The future of customer service is self-service, and businesses that have realized this will come out on top. The days when customers had to call or email companies to have their complaints heard and followed up are long gone. Nowadays, businesses have smartened up: they have started looking for customer service solutions that equip their...
Author: Aloye Computer Enterprises LLC
Resources Available to Train and Continuously Support Your Dynamics 365 CE (CRM) Users
Effectively supporting and consistently training users of your Microsoft Dynamics 365 CRM application can make the difference between a thriving implementation and a failed one. Regardless of how impressive your Dynamics 365 application may be, inadequate user adoption renders it useless. This article discusses the resources and tools at your disposal to ensure ongoing support...
Maximize Your Field Presence With Dynamics 365 Map
For many businesses, field service or presence makes or breaks the business. Their business includes in-person interaction with the client. Managing field presence is the toughest job. You have to be a magician to know what’s happening outside while sitting in the office. Challenges arise when you don’t know how to improve your field presence....
Unleash the Power of Using External Storage for Your Dynamics 365 Attachments
Do you still have your Microsoft Dynamics 365 attachments inside Dynamics? Given the Dynamics 365 storage pricing and the performance effects of keeping it that way, is it time to go for external storage? The Challenge of Storing Attachments in Dynamics 365 Storing attachments in Dynamics 365 is very convenient, but, as I’m sure you are...
How to Setup Multiple Subscription-based pricing models in Microsoft Dynamics 365 CRM!
Organizations across the world have started adopting subscription-based pricing models because they come with several advantages, which include better revenue prediction, better customer retention, consistent customer feedback, lower customer acquisition costs, and increased flexibility. Jack works as a salesperson at Briton Tech, an IT solutions firm. They transitioned to a subscription-based pricing model and...
RevOps Strategic Approach to Align Sales, Marketing and Customer Success
Author: congruentX Revenue Operations (RevOps) is a strategic approach to aligning sales, marketing, and customer success teams to optimize revenue growth. RevOps is a relatively new concept that has gained popularity in recent years as businesses have come to realize the importance of aligning their revenue-generating functions to achieve their growth objectives. Bringing Together Teams...
Integrate Dynamics 365 Marketing with All Your Marketing Platforms
Enterprise software developers would be delighted if an entire organization standardized on just their technology stack. However, each company is unique, and so are its processes. Rarely can one vendor provide for every need you have. Additionally, software solutions are often acquired over time, meaning that the best solution available at the time might not...
Improve Your Sales Process with Dynamics 365 Sales AI
As a business owner, you are always looking for ways to improve your sales process and increase revenue. With the introduction of Dynamics 365 Sales AI, you now have access to cutting-edge technology that can help you achieve your goals. Dynamics 365 Sales AI is a powerful tool that uses artificial intelligence to help you...
Dynamics 365 CRM for Shipbuilding Industry: Streamlining Operations and Boosting Efficiency
A 150-year-old marine transportation company in the United States partners with Zelite on Dynamics 365 CRM Cloud Migration Services. About Client The client is one of the oldest and largest marine towing and transportation companies in the United States. For over 150 years they are engaged in ship docking, general harbor towing, coastal towing, and...
Limitations of Dynamics 365 Portal
For the past few years, portals have been steadily coming into vogue. There are many reasons for this, including, but not limited to, durability, its ability to expand as you take on more users, and its wide array of features. Even though it’s been around a hot minute, you may not know what a portal...
