Dynamics 365

This summer Microsoft made huge strides as they took the lead in Sales Force Automation, according to the Forrester report released in June, The Forrester Wave™: Sales Force Automation Solutions, Q2 2017. Forrester’s rating is based on the latest Microsoft Dynamics 365 November release, all the new functionality and the way Microsoft unifies Dynamics 365 with additional products, such as Office...

There is a misconception that your CRM system is all about Customer Relationship Management. It used to be about understanding how you are interacting with your customer and how your customer is interacting with you. The CRM system today is about leveraging technology to preform “reconnaissance” on your customer. Using ALL of the data about your customers’...

What if I told you that inside the Dynamics 365 AppSource is a product that can unlock vast insights about the companies and customers that you do business with; a data source containing over 1 trillion "data attributes, including both on-line and offline behavioral data, social-graphic details, real-time event-based data, purchase interests, financial information, activities & skills, and demographics" called...

In a world where customer service response rates are expected to be not just fast, but immediate, how do expert providers continue to offer support and ensure high quality without breaking the bank?                   In the digital world we live in today, purpose-built portals are helping brands connect with their clients in real time, creating self-service that maximizes the efficiency of every...

In 2017, online self-service has become the most-used channel for providing customer support. And, since 2012, the number of online forums and communities specifically for customer service has increased exponentially. We believe this is due in large part to a rise in social, peer-to-peer brand advocacy and, most of all, trust. In a world where customer service response rates are expected...

If you or your company are thinking about Dynamics 365 for Financials (D365F), one of the first questions that you should be asking is about data migration. The ability to bring your existing data from your legacy system to Dynamics 365 for Financials is one of the most important parts of changing systems. Without it, companies would be looking at...

Microsoft Dynamics 365 for Operations (formerly Dynamics AX) has extensive ability to register time on production jobs through the Time Registration function. What is ‘Time Registration’? Users can register attendance and absences on production jobs. This allows companies to track employee labor costs from production activities. Supervisors can then go in and approve these registrations. Dynamics 365 for Operations also provides real...

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