Moving to the Microsoft cloud? Do a Pre-upgrade CRM Health Check. The CRM Cloud Upgrade team is here to help. We recommend a Pre-update CRM Health Check as a paid or “fee-waived” engagement for existing and new clients. Also, if we are online, you can reach us via online chat with a live person. www.CRMCloudUpgrade.com/health-check/...
Tag: Power Apps
The Best Replacement for Scribe Insight for Microsoft Dynamics 365 Data Integration
Within the Microsoft Dynamics community, Scribe has been a popular tool for data integration projects for many years. Especially for connecting the Microsoft Dynamics ERP products with Microsoft Dynamics CRM. The big news is that Tibo Scribe Insight is deprecating, or discontinuing support, for their on-premises solution. And the brutal truth is that their new...
Extending and Improving the Sales Process with Dynamics 365
See how JourneyTEAM developers increased the efficiency and visibility of a truck rental company’s sales process using Dynamics 365 robust tools and integration capabilities One JourneyTEAM client, a truck rental company, has been supplying 4X4 commercial rental trucks since 1978. The company offers nationwide pickup and delivery, allowing companies from across industries to complete...
It’s time to ditch your Dynamics CRM VPN
It’s time to ditch your Dynamics CRM VPN. Time for some spring clean-up. For most Microsoft Dynamics CRM users who are using an in-house server-based CRM, your IT team has had to set up extra steps to provide secure remote access to your CRM users. This added access is often in the form of a...
Dynamics 365 versus Salesforce: Email Activities
Microsoft Dynamics 365 Sales Enterprise and Salesforce both offer so much value, that choosing the best CRM for your business can be complex. There are tradeoffs to both products, and finding the one that best matches your business requirements is key to having overall satisfaction with your choice. Salesforce Email Setup and Ease of...
Get a CRM System Designed for Your Small Business
Modern CRM (Customer Relationship Management) solutions have become highly complex. That’s because they are designed by and for Fortune 500 companies and have lots of bells and whistles. Of course, that’s good news for Fortune 500 companies. But if yours is a small or mid-sized organization, you might wonder if anyone up there knows how...
Sales Accelerator in Dynamics 365 CRM – Lets explore what it is!
Microsoft in its Dynamics 365 Wave 2 release 2020, first released preview of the new feature called Sales Accelerator under Sales Insight. Sales Accelerator, available only after activating Dynamics 365 Sales Insights license, provides a customized experience to sellers by minimizing their decision-making time in choosing the next best course of action. It helped sellers...
Keeping Your CRM Up-To-Date and Healthy
When a business invests in a Customer Relationship Management (CRM) solution like Microsoft Dynamics, it invests in the organization’s smooth running and efficiency. A well-maintained CRM will give everyone in the business, who needs access to customer data relating to just about any function, the right information at the right time. Conversely, a poorly...
Microsoft Dynamics 365 2022: Wave 1 Release
Microsoft Dynamics 365 and Power Platform 2022 Release Wave 1 is here, and it brings new innovations that provide significant capabilities to transform your business. The Microsoft Dynamics 365 release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Supply Chain Insights, Human Resources, Commerce,...
Tips to Maximize the First 100 Days of CRM Adoption
The first 100 days of a CRM implementation are the most crucial to set yourself up for success. Forming good habits and promoting user adoption right from the start is much easier than allowing disuse, workarounds, and negativity to take root and then trying to counteract it later. In this article, I’m going to share...