Did you know that ChatGPT is built into Microsoft Viva Sales and it’s already included in your Dynamics 365 Enterprise or Premium Subscription? In fact, Viva Sales is a companion integration for any Dynamics user! Now your sales team can quickly and easily respond to sales emails with AI-generated messages...
How to Create a CRM Migration Plan That Includes ERP Integration
What happens if you’ve successfully integrated your CRM with your ERP, but then for whatever reason decide to migrate your CRM to another system? An example of this would be a business that is using SYSPRO CRM and SYSPRO ERP but wants to migrate to Dynamics 365 CRM while maintaining...
What to Expect When You Migrate from SYSPRO CRM to Microsoft Dynamics 365
Are you looking to migrate from SYSPRO CRM to a best-of-breed full CRM system like Microsoft Dynamics 365? Be prepared to embrace Microsoft Dynamics 365 and have all your CRM pain points melt away. But, before you make this transition, we understand your team probably has a number of questions...
Four Reasons to Integrate Your CRM and ERP
Quickly and accurately predicting when you can deliver your product is critical to customer supply chains, and there is little room for stocking errors. But you can’t gather the necessary customer and inventory information from your CRM alone. This blog post will review why your CRM needs information from your...
How to Protect Your CRM From Data Loss and Corruption With OwnBackup
If you think your SaaS CRM provider is protecting your CRM data, you might be surprised to learn that you’re the one in charge. What are you doing to protect this valuable company data, including your customers’ personal information, deal values, and your entire history of correspondence? If the answer...
How to Integrate Mapping and Geospatial Data Into Your CRM With Maptaskr | Dominic Systems
What would you do if you could combine satellite and aerial data with your CRM data? Maptaskr users find that they can quickly identify opportunities near their sales leaders, efficiently plan sales trips, improve territory coverage, and optimize field service routes. When you integrate Maptaskr with your CRM, like Dynamics...
Discover How Powell Embraced Dynamics 365 As A Customizable CRM
Introduction to Powell Founded in 1964 and based in Saint Louis, Powell Solutions provides custom chemical manufacturing equipment to users across the entire globe. Specializing in Sodium Hypochlorite (NAOCI) production and Chlorine (CI2) processing equipment, Powell also offers services to chemical processors, toll blenders, distributors, contract packages, and end-users. Powell...
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...
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...