If you have multiple silos of customer data—Excel spreadsheets, a marketing database, an e-commerce website, and an accounting system—it’s difficult to get a 360-degree view of customers. You spend endless hours trying to identify buying habits so you can target customer segments with specific messaging. Think about the time you spend in a day, a…
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…
Is your company ready for a state-of-the-art field service management solution? Dynamics 365 for Field Service can empower your technicians to function more efficiently. I’ve identified five signs that can help you realize it’s time to take the next steps with Connected Field Service. Before we analyze these signs further, we need to understand what…
Companies in all industries are ramping up tech investments to modernize operations, enable new ways of working, get ahead of competitors, and, of course, boost that bottom line. But, focusing on capabilities alone isn’t enough. If you want to be successful, you’ll need to build a platform that combines disparate data sources, unifies systems and…
The Microsoft ecosystem was designed for transformation. It’s flexible, adaptable, and easy to customize. It can be scaled up or down in response to demand fluctuations. You can add, remove, or replace modules and integrations based on real-time needs and changing requirements. But, let’s be clear: most of the benefits Microsoft has to offer don’t…
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…
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…
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…
With support from partner Velosio, MIS adopted Microsoft Dynamics 365 Field Service and Power BI. Now, the company has dramatically increased operational efficiency and productivity, reduced waste, accelerated order-to-cash time, and improved line of insight in the performance of the business.
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…
