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…
Microsoft in its Dynamics 365 Wave 2 release 2020, first released preview of the new feature called Sales Accelerator under Sales Insight. Sales Accelerator, available only after activating Dynamics 365 Sales Insights license, provides a customized experience to sellers by minimizing their decision-making time in choosing the next best course of action. It helped sellers…
When a business invests in a Customer Relationship Management (CRM) solution like Microsoft Dynamics, it invests in the organization’s smooth running and efficiency. A well-maintained CRM will give everyone in the business, who needs access to customer data relating to just about any function, the right information at the right time. Conversely, a poorly…
Microsoft Dynamics 365 and Power Platform 2022 Release Wave 1 is here, and it brings new innovations that provide significant capabilities to transform your business. The Microsoft Dynamics 365 release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Supply Chain Insights, Human Resources, Commerce,…