Category: Microsoft Dynamics 365 News and Tips

But Dynamics 365 users have a better option. If you integrate a calendar plugin with the CRM, you will get all the features within the CRM itself; you don’t have to manage the calendar as an extra tool. The major benefit of this plugin is that it simplifies appointment scheduling. We have listed a few...

Territory Management helps team members get a sense of team cohesion, morale, and increased sales when sales organizations are organized by territory. Improved customer service and higher sales numbers are the results of territories being strategically aligned. Dividing sales by territory and region also provides a logical way to control management responsibilities. Another important advantage...

Location data is helpful to businesses in some or the other way. Especially if you have an on field sales team or deal with transportation/logistics, your entire business depends on location data. There is a lot that you can do with location data, from improving customer experience to boosting sales numbers.  This idea leads to...

Power Automate (formerly known as flow) is a low-code automation tool that lives in Microsoft’s Power Platform. You can essentially break a “flow” down into 3 parts: Triggers, Actions, & Connections. Triggers Triggers are what get your flow running. There are 3 basic ways this can happen, and this is often used to define what kind...

Dynamics 365 Field Service is a business solution that equips your mobile workers with the resources they need to resolve customer concerns on the spot. Its schedule board, organizational algorithms, and workflow automation assist firms in optimizing worker productivity when delivering service to customers. With multiple entities benefiting from the schedule board, the management team...

Microsoft is known for its powerful data management systems and tools. Microsoft Dynamics 365 connects all your data from various processes and business teams for optimum efficiency.  Power BI is Microsoft’s reporting solution that can organize your data, and create actionable reports. When connecting the two, business leaders are able to view the data analytics...

Hi, come meet Tim. Tim is the Accounting wizard at the Family owned business, Zenith Tech. While settling the accounts for the month he was flabbergasted by some astonishing expenses. One of them was the amount spent on fuel by the company’s field reps. Post the untoward global situation of two years, Tim had attended...

Negative experiences with your current Customer Relationship Management (CRM) system may have led you to the decision to replace it with a modern solution. Or maybe you never had one in place before but you feel that now is the time to implement one. Whatever your reasons, the next logical step is seeking professional help...

The holiday season means decorations, gifts, and lots of fun and celebration. But what makes it perfect is the DIY activities we do and how everything gets personalized; from gifts to decorations to activities. So, how about before we sign off to our festivities by decorating our Microsoft Dynamics 365 CRM in a way we...

By JC Quintanta I have been thinking a lot about “CRM” as I prepare to release the seventh (and surely not last) revision of my book Speaking Frankly About Customer Relationship Management. You have probably read many definitions for the term “customer relationship management” or CRM, including some of the following: “Customer relationship management (CRM) is...