Featured Blogs
Top 5 New Features in Dynamics 365 for Customer Service
Top 5 New Features in Dynamics 365 Customer Service Over the past few weeks, many new updates were made available in Dynamics 365 Customer Service for Release Wave 1. We’ve picked a few that we think will have the biggest impact on your business to highlight in this...
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
D365- 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...
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
Saleslogix - 4 reasons to migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365 Are you considering migrating your outdated Infor CRM System (formerly known as Saleslogix) – but are unsure if it’s the right move to fit your business’s growth needs?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...
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...
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Latest News
Project Service Automation Update
Project Service Automation (PSA) Key Dates Although Microsoft will stop selling new Project Service Automation licenses on October 1, 2020, you have ample time to plan the transition to the new Project Operations app. For CSPs – PSA software will remain operational...
CRM Support Packages Now Available!
Dynamics 365 CRM Support Plans are Now Available! We've recently launched CRM Support Packagess offering that allows our Customers and other businesses using Dynamics 365 for Sales, Customer Service, Field Service along with custom Power Platform built application,...
Return to Work Safely with Microsoft’s Power App
Return to work plans began immediately after many states announced reopening in May, while other businesses have postponed return to work dates into 2021 while they establish COVID-19 safety protocols. To assist organizations with these initiatives, Microsoft has...
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...
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