If you have documents and attachments in Dynamics 365, you have probably realized Dynamics document management is not the best. Nonetheless, it is convenient to have the documents right there, where users need them. To get the best of both worlds, you used to have to pick multiple solutions. Fortunately, there is now an all-in-one…
“I would like to dedicate this hard-earned award to my family, my colleagues, my considerate clients, and the amazing features of Maplytics! Yes, winning the award for the Best Salesperson of the Year would not have been possible if Maplytics would not have made my on-field life easier by providing easy solutions to my everyday…
Let’s face it – there is always some kind of inaccuracies in Dynamics 365 CRM data due to human mistakes. It can be typos, spelling mistakes, entering data into the wrong fields, importing wrong data, and so on. Hard to believe? Then here are some interesting figures that reinforce this fact – 60 records are…
What can you do with all those attachments that end up in Dynamics? Our experts share their ideas. You can use Dynamics 365 for many things, and tracking communication with customers is one of them. Unfortunately, this will most likely lead to plenty of Dynamics 365 attachments taking up a substantial amount of…
Moving to the Microsoft cloud? Do a Pre-upgrade CRM Health Check. The CRM Cloud Upgrade team is here to help. We recommend a Pre-update CRM Health Check as a paid or “fee-waived” engagement for existing and new clients. Also, if we are online, you can reach us via online chat with a live person. www.CRMCloudUpgrade.com/health-check/…
Within the Microsoft Dynamics community, Scribe has been a popular tool for data integration projects for many years. Especially for connecting the Microsoft Dynamics ERP products with Microsoft Dynamics CRM. The big news is that Tibo Scribe Insight is deprecating, or discontinuing support, for their on-premises solution. And the brutal truth is that their new…
See how JourneyTEAM developers increased the efficiency and visibility of a truck rental company’s sales process using Dynamics 365 robust tools and integration capabilities One JourneyTEAM client, a truck rental company, has been supplying 4X4 commercial rental trucks since 1978. The company offers nationwide pickup and delivery, allowing companies from across industries to complete…
It’s time to ditch your Dynamics CRM VPN. Time for some spring clean-up. For most Microsoft Dynamics CRM users who are using an in-house server-based CRM, your IT team has had to set up extra steps to provide secure remote access to your CRM users. This added access is often in the form of a…
Microsoft Dynamics 365 Sales Enterprise and Salesforce both offer so much value, that choosing the best CRM for your business can be complex. There are tradeoffs to both products, and finding the one that best matches your business requirements is key to having overall satisfaction with your choice. Salesforce Email Setup and Ease of…
Modern CRM (Customer Relationship Management) solutions have become highly complex. That’s because they are designed by and for Fortune 500 companies and have lots of bells and whistles. Of course, that’s good news for Fortune 500 companies. But if yours is a small or mid-sized organization, you might wonder if anyone up there knows how…