Topic: Business Productivity

Health Insurance Brokerage

Health Insurance Brokerage Achieves 60% Faster Year-End Close

Background A rapidly growing health insurance brokerage was increasingly hampered by their outdated Microsoft Dynamics GP system. The system’s reliance on multiple logins, third-party workarounds, and manual processes led to inefficiencies and inaccuracies in data management. When the brokerage sought an upgrade, their existing Microsoft partner proposed Dynamics 365 Business Central as a solution. However,…
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The Benefits of Agile Supply Chain Management

Top 10 Benefits of an Agile Supply Chain

Heraclitus, a Greek philosopher, is quoted as saying “change is the only constant in life.” Although Heraclitus was kicking it in ancient Greece around 500 B.C., this saying still rings true today – especially when it comes to the change to which a supply chain must adapt. Change in customer demand. Change in materials and…
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Two Sales People Giving Eachother Fist Bumps

Integrating LinkedIn Sales Navigator with Dynamics 365 Sales

In today’s competitive business landscape, sales professionals are constantly seeking innovative ways to gain a competitive edge and drive revenue growth. One powerful strategy that has emerged in recent years is the integration of social selling techniques with traditional CRM platforms. By leveraging the wealth of data and networking opportunities available on platforms like LinkedIn,…
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Sales woman smiling and creating a sales order on her laptop.

A Step-by-Step Guide to Streamlining Sales Orders in Dynamics 365 Sales

In the fast-paced world of sales, efficiency and accuracy are paramount. Dynamics 365 Sales offers a robust platform for managing sales orders, streamlining processes, and delivering exceptional customer experiences. Whether you’re a seasoned sales professional or new to the platform, mastering the creation of sales orders in Dynamics 365 Sales is key to maximizing your…
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Illustration of No-Code, Low-Code Platform

Power Apps and Copilot Overview — Low Code, No Code, Smart Code

Recently, Microsoft began introducing its generative AI tool, Copilot, into each of the Microsoft Power Platform’s components, and we’re breaking down each introduction in this series of Copilot for Power Platform posts. Microsoft Power Apps is a suite of low-code and no-code development tools that allows you to create custom business applications and automate workflows.…
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Using Microsoft Copilot for Sales in Outlook

Copilot for Sales (formerly Sales Copilot) in Microsoft Outlook is a not-to-miss tool. This application streamlines workflows and introduces advanced features that boost productivity and efficiency within your inbox. Whether you’re navigating Outlook on the web or the desktop application, Copilot for Sales delivers a consistent, feature-rich experience designed specifically for sales teams who also…
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Laptop computer displaying icons of Microsoft Power Platform

Improving Productivity with Microsoft Power Platform

Big picture, the Power Platform enhances org-wide productivity by streamlining data management, improving data accessibility, and facilitating collaboration. But its benefits cut in many directions. Power Platform solutions help professional developers work faster. It also enables their non-technical colleagues to become more self-reliant. Both groups can use the Power Platform to automate tasks, solve customer…
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Customer Engagement and Sales Acceleration with D365 CE

Where Dynamics 365 Finance & Operations tackles, well, finance and operations, Dynamics 365 Customer Engagement, or D365 CE, extends the core platform – bringing that same data-driven precision and baked-in AI to all “people-centric” parts of the business. D365 CE is a collection of interoperable data management and CRM apps used to manage customer relationships,…
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