Category: Dynamics 365 Customer Engagement

illustration of Colored arrows- Dynamics 365 2022 Release Wave 2

Dynamics 365 Customer Engagement: What’s Next?

In October, Microsoft announced the Dynamics 365 Customer Engagement (CE) 2022 Release Wave 2 enhancements that will be available between October 2022 and March 2023. To give you a preview of the improvements and an idea of which new functions might help your business, Bill Kinahan, a Senior Solutions Architect for Velosio, presented Dynamics 365…
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Power BI & Dynamics 365

Power BI and Microsoft Dynamics 365 CE — the Dynamic Duo You Need to Meet

We often tout the advantages of being part of the Microsoft family — specifically the ability to leverage complementary products that boost functionality and add real value. In this case, the value is in combining actionable data from multiple applications into useful reports and dashboards. These reports and dashboards enable your marketing, sales, and customer…
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Balancing Resource Allocation: How VPs Can Ensure Fairness

10 Mistakes to Avoid When Moving from Other CRM Solutions to Microsoft Dynamics 365 CE

There are many good reasons to move from another CRM solution to Microsoft Dynamics 365 Customer Engagement (we outline eight of them in this article). Whatever your reasons are to begin data integration, it makes sense to research the process before you begin to ensure you’ve thought of everything. It’s been said that intelligent people learn from other…
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Dynamics 365 Customer Voice

Ditch the Crystal Ball: Truly Understand What Your Customers Think

To truly understand what your customers think, it’s time to “ditch the crystal ball” trying to find the answers on your own. Instead, give your customers a “voice” so they can tell you themselves. That’s the only way to know for sure how they feel about your products and services and to determine the needs…
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Top 5 Reasons Why Microsoft Dynamics 365 CE Is an Ideal Replacement for your CRM System

Top 5 Reasons Why Microsoft Dynamics 365 CE Is an Ideal Replacement for your CRM System

Since this article caught your eye, likely you’re already considering a replacement for your CRM solution. (If you’re still evaluating the available CRM options, check out this article, 8 Reasons to Choose Microsoft Dynamics 365 CE Over the Competition.) If you’re a current HubSpot or Oracle CRM user contemplating a move, you’re not alone. Companies across…
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CRM Vendors Header crm magic quadrant

Microsoft Dynamics 365 CRM Crests Forrester’s List of Top CRM Suites

Research giant Forrester just published a new review of leading CRM applications, The Forrester Wave™: CRM Suites. It’s a detailed, 31-point comparison of nine providers Forrester says “matter most,” and Microsoft Dynamics 365 CRM lands at the top (with some company). Here are the highlights of the study mixed in with a bit of our…
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Positive customer experience- recession proof distributor

Recession Proof Your Business – How Technology Can Help You Take Control

Keeping customers loyal by consistently providing the best possible customer experience is, by far, the best insulation against business downturns during a fiscal recession. Learn how to become a recession proof distributor. Put another way, making yourself the kind of supplier customers really appreciate, like doing business with, and find real value in, is the…
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Risk Of On Prem

The Risk of On-Premises Solutions for Businesses with Small IT Teams

If you rely on a small team to manage and support on-premises IT solutions, you’re facing a double-edged sword. All it takes is for one or two key people to leave the company or a mission-critical application server to go down to bring business to a halt. A painful real-life example of this is a…
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