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,…
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…
Microsoft Dynamics 365 Field Service is a powerful Field Service Management solution designed to transform field service operations. Part of Microsoft’s composable cloud-based Dynamics platform, D365 Field Service blends cutting-edge tech like AI, AR, and the IoT with FSM staples such as scheduling, resource management, and inventory control. The idea is, users have everything they…
Invest in Microsoft Dynamics 365 CE as your CRM solution for long-term technology, integrated capabilities & a robust feature set. As a Microsoft Gold certified 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. It’s a valid question,…
In an age where accuracy, efficiency, and customer expectations are everything, field service orgs can’t afford to put off critical FSM investments any longer. The right field service management platform serves as the backbone for all operations. It streamlines workflows, maximizes resource utilization, and takes service experiences to new heights. Our go-to FSM recommendation is…
Navigating Microsoft’s suite of AI tools can feel like deciphering a complex family tree — especially surrounding two cousins on that tree: Microsoft Copilot for Sales vs Copilot in Dynamics 365 Sales. While their names and functionalities suggest a shared lineage, these are distinct applications designed for different purposes. In this post, we’re cutting through…
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,…
According to the Flexera 2020 State of the Cloud Report, enterprises are continuing to invest in multiple cloud platforms, with 93% of the 750 respondents implementing either a multi-cloud or hybrid cloud strategy. And due to the global pandemic, more than 50% of a subset of 187 survey respondents report actual cloud usage as higher…
ServiceMax and Dynamics 365 Field Service are both powerful field service management (FSM) platforms, designed to be leveraged within a composable, cloud-based ecosystem. While they do serve slightly different target markets, there’s a decent amount of overlap between D365 Field Service and ServiceMax re: end-to-end service management, use cases, and customization options. Look beneath the…
Now available to the public, Microsoft Copilot for Sales and Microsoft Copilot for Service combine the strength of Microsoft Copilot for Microsoft 365 with role-specific insights and actions, simplifying business operations, automating repetitive tasks, and unleashing creativity. Both solutions offer the flexibility to integrate seamlessly with existing contact center and CRM systems, including Salesforce and…
