Category: CRM & Customer Engagement

Going Beyond Basic Configuration with Resco Mobile

Learn More About Going Beyond Basic Configuration with Resco Mobile

Resco is a Microsoft partner that offers a mobile app that works with Microsoft Dynamics 365 Customer Engagement. The mobile app is used as the Field Service Mobile app delivered with Dynamics 365 for Field Service and can also be used as an add-on mobile app for other D365 business applications like D365 for Sales.…
Dynamics 365 Auditing: Better Leverage Your CRM Data with These 3 Steps

Learn More About Dynamics 365 Auditing: Better Leverage Your CRM Data with These 3 Steps

Do you want to better leverage data that is generated within Dynamics 365 Customer Insights? Actionable Audit can help. Actionable Audit is a free tool built by Microsoft Labs available in AppSource. The tool runs based on the auditing settings set up via Dynamics 365 Customer Insights administration. To set up auditing in Dynamics 365…
CRM for Greenhouse Growers: Who are your Customers?

Learn More About CRM for Greenhouse Growers: Who are your Customers?

Do you know who your customers are? If you’re like most growers, you struggle capturing contact information for your prospects and customers. You don’t feel as if you have a complete picture of your customer relationships and how they are affecting your overall success. Rather than using a CRM, many greenhouse growers manage customer touch…
AI and CRM: How Artificial Intelligence Makes CRM Work for Salespeople

Learn More About AI and CRM: How Artificial Intelligence Makes CRM Work for Salespeople

CRM systems are sold to executives and sales leadership with promises of data security, greater visibility, more efficient sales processes, higher customer responsiveness, improved pipeline management, and more accurate forecasting. Realizing these outcomes, however, require effective user adoption. Industry analysts generally estimate CRM project failure rates to be between 30% and 70% and user adoption…
Power BI with Dynamics 365 for Sales: Custom URL Linking and Advanced Drill-Back to CRM Records

Learn More About Power BI with Dynamics 365 for Sales: Custom URL Linking and Advanced Drill-Back to CRM Records

Technology is evolving and transforming all functions of the organizational ecosystem, and it is imperative businesses execute a plan to implement systems, platforms, and analytics that are resilient and scalable. Microsoft Dynamics 365 (“D365”) Apps, including embedded intelligence and machine learning, are only a few solutions that are having a dramatic and positive impact on…