The Problem Perhaps you have noticed a new feature in Dynamics 365 CRM that has works like this – you create a new record – say an account. You fill in the important data, and as you try to save your record, you get a tool bar message and a pop-up message letting you know...
Tag: Tips
Top 5 Features in Dynamics 365 Sales: Maximize Productivity
Optimizing your sales process is essential for staying competitive, and Microsoft Dynamics 365 Sales offers powerful tools to enhance efficiency, collaboration, and decision-making. From AI-driven insights to seamless mobile access and real-time analytics, these features help sales teams work smarter, not harder. Read More: Top 5 Features to Enhance Your Dynamics 365 Sales Environment Here...
Using CRM Data to Identify High-Intent Leads in The Awareness Stage
Not every lead that enters your CRM is ready to buy. The awareness stage is when potential customers first interact with your brand, but some leads demonstrate stronger intent than others. Identifying high-intent leads early helps businesses focus on the prospects most likely to convert—saving time and improving sales efficiency. By leveraging their CRM and...
The Value of Out-of-the-Box Microsoft Office Integration in Dynamics 365 for Sales
Want to Learn More About CRM? Click Here! How big a selling point is it? The most important consideration when deciding whether to invest in CRM (and which CRM to invest in) is the return value of that investment. Flashy features and slick user interfaces are all well and good, but ultimately the question...
Azure Maps, Canvas Apps, Smarter Territories & More with the All-New Maps in Dynamics 365!
“Avengers, Assemble… Your CRM Maps Are About to Get Supercharged!” Just like Iron Man constantly upgrading his suits or Spider-Man getting an advanced Stark-tech upgrade, Maplytics is levelling up, and you get an exclusive first look before the official release in March 2025! No Infinity Stones are required, just register to power up your CRM...
Master Microsoft Dynamics 365 CE: The Power of Knowledge Centralization & User Adoption Webinar
Master Microsoft Dynamics 365 CE: The Power of Knowledge Centralization & User Adoption Webinar Wednesday, April 2 | 12:30 PM EDT REGISTER FOR THE WEBINAR Join us for a live webinar as we discuss the challenges of rolling out our upgrading Microsoft Dynamics 365 CE, emphasizing the importance of knowledge centralization and user adoption. We...
The Migration Blueprint: Redefining Success with Microsoft CRM Solutions
Migrating to a new CRM platform is often like navigating a complex maze. However, the recent webinar on “The Migration Blueprint: Redefining Success with Microsoft CRM Solutions” shed light on how businesses can streamline this transition, minimize disruption, and maximize returns. Hosted by congruentX and Microsoft experts, the session provided valuable insights into leveraging Microsoft...
3 Ways to View Opportunities in Dynamics 365 Sales
Managing your sales pipeline effectively in Microsoft Dynamics 365 Sales is key to driving revenue. But did you know there are three different ways to view opportunities in Dynamics 365? Each view provides a unique perspective, helping sales teams track progress, prioritize deals, and stay organized. In our latest video, we explore the 3 different...
How Does Microsoft Dynamics 365 Improve the Productivity Compared to Salesforce?
Microsoft Dynamics 365 and Salesforce CRM are among the most preferred customer relationship management (CRM) software solutions. With a broad range of offerings, the two enable businesses to manage marketing, sales, and customer service effectively. If you’re thinking of opting for Microsoft Dynamics 365 CRM for your business but have a dilemma about whether it...
Simplifying Data Management: Seamless Integration of Dynamics 365 CRM with Azure Blob Storage
Tired of Clunky File Management? If you’ve ever felt frustrated trying to manage files in Dynamics 365 CRM, you’re not alone. Shuffling through documents, running into storage limits, and trying to share files across teams can turn into a real headache. But what if managing your data didn’t have to be this complicated? That’s exactly...