Update Dynamics 365 for Sales data with Microsoft Excel Using Microsoft Dynamics 365 (CRM) you can easily update CRM records (Account, Contact, etc.) using Excel. Modifications can be made if the record being updated has not been modified between...
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Three Marketing Automation Mistakes to Avoid CRM Marketing automation tools are all the rage these days. As organizations become more digitally...
The TrellisPoint team is excited to announce that we are now a Microsoft Relationship Sales Partner. As a Microsoft Relationship Sales Partner we’re...
A good CRM is about more than just having a sleek system for your employees. It should be a tool used to increase customer satisfaction. Efforts to...
We’re excited to announce our new D365 Support Portal is live and available for TrellisPoint customers to use. To request access, contact us or email...
Ingram Micro Biz Apps Session Overview Are you thinking about how Power Apps could help your business achieve its growth objectives? Here is one...
Saleslogix – 4 reasons to migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365 Are you considering migrating your outdated Infor CRM System...
The Challenge After restructuring the company’s business management process, Maritz Travel leadership realized they had different CRM requirements...
The Challenge Like many organizations, LMI began with a basic on-premise CRM system. However, as the company grew, it struggled with utilization...
The Challenge Upon completing a restructuring of the company’s sales process, Welty found its outdated CRM configuration inadequate to support its...
