When multiple projects are underway and being overseen by various teams, it’s important to check in with employee performance and see how things are progressing.

Topics: Power BI, Microsoft, Dynamics 365, employee engagement, PowerApps

If you want to strike fear in the heart of any business owner at the start of 2022, you need only say two words: supply chain. Nearly every business has experienced a shortage in supplies or an overstocking error in the past eighteen months, and shipping delays continue to grow. 

No matter the size of your company, whether you’re growing by leaps and bounds or just steadily moving forward, you need a reliable tracking system for inventory and equipment.

Topics: Power Apps, equipment tracking system, inventory tracker

You may already know that Power Business Intelligence (Power BI) is by far the most robust business analytics tool on the market.

And though you want to lead your company to success, you don’t want to spend endless hours training your entire team on a complicated new tool. This dilemma is even more relevant than ever, as more businesses rely on a remote workforce, and training and collaboration are no easy feat.

Topics: SharePoint, Power BI, Dynamics 365, teams

What does the typical customer want? With thousands of varying brands and products available to them, you can’t count on customer loyalty from one billing cycle to the next, much less from quarter to quarter.

To stay ahead of your competition, your business must not only understand your customers’ needs, but predict future market trends and address them proactively by improving customer engagement. In order to do that, you need an efficient customer engagement plan. 

Topics: CRM, Dynamics 365, customer insights, customer voice

Regardless of your company’s specialization, the secret ingredient to business success is an exceptional CRM system.

But choosing the right software to lead your sales team to this level of success is not an easy decision. Nevertheless, this choice can determine how efficiently your sales processes run, the quality of your customer experience, and your company’s overall growth—so it’s imperative to your company’s future that you choose wisely.

Topics: CRM, Dynamics 365

For an organization to operate effectively, corporate communication should be positioned at the forefront of cross-departmental information exchange. Communication is not just about fostering a functional network of employees—it’s also about bringing them up to speed on every piece of news delivered by top-down management. 

Topics: SharePoint Intranet, Corporate Intranet

Have your sales or account management teams ever heard the following statements from a current or prospective customer?

• “I thought you forgot all about us. Is our account not important to you?”
• “I already heard back from someone else in your office earlier this week.”
• “Enough with the automated emails! I told you three times I don’t want them.”
• “I like your team a lot, but it seems like your company doesn’t have its act together.”

Topics: CRM, Power Apps

Data collection is riddled with inefficiencies, and data reporting and forecasting—which actually helps the right people make decisions—is often difficult to accomplish.

Topics: Power BI, Microsoft, data management

Ignite 2021 has come and passed, and another year of virtual conferences means that you can consume most, if not all, of the conference content on-demand with no extra charges.

You can find key news from the conference can be found on the Ignite website and videos. However, I've curated some of the most important highlights for Dynamics, Business Applications, and the Power Platform.

Topics: Dynamics 365, Power Apps, Power Platform

The days of tracking your company’s equipment with clipboards on a wall in the main office are long gone. If you’re still keeping track of your equipment with a sign-out system showing the location of a specific asset, there’s a good chance you’re missing routine maintenance or other issues that arise. 

Topics: data management, Power Apps, equipment tracking system