Are you considering migrating your outdated Infor CRM System (formerly known as Saleslogix) – but are unsure if it’s the right move to fit your business’s growth needs? Or perhaps you’re noticing the red flags in your current system, [...]
Microsoft Flow is a tool that can create automated processes across many applications such as Twitter, SharePoint, Outlook and Dynamics 365. It can help automate processes in ways not possible before in previous versions of CRM. All of this can [...]
Have you ever needed to quickly get your hands on Dynamics 365 CRM online data? Whether it be for reporting, SQL query writing with advanced joins, troubleshooting or just curiosity about tables and fields behind the scenes, sometimes you just [...]
Once the sales team is using Dynamics 365, trying to learn all the features can be overwhelming. Taking time to learn a few key features can result in significant productivity increases. Here are three time-saving Dynamics 365 features every salesperson [...]
In Part 1 we discussed the main components of a CRM migration including Data Model customizations, UI customizations, and the Data Migration itself. The data migration can be the most difficult part of a CRM platform migration, sometimes by [...]
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 show that you value your customers go a long way to retain [...]
In complex CRM systems, tracking down the source of record changes can be difficult. Workflows, plugins, business rules, and scripts can change field values without user intervention. I was recently troubleshooting a Dynamics 365 form which always displayed the "unsaved [...]
Option sets in CRM are an easy way to ensure clean data. Limiting end user choices tends to streamline business processes and ensure uniform data entry. It is possible to extend the advantage of option sets in Dynamics 365 [...]
Lead utilization is perhaps one of the most misunderstood aspects of a CRM system. Many organizations choose to ignore them completely, opting instead to use only Accounts or Contact records. While these records are certainly effective themselves, you gain [...]
Having an up to date CRM system is part of the foundation of a growing business. It allows an organization to grow and adapt to changes in their customers and industry. Businesses with an outdated system can feel irreversibly [...]