Tag: Power Apps

Connecting Mailchimp with your CRM is a powerful way to align your marketing and sales efforts and a widely adopted outbound marketing approach for businesses globally! By consolidating insights into a single view, sales teams can quickly access crucial marketing data—like which leads or contacts have interacted with campaigns (such as opens, clicks, and more)—directly...

A Comprehensive Approach: Embracing AGILE Methodology for CRM Implementation Success Our Purely CRM, within Endeavour Solutions (100+ consultants across Canada) is dedicated to the AGILE methodology, guiding clients to achieve successful CRM implementation with Microsoft Dynamics 365. Our collaborative, AGILE approach continually pushes the boundaries of modern technology and creative design, delivering outcomes that align...

While flying to sunny San Antonio, Texas to attend the Microsoft Dynamics Community Summit 2024, I began thinking about which sessions to attend over the next 3 days. I was anxious to hear what topics would be focused on, and what new features Microsoft was rolling out in the next release wave with Dynamics CE/CRM...

Prioritizing the right leads and opportunities is essential for driving sales growth. With the integration of AI scoring in Dynamics 365, sales teams can now make smarter, data-driven decisions. AI scoring uses artificial intelligence and machine learning to help teams focus on the leads that are most likely to convert, improving productivity and overall sales...

Inogic’s Kanban Board for Dynamics 365 CRM has introduced two new features that significantly improve productivity and workflow efficiency: Open Record in a New Window and Row Grouping on Business Process Flow (BPF). These enhancements help users manage tasks more effectively, streamline processes, and stay organized in a fast-paced CRM environment. Open Record in a...

  Maintaining clean and accurate data is essential for businesses that want to thrive in today’s competitive environment. When data is cluttered with duplicates or outdated entries, it can lead to inefficiencies, poor decision-making, and even financial losses. For teams that operate in multiple languages, the challenges of keeping data clean are even greater—communication gaps...

  Today, businesses often use a variety of apps to manage their daily operations—tools for accounting, customer relationship management, marketing, industry-specific solutions, and more. While these specialized apps help run different parts of the business efficiently, they also create a significant challenge: data silos. Each app collects its own data, which means that crucial information...

    In the digital age, where data flows incessantly and storage space is a precious commodity, the humble recycle bin stands as a silent guardian of our files. Often overlooked, this feature plays a crucial role in managing our digital lives, offering a safety net for our mistakes and a second chance for our...

Boo! Spooky! Witchy! Ghostly! Halloween is creeping up, and it’s time to plan a hauntingly good time! For Halloween 2024, Maplytics is taking the celebrations to another level with a party inspired by its own mapping features. Think of it as a costume party where each Maplytics feature shows up dressed as a beloved Halloween...

Many organizations make avoidable mistakes in the early stages of CRM software selection. These can lead to long-term challenges and negatively impact the future success of a business. Whether dealing with an outdated CRM system that struggles with scalability or one that doesn’t fully meet user needs, it’s crucial to approach the decision with care...