Helping companies get Customer Relationship Management right!

Author: JC Quintana Just using the term “your CRM” sends chills down my spine. You have a love-hate relationship with what was supposed to be your strategy for managing customer relationships but has become the name of your sales, marketing, and support technology. Regardless of your feelings towards the term, I want you to consider that…

Machining Company Manages Surging Growth with Dynamics 365 BC and Sales

Founded in 1979 and based in San Diego, CA, V&P Scientific’s mission has been engineering innovative research equipment, including OEM (Original Equipment Manufacturer) and private manufacturing products. V&P Scientific specializes in machining and 3D printing tools for scientific research. Today, V&P Scientific manufactures nearly 2,100 products at its 8,000-square-foot facility. Learn how they are managing…

Enhance Field Productivity with new features in Auto Scheduling, Mobile UI, Route Tracking, and more with Maplytics Jan 2023 Release!

“The key to success is to keep going!”, said a wise woman once and Team Maplytics has followed this motto for steady and continuous progress. Maplytics January 2023 Release is out now and it is a display of enhancements to look out for! Intrigued? Let us see what is up with this interesting exhibit! Auto-Scheduling…

4 Common Subscription-Based Pricing Models and their Benefits

Subscription-based pricing is nothing new. Subscriptions have existed since the 1600s when newspapers and other periodicals began to be published. However, with the rise of technology and Software as a Service (SaaS), subscriptions have become ever more popular, since they offer advantages both for customers (predictable expense and freedom of choice) and sellers (stable recurring…

General Overview of Dynamics 365 Views

Get a basic understanding on how to use Views in Dynamics 365 and Power Apps to look at your data in a list view. https://www.crmsoftwareblog.com/wp-content/uploads/General-Overview-of-Views.mp4 Transcript This is Steve Pestillo from P2 Automation. This is the first video in a short miniseries where we’re going to cover Views in Dynamics 365 and PowerApps. A View…

Mind Map Visualization of Complex Family Structures, Trust Fund Beneficiaries & Entities within Microsoft Dynamics 365 CRM!

Businesses around the globe are increasingly adopting visualization tools to easily understand and make sense of massive amounts of data and represent it as actionable insights to stakeholders and business owners. Let’s look at how data visualization tools used in conjunction with Microsoft Dynamics 365 CRM can boost business productivity in the wealth management industry. Consider the case of…