Move Your old CRM System to Dynamics 365 on the Microsoft Cloud Part 2
CRM Migration: Part 2 In Part 1 we discussed the main components of a CRM migration including Data Model customizations, UI customizations, and the...
D365 CRM (5)
Creating Leads in Dynamics 365 Using Microsoft Flow
Tutorial: Creating Leads using Microsoft Flow Microsoft Flow is a tool that can create automated processes across many applications such as Twitter,...
CRM Migration: Part 1
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...
The Power of Auditing in Dynamics 365
In complex CRM systems, tracking down the source of record changes can be difficult. Workflows, plugins, business rules, and scripts can change field...
Dependent Option Sets Updated for Dynamics 365
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...
Getting Sales to use your CRM: What you need to know
How to Get Sales to use our CRM After implementing a CRM system, a sales manager realized that her team was not making much use of the tool. The data...
Enrich your CRM Data with Excel
Update Dynamics 365 for Sales data with Microsoft Excel Using Microsoft Dynamics 365 (CRM) you can easily update CRM records (Account, Contact, etc.)...
3 Marketing Automation Mistakes to Avoid
Three Marketing Automation Mistakes to Avoid CRM Marketing automation tools are all the rage these days. As organizations become more digitally...
TrellisPoint, Announces Microsoft Relationship Sales Partnership (MRS)
The TrellisPoint team is excited to announce that we are now a Microsoft Relationship Sales Partner. As a Microsoft Relationship Sales Partner we’re...
Calculating Upcoming Dates in Dynamics 365
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...