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The Truth about Migrating from Salesforce

The Truth about Migrating from Salesforce

by TrellisPoint Marketing | Jul 16, 2020 | CRM Migration, Dynamics 365 Products

The Truth about Migrating from Salesforce 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 support customers using Salesforce,...
Maximizing Sales: Top 3 Benefits of Integrating LinkedIn with Microsoft Dynamics CRM

Maximizing Sales: Top 3 Benefits of Integrating LinkedIn with Microsoft Dynamics CRM

by TrellisPoint Marketing | Sep 20, 2019 | D365 Sales

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,...
Creating Leads in Dynamics 365 Using Microsoft Flow

Creating Leads in Dynamics 365 Using Microsoft Flow

by TrellisPoint Marketing | Aug 11, 2018 | Dynamics 365 Products, Technical Help

Tutorial: Creating Leads using Microsoft Flow Creating Leads in Dynamics 365 Using Microsoft Flow 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...

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