Community Summit NA is the most comprehensive training and education event available for Microsoft business applications, including AI, Dynamics, Dynamics 365, Power Platform, and so much more! This outstanding and eagerly anticipated yearly event brings together a lively community of Microsoft Dynamics users, enthusiasts, and experts under one roof. Community Summitt is designed by Dynamics…
Ever wondered how cool it would be to see your customer data pop up on a map? Imagine having a bird’s-eye view of where all your clients are. Well, guess what? That’s totally possible, and many businesses, just like yours, have been curious about how to do it. MappyField 365 is the answer to all…
When it comes to commercial lending, closing loans is the most important thing, right? Not necessarily. There’s a difference between the traditional lending process and a method that streamlines the lending experience and turns borrowers into satisfied and loyal customers. The Commercial Lending Experience Borrowers are motivated because they need the money for their projects.…
AI has captured widespread attention, and for good reason. As this technology continues to evolve, its applications span various domains, encompassing fields like science, art, and notably, financial services. AI essentially mirrors human decision-making by ingesting vast datasets and applying algorithms to derive sound decisions based on historical outcomes. These algorithms are refined through continuous…
The automotive industry is hurtling through a transformative era driven by the fusion of technology and innovation. In this whirlwind of change, staying ahead of the curve has become a critical factor for success. One of the key tools shaping the industry’s future is the Dynamics 365 Portal, an ingenious solution by Microsoft that has…
The usage of visualization tools in CRM systems has been steadily increasing over the years. Organizations recognize the value of visualizing processes and realize that such tools can help individuals gain insights, improve decision-making, and enhance CRM user experience. Microsoft understands the importance of visualization. And hence, they have from time to time, brought…
Efficient booking systems play a pivotal role in ensuring streamlined operations and enhanced customer experiences. With its seamless integration into Dynamics 365 CRM, Microsoft Bookings has been a front-runner, offering businesses a robust solution to manage appointments, services, and customer engagements. However, as diverse as business needs can be, there arises a need to explore…
Our Managed Service Plans for Dynamics 365 and Power Apps include access to our exclusive Learning Center Videos and How To’s. https://www.crmsoftwareblog.com/wp-content/uploads/MSP-Learning-Center.mp4 Transcript This is Steve Pestillo from P2 Automation. In this short video series, I’m going to show you all the benefits our customers get by joining a Managed Service Plan with our company.…
The global subscription and billing management market is booming, with a projected growth from USD 4.0 billion in 2020 to USD 7.8 billion by 2025, at a 14.0% annual growth rate. This is fuelled by the increasing popularity of subscription business models, the rising need for reducing subscriber churn and improving customer retention, and…
Unlocking the full potential of Dynamics 365 often entails seamless integration with other systems and applications. This is where the roles of connectors, namely a Dynamics 365 connector, and integration platforms, become pivotal. What is an Integration Platform? An integration platform offers a more versatile software environment for creating custom integrations between any two…