Category: News

  Zelite partners with a Canadian logistics company to deliver a competitive edge with mobile and an integrated Dynamics 365 CRM /ERP hosted in a private cloud About Client The client is focused on third-party logistics (3PL) sales and replenishment of Fast- Moving Consumer Goods (FMCG), catering specifically to Convenience Store and Gas Station customers...

Microsoft Dynamics 365 Field Service is a Field Service Management software that streamlines field service operations and provides advanced automation and tracking functionality. Let’s walk through some key features of this robust solution. Automated Preventive Maintenance: Move to a proactive service model through Predictive Maintenance and Corrective Maintenance that combines monitoring and predictive maintenance with IoT...

Welcome to the future of CRM! In today’s competitive business landscape, customer relationship management (CRM) plays a crucial role in driving growth and satisfaction. However, simply having a CRM system in place is no longer enough. To truly excel, you need a solution that goes above and beyond—introducing Microsoft Dynamics 365 Copilot. In this blog...

  As a sales manager, your day is filled with a whirlwind of activities, from strategizing and planning to executing and analyzing sales initiatives. You rely on powerful tools and technologies to effectively manage your sales team and achieve optimal results. One such tool that has gained significant popularity among sales professionals is Microsoft Dynamics...

Watch us build a professional Price Quotation directly from CRMPlus365/Dynamics 365 using DocumentsCorePack. https://www.crmsoftwareblog.com/wp-content/uploads/Price-Quotations.mp4 Transcript This is Steve Pestillo from P2 Automation, and welcome to the last video in our miniseries on how we use DocumentsCorePack. This last document is a simple Price Quotation. It says Price Quotation on the top, there’s a quote number,...

Yes, dear reader, it is. We saw a case study recently about a technology services company that by adding a leading CPQ to their CRM. We won’t go into too much detail as the CRM in question was not Dynamics, but… imagine if it were… Don’t get us wrong: there is so much Dynamics 365...

  Are you struggling with outdated on-premises solutions that hamper client service by being difficult to update, lacking integration capabilities, and failing to meet your customers’ evolving needs? The key to successful asset management lies in client service — specifically, in responsiveness to customer requirements. We recognize the crucial role of providing exceptional customer service...

Every sales representative knows that the longer it takes to get a final quote in a prospective buyer’s hand, the more likely the deal won’t close. However, with good reason, a deep discount or a change in contract language will need approval before reaching the customer. Getting that approval can often be a bottleneck that...

Microsoft Power Apps Maker Portal has released a new Home Page for Makers. Click on the below Microsoft Power Apps Maker Portal Preview link to navigate to the Maker Portal. https://make.preview.powerapps.com/ Power Apps Maker Portal will be displayed with the new refreshed look. Click on the Start with data. You can select an option to...

  Websites come in many different shapes and sizes.  They can run on a variety of platforms and use several different coding languages.  Despite these differences, all clients want the same the same result from their websites … deliver an easy way to capture and track their website leads in their CRM system. This seems...