Architecture, engineering, and construction (AEC) firms have to field things from all directions. Seller/doers are responsible for finding and winning new business. Accounting is tasked to keep cash flowing. No matter your role in your firm, AEC Software will play a part in completing your job successfully. Most AEC software solutions are capable of supporting...

All businesses revolve around Sales. But Sales start with Marketing. It is through Marketing that leads are generated which are diligently pursued by sales reps and then converted into Sales. So, there is no doubt that Sales and Marketing are interdependent on each other. This is why more than 85% of sales and marketing leaders...

Non-profits battle with obstacles like any other industry…obstacles like budgets, resources, and time. The difference is that a non-profit’s mission is to help others, so this can be devastating. While non-profit technology solutions can help, it’s often too expensive or complicated for most to consider. Luckily, connected technologies make advancing your non-profit easier than ever...

As you may be aware, Microsoft is sunsetting Dynamics 365 on premise in favor of Dynamics 365 cloud.  If you are currently on premise and not yet in the process of migrating to the cloud, here is a good article to help get you started. As part of the transition, one important component that you...

Today’s tip is from Amey “Anything But Code” Holden. You can drop your priceless tip into our tipping jar too, thank you very much! I (Amey, not me – t.j.) often see users struggle with the confusing behaviour of lookups in model-driven apps. Typical sketch from an average week of consulting with model-driven apps looks...

Still on Dynamics CRM on-premise? You’ve been missing these 4 things. Power Apps, Power Automate, and Dataverse access is included free with Dynamics 365 Sales Enterprise Tighter Integration with Outlook 365 and Exchange Online (which works GREAT) Optimized UI and UX for browser and mobile Embedded Dynamics 365 in Microsoft Teams and Embedded Microsoft Teams...

Bring Together Transactional, Behavioral, and Demographic Data to One Platform Dynamics 365 Customer Insights is Microsoft’s customer data platform (CDP) that helps deliver personalized customer experiences and is a leading performer in tracking customer data. The platform’s capabilities provide insights into who your customers are and how they engage with your platform. Unify customer data...

The world of CRM has grown and evolved dramatically since the early days of contact management systems and sales force automation. It has had to keep up with the way we want to work. Some of our treasured legacy systems no longer do what we need them to do, no matter how much we coddle...

Technology has ushered in the digital transformation which has vastly improved the efficiency, productivity, and business processes of organizations. But even today, certain areas have become pain points for Microsoft Dynamics 365 CRM users and one of them is – exporting data manually from CRM. It was found in a regular survey that employees spent...

Ever wondered why we understand charts and graphs better than written texts? It is just because our brains are programmed to process visuals rather than written text or numbers. And this can be easily proven with the following facts and figures: 90% of the information transmitted to the brain is visual 13 milliseconds is the...