See what it looks like when you integrate key data from your ERP directly into Dynamics 365. In this e-book we will show you samples of fully integrated Dynamics 365 dashboards for.
Stop Chasing Customer Data: Three Methods for Integrating Your CRM With Your ERP
What will happen after the COVID-19 crisis? Learn three methods for integrating your CRM and ERP so you can synchronize customer and order information, streamline making sales and get the insights you need for customer success.
See How Lee Spring Optimized Their CRM for Highly Custom Manufactured Parts
Introduction to Lee SpringLee Spring is a manufacturer of stock and custom springs and has developed its company to serve countless different businesses and customers. Their sales and operations cover the globe in countries such as the United States, Mexico, China, India, Germany, and the United Kingdom. Lee Springs has...
What will happen after the COVID-19 crisis?
What will happen after the COVID-19 crisis? Right now, we are all (understandably!) focused on protecting our loved ones, fighting the spread of the virus, and dealing with the immediate fallout in our jobs, businesses, and communities. BUT when life starts to return to normal, what will this new “normal”...
Protect Yourself and Others During COVID-19
Yes… Protect Yourself and Others During COVID-19 Upon reflection of my last post, I wondered out loud what our “new normal” might look like after the COVID-19 crisis has passed. However, it occurred to me this week that I was getting way ahead of myself. We currently have a different...
What are My Mapping Options in Dynamics 365?
What are My Mapping Options in Dynamics 365? There are 3 general map options in Dynamics 365: Bing Map, Google Maps Standard, and Google Maps Premium. In this blog post, we will look at all pros and cons of each feature. Mapping Address 1, Address 2 or Custom Address Locations...
Managing Holiday Schedule In Dynamics 365 Section: Cases
Manage Holiday Schedule In Dynamics 365 with Functional CRM Consulting • Admin Level Needed: System Administrator • Pre-Requisites: Setup Holiday Calendar Seeking a functional CRM Consulting expert? We can help. In this blog, we will cover how to use Customer Service Schedules & Holiday Schedules with the Service Level Agreement....
Best Uses of Activities & Notes in CRM
Best Uses of Activities & Notes in CRM Activities & Notes – Flexibility Comes at a Price Dynamics 365 is an incredibly flexible solution providing users with many options but flexibility can come at a price. Sometimes less is more… Best Practices for Tracking Activities & Notes in Dynamics 365...
What’s New in Dynamics 365
Dynamics 365 in 2017 – What’s New? As of the December 2016 update for Dynamics 365 (online and on-premises), Dynamics CRM functionality is now included as a part of Dynamics 365, a suite of intelligent business applications. Now included are the new Dynamics apps for Sales, Customer Service, Field Service,...
“C”apture “R”elationships that “M”atter
Capture Relationships that Matter: Importance and Benefits of Customer Relationship Management It's a New Year and time for a new spin on CRM Capture Relationships that matter - Customer relationship management or CRM is a term used to discuss a company's strategies to help understand and address client’s needs. It...