Category: Microsoft Dynamics 365 News and Tips

Do each of your employees have their own calendar and Dynamics CRM task to create and maintain? If the answer is yes, then your employee’s productivity is being hampered by such repetitive chores. Employees also frequently discover after scheduling a meeting that some of their coworkers have other obligations. Alternatively, the participants may be absent...

Did you know? An average sales rep travels almost 2000 miles per month. Considering current gas prices, it leads to a huge amount for a company to pay for all the traveling that happens. As a company owner, you would want to reduce the cost as much as possible! You cannot control gas prices, but...

The pandemic brought not only economic downturns and slowdowns, but also radical changes in consumer behavior. This is especially true as it pertains to banking preferences. There have been revolutionary advances regarding digital banking, and the consumer’s need for excellent service has never been higher. This is largely due to the remote/digitally interactive way many...

Calendars are best for planning and managing the day; some like to pen it down in a daily planner, while some like to use an app. We all have used a calendar app in one way or the other. Organizations use it extensively to manage meetings and daily schedules. However, adding one more app when...

As a marketer, it’s your job to guide potential customers along a clearly defined and carefully mapped route. This journey starts at the point of discovery before taking them along a path that inspires and informs until they arrive at a destination where they decide to formalize their relationship and become a paying customer. What...

Having a CRM tool is the best thing you can do to keep the business goals on track. CRM software lets you optimize marketing strategies, increase workflow, improve customer data analysis, and more. There is so much one can do with CRM software. But, there is a way to do it. Here are a few...

Do you leverage data from multiple applications or services? If you haven’t already found a way to integrate the data between them, you should check out Microsoft Cloud Flows, which are part of Power Automate and part of the overall Power Platform. What are Cloud Flows? Cloud Flows allow power users to build workflows that...

One top goal of Microsoft is to empower business teams to improve communication and collaboration. Teams can do this with the use of powerful business technologies such as Dynamics 365, SharePoint, Microsoft 365, Power BI, and many more. Explore below how the implementation of various Microsoft Technologies can lead teams to more efficiently work together,...

The pharmaceutical industry is more layered and complex than meets the eye. It has to follow a bunch of rules and regulations in terms of patient data, medicines, and as a business itself. A pharmacy is, in a way, a store. And a store has to manage a number of things, from inventory, and staff,...

With the festive season kicking in, the energy, enthusiasm, and festive aura also pervades the workplace. December is a critical month, as many business owners struggle to find time for their business during the holiday season. There are many things to do in their books before the end of the year, but the working hours...