Featured Blogs
Release Wave 1 for Microsoft Dynamics 365 Sales Users
What's New in D365 Release Wave 1 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...
5 Benefits of Credit Review Automation
5 Benefits of Credit Review Automation 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...
5 Reasons Your Salespeople Need Dynamics 365
5 Reasons your Salespeople Need Dynamics 365 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...
Optimizing the Commercial Lending Process for Community Banks
Optimizing the Commercial Lending Process for Banks 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...
4 Reasons to Migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365
4 reasons to migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365 Are you considering migrating your outdated Infor CRM System (formerly known as Saleslogix) – but are unsure if it’s the right move to fit your business’s growth needs?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...
How CRM Systems Can Benefit Commercial Banks
How CRM Systems Can Benefit Commercial Banks 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...
Maximizing Sales: Top 3 Benefits of Integrating LinkedIn with Microsoft Dynamics CRM
Maximizing Sales: Top 3 Benefits of Integrating LinkedIn with Microsoft Dynamics 365 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...
Build PowerApps for Dynamics 365 without Coding Expertise
Build PowerApps for Dynamics 365 without Coding Expertise 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...
Thank you for visiting!
Our content is designed for Business Decision Makers and IT Professionals. If you’re looking for additional information about CRM or Microsoft Dynamics 365, we probably have something that suits your needs. Please send us a message using the contact form and tell us what you’re looking for!
Case Studies
Latest News
TrellisPoint’s App for Commercial Lenders
Built using Microsoft’s Power Platform, Virtual Loan Assistant™, is the first Power App to streamline the credit process for financial institutions. TrellisPoint, a leading provider of Microsoft Dynamics 365 customer engagement solutions, announced a new product...
Learn More
Read blogs, articles, and case studies about Dynamics 365 CRM technology
Contact Us
Call us directly at 1-888-719-0248 or request we contact you.