Businesses revolve around Sales. That is why Leads are precious because only a fraction of them are converted into sales. And one of the challenges that organizations face in lead conversion is responding quickly to newly generated leads. 41% of business organizations feel that following up with leads quickly is a challenge. But only 25%…
> Problem: ORBIS SE’s customers wanted their permissions synchronized when integrating Dynamics 365 with SharePoint, in their workflows > Solution: CB Dynamics 365 to SharePoint Permissions Replicator > Provider: Connecting Software > Customer: ORBIS SE, which helps SMEs and international corporations to digitalize their business processes. “For a full solution of permission replication, we always…
Changes to UI are always fun. From the user experience perspective, they are challenging and somehow scary. I love a new app designer! It’s easy to use, it’s smart, and very user-friendly. However, today I need a new designer to make sure I’ve got all forms required added to my app. In the old designer…
Here is why your CRM system isn’t working for your business as you thought it would. We’ve seen it a few times. Okay… we’ve actually seen it a LOT of times. Companies, both small and large, stretch their budgets to invest in a CRM system for their business. They research heavily and select a CRM…
Architecture, engineering, and construction (AEC) firms have to field things from all directions. Seller/doers are responsible for finding and winning new business. Accounting is tasked to keep cash flowing. No matter your role in your firm, AEC Software will play a part in completing your job successfully. Most AEC software solutions are capable of supporting…
All businesses revolve around Sales. But Sales start with Marketing. It is through Marketing that leads are generated which are diligently pursued by sales reps and then converted into Sales. So, there is no doubt that Sales and Marketing are interdependent on each other. This is why more than 85% of sales and marketing leaders…
Non-profits battle with obstacles like any other industry…obstacles like budgets, resources, and time. The difference is that a non-profit’s mission is to help others, so this can be devastating. While non-profit technology solutions can help, it’s often too expensive or complicated for most to consider. Luckily, connected technologies make advancing your non-profit easier than ever…
As you may be aware, Microsoft is sunsetting Dynamics 365 on premise in favor of Dynamics 365 cloud. If you are currently on premise and not yet in the process of migrating to the cloud, here is a good article to help get you started. As part of the transition, one important component that you…
Today’s tip is from Amey “Anything But Code” Holden. You can drop your priceless tip into our tipping jar too, thank you very much! I (Amey, not me – t.j.) often see users struggle with the confusing behaviour of lookups in model-driven apps. Typical sketch from an average week of consulting with model-driven apps looks…
Still on Dynamics CRM on-premise? You’ve been missing these 4 things. Power Apps, Power Automate, and Dataverse access is included free with Dynamics 365 Sales Enterprise Tighter Integration with Outlook 365 and Exchange Online (which works GREAT) Optimized UI and UX for browser and mobile Embedded Dynamics 365 in Microsoft Teams and Embedded Microsoft Teams…