Attach2Dynamics: Save Storage by Migrating Email/Attachments to Cloud from within Microsoft Dynamics 365 CRM

John, a sales manager at Norton PVT LTD, uses Microsoft Dynamics 365 CRM to keep track of client communication and manage email attachments/documents. As his business scaled, he exceeded the file storage capacity in Microsoft Dynamics 365 CRM due to all the attachments and documents. Extending Microsoft Dynamics 365 CRM storage space can be costly,…

Dynamics 365 CRM On-Premise or Cloud: Which is the Best?

When installing a CRM solution, deciding between cloud and on-premise implementation is the most important preliminary task. Have you been wondering which deployment is best for your company? While some CRM systems can only function in the cloud, Microsoft Dynamics 365 CRM allows you to deploy it on-premises or online. Microsoft Dynamics 365 CRM on-premise…

How do CRM and RevOps work together?

Author: congruentX As businesses grow, managing customer relationships becomes increasingly complex. Keeping track of sales leads, customer interactions, and marketing campaigns can be overwhelming. This is where Customer Relationship Management (CRM) software comes in. CRM software allows businesses to organize and manage customer data in one place, providing a unified view of customer interactions across…

How to Choose the Right Subscription-Based Pricing Model for Your Product or Service

More and more businesses are seeing the value of marketing their products and services through a subscription-based pricing model. There are many benefits. The buyer always has access to the newest version of a product, and the seller has a steady stream of revenue. However, the seller’s choice of subscription model will have a large…

How a Dynamics 365 Portal can Prove to be Transformational for your Business

While running a business, you must come to terms with the fact that not all customer experiences will be excellent. Some may be unsatisfactory – but just how much does a singular unfavorable experience cost your business? Research tells us that people are prepared to pay $1,506 to cancel deals beforehand because of an isolated…