th Annual Lunch for LifeWorks AKA Enterprise Solutions is proud to have the opportunity to work with a number of non-profit organizations. These engagements test our skills when it comes to designing IT solutions, but also give us the chance to work side by side with talented, dedicated non-profits to […]

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The Benefits of AI: Asset Management Firms and Trip Planning

How AI Can Help Your Asset Management Firm with Planning Trips As anyone working in asset management can tell you, data is extremely important. In order to stay competitive, you need reliable data that’s easily accessible. But, without the right technology, you won’t be able to take full advantage of the data that’s available to […]

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Amazon Web Services vs. Microsoft Azure: What Every CTO Needs to Know (Part 1)

Amazon Web Services vs. Microsoft Azure: 3 Things Every CTO Should Know I’m often asked why I opt to use Microsoft Azure rather than Amazon Web Services (AWS). According to the available data, Amazon is outperforming Microsoft in terms of market share, and the assumption is that this means AWS must be better. This sort […]

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6 Artificial Intelligence Strategies for Asset Management Firms

How to Integrate AI into Your Asset Management Firm with Dynamics 365 CRM As competition grows between asset management firms, it’s more important than ever to take advantage of every available opportunity when it comes to maximizing growth. And as many firms are finding out, technology can be their single greatest asset. At the end […]

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How to Create and Use Email Signatures in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to create email signatures in Microsoft Dynamics 365 for Sales.   "How do I create an email signature?" is a very common question from users, especially early on, and they are pretty simple to set up.   They are also […]

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How to Enable Business Process Flows in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to enable business process flows in Microsoft Dynamics 365 for Sales.   Business process flows are useful for standardizing how your team tackles particular tasks. Basically, they serve as guides for how to get things done.   For example, you […]

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How to Use Connections in Microsoft Dynamics 365 for Sales

  In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities.   Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable […]

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