Increase Profitability with Dynamics 365 Finance & Operations

Posted by Dave Fisher on 04.22.22

Enterprise resource planning (ERP) is expected to become a 60 billion dollar market by 2026. As tech giants compete for market share, Microsoft Dynamics 365 for Finance and Operations has emerged as a powerful tool to optimize finance, enable customer insights, and increase profit margins.

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Topics: Dynamics 365

Dynamics 365 Pricing for 2022

Posted by Bernie Thibeault on 03.20.22

When it comes to purchasing sales and service software for your company, you want to make sure you’re getting everything your organization needs without overpaying. 

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Topics: Licensing, Dynamics 365

Improve Customer Engagement with Dynamics 365 Marketing

Posted by Dave Fisher on 03.04.22

Effective communication is important for retaining loyal customers, but it’s hard to respond to everyone personally, right? 

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Topics: Dynamics 365, Customer Engagement

How to Create an Employee Performance Tracker using M365

Posted by Bernie Thibeault on 01.30.22

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.

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Topics: Microsoft, Dynamics 365, employee engagement, Power Platform

How to Plan Your Power BI Integration

Posted by Bernie Thibeault on 12.27.21

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.

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Topics: SharePoint, Dynamics 365, teams, Power Platform

Creating a Dynamics 365 Customer Engagement Plan

Posted by Bernie Thibeault on 12.23.21

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. 

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

Dynamics 365 vs. Salesforce

Posted by Bernie Thibeault on 12.20.21

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.

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Topics: CRM, Dynamics 365

What You Need to Know About Dynamics 365 Customer Insights

Posted by Dave Fisher on 12.03.21

In a world where customers are becoming more discerning by the day, businesses are seeking new ways to understand their behavior so as to market to them more effectively. Businesses are increasingly opting to fully gather and use customer data. Dynamics 365 Customer Insights combines corporate system data with behavioral, transactional, and demographic factors to create meaningful customer profiles. 

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Topics: Business Intelligence, CRM, Microsoft, Dynamics 365, employee engagement, AI

Document Management Systems: 5 Critical Mistakes to Avoid

Posted by Brooke Fleming on 11.19.21

Every company has some sort of document management system (DMS) to keep track of an ever-growing pile of documents. But that doesn’t mean you should buy an expensive DMS without checking its performance on storing content types. An inefficient DMS can throw a wrench into your business operations, which could cost you in the long run.

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Topics: SharePoint, Document Management System, Dynamics 365

Business Apps and Power Platform Highlights from Ignite 2021

Posted by Bernie Thibeault on 11.09.21

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.

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Topics: Dynamics 365, Power Platform

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