fbpx

Microsoft Dynamics 365

How Charities and Advocacy providers can use Dynamics 365 to streamline their operations?   Introduction For charities, advocacy providers, carers and residential homes, data and the safe and easy management of it is critically important. If information and contact data is not managed properly, and, for instance, spread across multiple spreadsheets and...

Dynamics 365 is a set of intelligent business applications from Microsoft that helps you run your entire business and deliver greater results through predictive, AI-driven insights. Moreover, Dynamics 365 unifies your Customer Relationship Management (CRM) and Enterprise Relationship Planning (ERP) using a range of purpose-built apps.Each...

The New Face of Microsoft Dynamics "It's all to do with the training: you can do a lot if you're properly trained" That is a quote from Queen Elizabeth II, and probably most people would agree with the sentiment of the statement. Firstly, what is "training" -...

"It's all to do with the training: you can do a lot if you're properly trained" That is a quote from Queen Elizabeth II, and probably most people would agree with the sentiment of the statement. Firstly, what is "training" - one definition from Wikipedia says...

Is SaaS the way to go? Most businesses have implemented a CRM system at some time, but if this was a few years ago, maybe 2017 is the time to look at changing it. Over the years, technology advances have changed the functionality of CRM systems...

Improving sales best practice and getting the most out of your Sales processes With a few small changes to the Microsoft Dynamics CRM system, it can be configured to give you real insight into the sales team’s pipeline and sales effectiveness. A typical pipeline chart looks like...

Managing prospects and interest in Real-Time eMarketing techniques such as email campaigns are used to raise awareness and nurture prospects until they declare their interest by filling in a website form or as an inbound telephone call. However not many prospects do this.   More subtle declarations of...

Linking to your Dynamics 365 CRM system, there are 3 main Survey Solutions that we work with: Voice of the Customer – the free add-in that comes with Dynamics 365 Power Survey Plus from Power Objects - for $2 per user ClickDimensions surveys – part of the ClickDimensions package In this blog...