How Financial Services Firms Can Achieve Hyperautomation Using the Power Platform

  Microsoft’s Power Platform provides financial services firms with the tools they need to increase productivity. It’s drag-and-drop low-code/no-code features let users create useful apps, automate business processes, and perform complex business analysis without complex or technical resources. Now, financial services firms are applying these same low-code/no-code capabilities to meet their large-scale, enterprise-wide goals. What…

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Boosting Sales with CPQ and Microsoft Dynamics CRM in the Age of Digital Transformation

CPQ solutions are indispensable tools for organizations dealing with complex product offerings. They empower sales teams to swiftly and accurately generate client quotations while minimizing revenue loss. By automating the creation of proposals and contracts, CPQ allows sales professionals to focus on finalizing deals and nurturing customer relationships. Amid ongoing digital transformation, CPQ tools have…

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How to Set Up a Basic Filter in Touchdown So You Can Target your Email Campaigns to the Appropriate Audience

Touchdown Filters are like Marketing Lists on Steroids. Easy to use, and they work with Power Apps as well. https://www.crmsoftwareblog.com/wp-content/uploads/Introduction-to-Filters.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to introduce you to something in Touchdown called Filters. And it’s not to be confused with the standard filters that you see…

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Maplytics: An Ultimate Tool for Scheduling, Tracking, and Managing Microsoft Dynamics Field Service!

  “What feels like an end is often the new beginning”- a smart woman Welcome or Welcome back enthusiasts to the last edition of our series, ‘Maplytics as a successful add-on to Microsoft Dynamics Field Service’. We are glad to have had your support through our previous chapters of- Microsoft Dynamics 365 Field Service: A Guide…

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3 Substantial Benefits of Migrating to a New CRM System 

In the highly competitive business arena, an effective CRM system becomes the bedrock of successful client relationships, ensuring customer loyalty and catalyzing growth.  Should you find your current CRM system less than satisfactory, misaligned with your fluctuating business demands, or underperforming, it might be the right time to consider migrating to a new platform. Learn…

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How to Integrate Microsoft SharePoint with Dynamics 365

Dynamics 365 and SharePoint are two powerful tools from Microsoft that work hand in hand to make your entire team more productive, keeping important information at the forefront and streamlining business processes. You might know that certain editions of Dynamics 365 have a native integration with SharePoint, enabling, for example, enhanced document management that allows…

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Microsoft Teams Phone Best Features

Microsoft Teams is a powerful collaboration platform that offers a wide range of features and capabilities to help organizations work more efficiently and effectively. Companies are using Teams to stay connected by having an easy-to-use business chatting and collaboration platform.  Microsoft Teams can bring co-workers, prospects, and customers together that are working remotely by using…

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Touchdown Marketing Suite Part 2 – Setting up Leads, Contacts, and Custom Entities

You can set up email campaigns in your CRM to Leads, Contacts, or any Custom Entity! It works with Power Apps too!! https://www.crmsoftwareblog.com/wp-content/uploads/Entities.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show you how to configure your Contacts, Leads, and other entities to work with Touchdown. Down here at…

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