Category: Dynamics 365 Customer Engagement

Sales team in a meeting

How Can Sales and Marketing Work Together with Dynamics 365 Sales

The boundary between sales and marketing teams continues to blur in many organizations. And with good reason: close collaboration is critical to business success. When sales and marketing work together seamlessly, they create a unified strategy that drives customer engagement, improves lead quality, and ultimately boosts revenue. It’s no wonder that over 78 percent of…
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CRM Software Solutions Throwdown — Salesforce Versus Microsoft Dynamics 365 CE Features and Price

How to Improve Sales Performance with Dynamics 365 CRM

It is cutthroat out there. Across sectors, we are seeing tighter margins and increased competition. That means businesses must constantly seek innovative ways to enhance their sales processes, engage more effectively with customers, and, ultimately, drive growth. Dynamics 365 CRM is a comprehensive sales and customer management solution designed to meet these demands head-on. It…
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Sales people shaking hands

Use D365 Sales to Improve Customer Data and Reduce Errors

Good Data is Everything in Today’s Sales World The days of just winging it on important sales decisions are long gone. Expert insights will always have their place in decision-making. Still, time and time again, the value of high-quality customer data has proven to be the most reliable foundation on which sales teams should build…
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Sunless, Inc.

Sunless, Inc. Achieves Higher Profitability while Delivering Exceptional Customer Service with an End-to-End Microsoft Solution

Background Sunless, Inc. puts the consumers at the heart of everything they do to deliver healthier, better-looking skin. They use the highest quality ingredients and latest innovations to provide the most natural-looking color. Its founders created the original automated spray tan booth that continues to be the #1 booth on the market today. Its products…
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How Dynamics 365 CRM Transforms Seller Adoption (and Sales Results)

The initial hope for CRM (Customer Relationship Management) software was to revolutionize sales by automating processes, assisting sales professionals with prospect management, providing timely reminders for sales pursuits, and transforming a traditional Rolodex into an interactive, continuously updated tool. However, the reality of traditional CRM use has often not lived up to these expectations, with…
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City

City Facility Management Automates Processes to Better Serve Clients and Save Millions

Background City Facility Management is a global organization providing facility management services to clients as a one-stop-shop for proactive and reactive facilities-based initiatives. City manages everything from HVAC systems, freezers, lawn care, and much more for its clients – Wal-Mart being one of the largest. Velosio engaged with City when its incumbent Microsoft partner demonstrated…
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8 Reasons to Choose Microsoft Dynamics 365 CE Over the Competition

8 Reasons to Choose Microsoft Dynamics 365 CE Over the Competition

As a Microsoft partner, we’re often asked by prospective clients why they should consider Microsoft Dynamics 365 CE (short for Customer Engagement, and formerly CRM) over other leading competitors. There used to be a saying, “Nobody gets fired for choosing IBM” — a reference to the company’s early domination of the server market and reputation…
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2024 Release Wave 1 Highlights: Dynamics 365 Customer Insights

Dynamics 365 Customer Insights Unifies Marketing and Data for Enhanced Customer Experiences Dynamics 365 Marketing and Dynamics 365 Customer Insights are now available as a unified product known as Dynamics 365 Customer Insights. The separate applications will be rebranded as Dynamics 365 Customer Insights-Journeys and Dynamics 365 Customer Insights-Data. To help your business leverage the…
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2024 Release Wave 1 Highlights: Dynamics 365 Customer Service

As with other Dynamics 365 products, the new functionality announced by Microsoft for Dynamics 365 Customer Service in 2024 Release Wave 1 emphasizes artificial intelligence (AI). This includes infusing generative AI through Microsoft Copilot into customer, agent, and supervisor workflows. The technology will enable internal users and customers to submit prompts that generate suggestions and…
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