Manufacturing companies have their own unique perspective on the best value that a CRM system can provide. Even (or especially) in these days of COVID-19, accurately predicting demand for each product takes on a different importance ...
They say, “what’s in a name”? Well, a lot actually! If you are a parent, you will know how agonizing it can be to give your new baby the right name. You can’t give them something they’ll be made fun of… or will offend anyone… or has ...
Many of you by now will be aware that Dynamics 365 Unified Interface (UI) is not only here, it will be everywhere by October 2020. At that time, all Dynamics 365 CE (Customer Engagement) subscribers will be automatically upgraded to ...
In my last post, I wondered out loud what our “new normal” might look like after the COVID-19 Crisis has passed. However, it occurred to me this week that I was getting way ahead of myself. We currently have a different “new normal” to ...
Right now, we are all (understandably!) focused on protecting our loved ones, fighting the spread of the virus, and dealing with the immediate fallout in our jobs, businesses, and communities. BUT when life starts to return to normal, ...
Admin Level Needed: System Administrator Pre-Requisites: Setup Holiday Calendar In this blog, we will cover how to use Customer Service Schedules & Holiday Schedules with the Service Level Agreement. Avoid having your service ...
What are My Mapping Options in Dynamics 365? There are 3 general map options in Dynamics 365: Bing Map, Google Maps Standard, and Google Maps Premium. In this blog post, we will look at all pros and cons of each feature. Mapping ...
“C”apture “R”elationships that “M”atter It’s a New Year and time for a new spin on CRM! Customer relationship management or CRM is a term used to discuss company’s strategies to help understand and address client’s needs. It is a ...
Dynamics 365 – What’s New? As of the December 2016 update for Dynamics 365 (online and on-premises), Dynamics CRM functionality is now included as a part of Dynamics 365, a suite of intelligent business applications. Now included are ...
Activities & Notes – Flexibility Comes at a Price Dynamics 365 is an incredibly flexible solution providing users with many options but flexibility can come at a price. Sometimes less is more… Best Practices for ...
