Author: congruentX In today’s intensely competitive business environment, managing customer relationships is more crucial than ever. Customers form the backbone of any organization, and maintaining strong relationships with them is vital for long-lasting success. A CRM system is an indispensable tool for this purpose, but merely having one in place is not enough. To achieve...
Author: Aloye Computer Enterprises LLC
Streamline Your Sales Process in 3 Easy Steps
Helping your sales team improve their efficiency is key to maintaining a competitive edge and continuing to drive revenue despite a volatile market. Improving communication, quoting quickly and accurately, and selling efficiently are important goals for sales leadership. In this article, we’ll highlight 3 easy steps you can take to make your team more agile...
How to send current technician location and arrival times to your customers with Dynamics CRM Field Service?
Provide your customers with automated service reminders and notifications that include estimated technician arrival times; these reminders make it so customers can better plan their time around service visits. Dynamics 365 mobile Field Service – Aha Apps With this functionality, you can: 1. Send customers automated service reminders and updates by email or text message....
How to Enable the Licenses (Preview) feature for a Power Platform Environment?
Micrsoft has introduced a new preview feature for the admins to provide an overview to see how different licenses are consumed and if there are environments that might require licensing attention. You can get answers to questions like: What types of licenses are being used to launch apps? How many users are actively consuming Power...
Healthcare Company Integrates Legacy Systems with Microsoft Dynamics CRM using SSIS Integration Toolkit
Many organizations have long-standing legacy software systems. In some cases, upgrading to a newer version or a newer product makes sense, but migrating your business data from the legacy system to the new one can be a challenge. Or perhaps implementing a new solution isn’t feasible, but you’re left with disparate systems that need to...
What is the use of resource pay types in Dynamics CRM Field Service?
Resource pay types can be used to track your company’s costs associated with a resource booking. When the status of a resource booking record is set to “complete,” the system generates booking journal records, according to the time that a field agent spent performing the work. The system can create one booking journal record for...
How CRM Mapping Tool Helps Businesses
Managing an on-field sales team is an uphill battle. Maintaining communication and connection with outdoor teams is not a walk in the park.. Lack of guidance and assistance directly impacts the productivity and quality of work of on-field employees. Businesses do know that tools can help them overcome these challenges. But finding the right tool...
Transform Your Sales Team with the right Data Visualization tools within Microsoft Dynamics 365 CRM!
Several businesses limit themselves by using data visualization apps only to create sales reports and digitalize leaderboards, but a lot more can be achieved with the right data visualization apps! You can fasten the sales process, close more deals and transform your sales teams to be more profitable! In this post, we will take a...
What is the use of auto geocoding for address?
Geocoding is associating latitude and longitude with an address. It allows dispatchers to locate work orders more effectively than providing only an address. Dynamics CRM Field Service needs the latitude and longitude values for service account records to estimate travel times when scheduling a work order to a resource. With the Auto Geo Code addresses...
A key component in any D365 sales enablement/BI/B2B2C strategy
If you’re using Dynamics 365 Sales, you’re also hopefully using a CPQ (configure, price, quote) solution therein (single sign-on, ideally, like this CPQ for Dynamics). More importantly, you are using that CPQ solution to do a whole lot more than simply create and send sales proposals. Because what you may have thought of as simple...
