Why Outsourcing D365 Support Makes Cents
We all know that CRM systems are a wonderful asset to your company’s operations. They help you stay connected to customers, streamline processes, and...
D365 Sales (4)
Microsoft Dynamics 365 vs. Salesforce
Salesforce and Microsoft Dynamics 365 are two of the market’s leading CRM solutions—and the two our team is most frequently asked about. We thought...
The Truth about Migrating from Salesforce
We’ve been in the CRM business since 2009 and have implemented Salesforce CRM for many customers. However, as our business grew and we continued to...
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...
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,...
3 Dynamics 365 Features Every Salesperson Should Know
The Top 3 D365 Features Every Salesperson Should Know Once the sales team is using Dynamics 365, trying to learn all the features can be...
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...