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 Dynamics 365 [...]
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 that [...]
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 needs – but they need to do [...]
Built using Microsoft’s Power Platform, Virtual Loan Assistant™, is the first Power App to streamline the credit process for financial institutions. View on Business Wire TrellisPoint, a leading provider of Microsoft Dynamics 365 customer engagement solutions, announced a new product developed exclusively for the commercial banking industry. Available [...]
Like people, companies often have a natural aversion to change. After all, the stakes are high in today's rapidly evolving business landscape, with new technologies and trends creating new opportunities for businesses to succeed — or to fail. Particularly when [...]
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 CRM systems can provide to banks. While technology is evolving, many banks still lag behind [...]
Microsoft Flow is a tool that can create automated processes across many applications such as Twitter, SharePoint, Outlook and Dynamics 365. It can help automate processes in ways not possible before in previous versions of CRM. All of this can [...]
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 entry. It is possible to extend the advantage of option sets in Dynamics 365 [...]
So, you have adopted the integration between Dynamics 365 (CRM) and Outlook. Using Appointments in CRM is a great way to create meetings that sync effortlessly to your Outlook. However there is a catch in CRM that if you [...]
With the release of the Dynamics 365 October service update comes an exciting new capability called Virtual Entities. Virtual entities allow for read-only, no-code integration to other systems right within Dynamics 365 for Sales. Grids, sub-grids, forms, lookups, advanced-find [...]