Here is what Chris and Stephan, two close friends, were discussing over a cup of coffee on a Friday night. They both have the position of Sales VP in two distinct businesses. Chris seemed to be enjoying every sip of the coffee. Stephan, on the other hand, is still on the phone with work. Chris…
The SSIS Integration Toolkit for Microsoft Dynamics 365 provides flexibility, versatility, and ease of use. Large and small companies with simple or complex projects use our tools to complete their ETL projects in record time. One of our Authorized Implementation Partners, CRMPlus+, used this SSIS Integration Toolkit to achieve the goals of their client, a…
This a season of joyous celebrations, holidays, spending good time with family and friends, and time to reflect on accomplishments and make plans for the New Year. We would like to thank and appreciate all of our clients and partners for a successful partnership in 2022 and look forward to connecting and working more closely in…
But Dynamics 365 users have a better option. If you integrate a calendar plugin with the CRM, you will get all the features within the CRM itself; you don’t have to manage the calendar as an extra tool. The major benefit of this plugin is that it simplifies appointment scheduling. We have listed a few…
Territory Management helps team members get a sense of team cohesion, morale, and increased sales when sales organizations are organized by territory. Improved customer service and higher sales numbers are the results of territories being strategically aligned. Dividing sales by territory and region also provides a logical way to control management responsibilities. Another important advantage…
Location data is helpful to businesses in some or the other way. Especially if you have an on field sales team or deal with transportation/logistics, your entire business depends on location data. There is a lot that you can do with location data, from improving customer experience to boosting sales numbers. This idea leads to…
Power Automate (formerly known as flow) is a low-code automation tool that lives in Microsoft’s Power Platform. You can essentially break a “flow” down into 3 parts: Triggers, Actions, & Connections. Triggers Triggers are what get your flow running. There are 3 basic ways this can happen, and this is often used to define what kind…
Dynamics 365 Field Service is a business solution that equips your mobile workers with the resources they need to resolve customer concerns on the spot. Its schedule board, organizational algorithms, and workflow automation assist firms in optimizing worker productivity when delivering service to customers. With multiple entities benefiting from the schedule board, the management team…
Microsoft is known for its powerful data management systems and tools. Microsoft Dynamics 365 connects all your data from various processes and business teams for optimum efficiency. Power BI is Microsoft’s reporting solution that can organize your data, and create actionable reports. When connecting the two, business leaders are able to view the data analytics…
Hi, come meet Tim. Tim is the Accounting wizard at the Family owned business, Zenith Tech. While settling the accounts for the month he was flabbergasted by some astonishing expenses. One of them was the amount spent on fuel by the company’s field reps. Post the untoward global situation of two years, Tim had attended…