The Five Most Important Takeaways For CRM Adoption
CRM Software Blog
by CongruentX
14h ago
Having a CRM tool is the best thing you can do to keep the business goals on track. CRM software lets you optimize marketing strategies, increase workflow, improve customer data analysis, and more. There is so much one can do with CRM software. But, there is a way to do it. Here are a few points to keep in mind when mulling CRM adoption for business. Begin Slowly Executive teams might waste an excessive amount of time attempting to deliver the perfect solution that will make all CRM users happy at the start. This is not the case. This is not a task that can be completed o ..read more
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Edit the Command Bar in Model-Driven Apps
CRM Software Blog
by Beringer Technology Group
14h ago
    Until recently, Power Platform model-driven app developers were at the mercy of third-party tools, such as the popular Ribbon Workbench, to modify the command bar.  Microsoft has since provided developers with the ability to make certain changes to the command bar as part of the Power Apps base functionality.  We can select which command bar to edit (main grid, main form, etc.), the order in which the buttons appear, which app the command bar modifications should be included in, and even the actions we want to take with a custom-built button. Accessing the command ..read more
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How Michigan State University Conquered Document Management and Storage Costs
CRM Software Blog
by Connecting Software
14h ago
Massive public universities like Michigan State University (MSU) juggle a constant challenge: streamlining operations while maintaining a large number of documents. But when it came to document management, MSU faced even more significant hurdles: an outdated SharePoint system and potential skyrocketing storage fees on their new CRM platform, Salesforce. Their saving grace? Getting all those documents to a new SharePoint using a powerful tool called Document Extractor. This innovative software seamlessly integrated with both SharePoint and Salesforce, allowing MSU to: Slash storage costs: Docu ..read more
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Addressing Low Engagement on Dynamics 365
CRM Software Blog
by VisualSP
2d ago
When it comes to getting a team to use Dynamics 365, many companies find that their employees aren't fully engaged with Dynamics 365. It could be because the system feels too complicated or overwhelming for them. Sometimes, they're just not sure how it benefits them, or they haven't had enough training to use it effectively. These issues can hold back the company's productivity and success. So, it's crucial to tackle them head-on and make sure everyone understands the value of using Dynamics 365.  Common Reasons for Low Dynamics 365 Engagement  Employees may struggle to engage with D ..read more
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Spring Renewal: Revitalizing Stale Leads with Dynamics 365 Insights
CRM Software Blog
by Brian Begley, enCloud9 LLC
3d ago
  In sales and marketing, we often say, “Out with the old, in with the new.” But what about those old leads that haven’t become customers yet? With spring coming around and everything feeling fresh and new, it’s the perfect time to take another look at those forgotten opportunities and give them a boost. By using Dynamics 365Sales Insights, businesses can dig up valuable insights to get those stale leads interested again. Understanding Dormant Leads Before delving into strategies for re-engagement, it’s crucial to understand why leads go dormant in the first place. There could be variou ..read more
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Dynamics 365 2024 release wave 1 from Microsoft
CRM Software Blog
by Beringer Technology Group
6d ago
    It's that time again...Microsoft released the Dynamics 365 2024 Release Wave 1 Plan and there are so many updates, it's a lot to process. Let's dive in! Spoiler alert! - the Production deployment for Microsoft Dynamics 365 2024 release wave 1 updates begins on 4/1/24 and continues through September 2024. Highlights of this release wave include: Dynamics 365 Sales Sales folks, rejoice! Dynamics 365 Sales, the king of sales apps, just got even better. It's all about knowing your customers like BFFs, closing deals faster than ever, and saving you tons of time. This new update gives ..read more
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Alerts4Dynamics Webinar: Take Control of Alerts & Notifications within your Dynamics 365 CRM!
CRM Software Blog
by Inogic
6d ago
Imagine you're drowning in Dynamics 365 CRM, switching between tasks like crazy (we've all been there!). A hot new lead pops up, but it gets lost in the email inbox. Or worse, you miss a crucial update on a major opportunity. Yikes! Wouldn't it be amazing if your CRM gave you a heads-up about these critical things? Many businesses using Dynamics 365 still rely on clunky email for important updates.  And let's face it, the built-in notification system might not cut it for everything. This can lead to delays, misunderstandings, and ultimately, lost sales. That's where Inogic's alerts manage ..read more
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Dynamics 365: A Guide to Architecture, Implementation, and User Adoption
CRM Software Blog
by Western Computer
1w ago
Dynamics 365 Solution Architect Kayla Rohde was featured on a recent episode of the Digestible Dynamics Podcast. This episode offers actionable advice for leveraging Dynamics 365 to its fullest potential. Dynamics 365 stands out for its intuitive design, ease of configuration, and rapid deployment capabilities. Despite these strengths, achieving maximum effectiveness often requires tailoring the system to match unique business processes and workflows. Success with Dynamics 365 involves recognizing and addressing these challenges effectively, ensuring the platform not only fits the organization ..read more
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Model-Driven Power Apps and Main Form Dialog
CRM Software Blog
by Beringer Technology Group
1w ago
      Model-Driven Apps are sophisticated software tools used by organizations to manage data and optimize their business processes efficiently. One of the standout features of Model-Driven Apps is the "Main Form Dialog." In this article, we'll explore the advantages of the main form dialog, focusing on its ability to improve user experience, productivity, and data management. What is the Main Form Dialog? The main form dialog is essentially a window that appears on the primary form of a data record. This window allows users to create new records or edit existing ones without th ..read more
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Analyze and Clean Dynamics 365 Data with Power Automate and Data Quality App
CRM Software Blog
by Techdio
1w ago
In the digital age, the quality of your data can significantly impact your business operations, especially when using complex platforms like Dynamics 365, where users from all over your organization are entering and modifying data. Keeping your data quality high ensures that decision-makers have access to reliable information, leading to more effective strategies and operational efficiencies. However, with vast amounts of data flowing into your systems, keeping this data clean and accurate poses a substantial challenge. Duplicate records, incorrect entries, and outdated information can make ac ..read more
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