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...
D365 Sales (5)
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...
SalesLogix Migration: What you Need to Know.
Saleslogix – 4 reasons to migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365 Are you considering migrating your outdated Infor CRM System...
Litigation Management Inc Dynamics 365 Case Study
The Challenge Like many organizations, LMI began with a basic on-premise CRM system. However, as the company grew, it struggled with utilization...
Case Study | Construction
The Challenge Upon completing a restructuring of the company’s sales process, Welty found its outdated CRM configuration inadequate to support its...