Tag: D365

In an era marked by digital transformation, NGOs (Non-Governmental Organizations) play a crucial role in addressing societal challenges. Managing staff, volunteers, grants, and events efficiently is paramount to their success. One technology that’s transforming NGO operations is the Dynamics 365 portal. In this blog, we will explore how a Dynamics 365 portal can connect these...

    What is Concurrency Control in Power Automate? Power Automate is a cloud-based service by Microsoft that allows users to streamline repetitive tasks, integrate systems, and trigger actions based on specific events or conditions. While Power Automate can do a lot, speed can become an issue if the task you’re trying to achieve is...

We use tools to improve productivity and reduce errors. For the sales team working on-field, low productivity or errors in finding the location means time and fuel wasted. Companies have recorded high costs adding up due to gas bills. The right tools can help you achieve better results and reduce costs. Here, we will talk...

The evolution of businesses has posed challenges for companies using legacy CPQ (Configure, Price, Quote) solutions to meet growing customer demands. In the contemporary CPQ landscape, customer-centricity calls for personalization, self-service capabilities, visual configuration tools, and seamless data synchronization. Legacy CPQ systems, however, often lack these vital features. Their rigidity and difficulty in customization require...

Companies constantly seek innovative solutions to streamline operations and enhance productivity in the ever-evolving manufacturing landscape. One such game-changing tool that has emerged recently is the Dynamics 365 portal. This versatile platform offers a holistic approach to staff management, vendor management, distributor management, and equipment management, connecting these vital elements to ensure the seamless functioning...

Non-profit organizations have ambitious goals that can only be achieved with the right combination of funds and people. But having the right combination is not enough. What pushes the combination into full gear is the right logistical management of these two. This is where technology comes in. With the increasing challenges faced by enterprise NGOs,...

In the ever-evolving world of customer relationship management, adaptability is key. For years, Microsoft Dynamics 365 users have relied heavily on email as their primary communication tool. CRM users are increasingly realizing that WhatsApp isn’t just a casual messaging app; it’s a powerful communication channel that can help you connect with new leads, nurture prospects,...

  It is the end of Summer and the nip in the air is hinting at orange oak leaves, Starbuck’s pumpkin spice, and Technical Annual Community Summits! If you are a tech enthusiast, it is back to school for you! This year’s Microsoft Power Platform Conference is in Las Vegas, Nevada at the MGM Grand...

Business Application Managers want to ensure smooth and efficient workflows for their sales teams. This involves selecting and managing sales automation tools to enhance their performance and close deals effectively. Sales technology aims to boost revenue, reduce costs, and enhance customer satisfaction. Configure Price Quote (CPQ) software is a customer-focused solution aiding sales and marketing...

Are your Flows running? How about your data syncs from ERP to CRM? Find out with our Automation Monitoring app. https://www.crmsoftwareblog.com/wp-content/uploads/MSP-Automation-Monitor.mp4 Transcript This is Steve Pestillo from P2 Automation. Here’s the third reason to sign up with a Managed Service Plan with our company, “Automation Monitoring”. Now with a company name like P2 Automation, you...