An important licensing update, several user experience enhancements, and AI-driven forecasting capabilities round out the contents of Release Wave 1 for Dynamics 365 for Sales. As Microsoft begins to roll out Release Wave 1 updates to Dynamics 365 [...]
While it seems a bit obvious to talk about the benefits of credit review automation, there are still many banks that haven’t adequately invested in the right technology to support their credit teams. In many cases, systems exist that [...]
Is your sales team empowered with a best-fit customer relationship management (CRM) system? If they’re working without one, they’re unlikely to make intelligent sales decisions and build strong, profitable relationships —and if they’re still working from an outdated legacy [...]
Commercial lending operations are core to generating revenue for many community banks. Relationship officers are often at the helm of commercial operations as trusted advisors who design solutions to meet a client’s needs – but they need to do [...]
Built using Microsoft’s Power Platform, Virtual Loan Assistant™, is the first Power App to streamline the credit process for financial institutions. View on Business Wire TrellisPoint, a leading provider of Microsoft Dynamics 365 customer engagement solutions, announced a new product developed exclusively for the commercial banking industry. Available [...]
Like people, companies often have a natural aversion to change. After all, the stakes are high in today's rapidly evolving business landscape, with new technologies and trends creating new opportunities for businesses to succeed — or to fail. Particularly when [...]
While sleek websites and mobile apps with features like voice and facial recognition are typically at the forefront of digital transformation in the banking industry, we shouldn’t forget about the tangible benefits that CRM systems can provide to banks. While technology is evolving, many banks still lag behind [...]
LinkedIn is a no-brainer prospecting tool. With more than 645 million users in over 200 countries, it provides sales professionals with an easy-to-access, easy-to-search database to identify new leads, profile information and potential referral connections. Upon Microsoft’s purchase of [...]
Did you know you can build your own custom line of business applications to extend the capabilities of Microsoft Dynamics 365 solutions—including Dynamics 365 for Sales, Service, Field Service, Marketing, and Talent—without needing to know coding or to hire [...]
Microsoft Dynamics 365 for Field Service is transforming the way in which organizations manage their representatives in the field and, more importantly, offer customers a harmonious service experience from the initial inquiry to service completion. [...]