Read more about the article Microsoft’s Improved Dynamics 365 Sales Mobile App
stylish adult female using smartphone on street 3774903 400

Microsoft’s Improved Dynamics 365 Sales Mobile App

I don’t think I’ve met a salesperson that didn’t want an faster way to update CRM from the road. When you’re rushing to and from meetings, airports, conference sessions, etc.,…

Continue ReadingMicrosoft’s Improved Dynamics 365 Sales Mobile App
Read more about the article Microsoft Dynamics 365 Setup – Personal Options
naassom azevedo Q Sei TqSlc unsplash min

Microsoft Dynamics 365 Setup – Personal Options

When logging into Microsoft Dynamics 365 as a new user, there are a few basic and helpful personal options we recommend changing. This is not at all technical. User-level stuff…

Continue ReadingMicrosoft Dynamics 365 Setup – Personal Options
Read more about the article Microsoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views
Creating Modifying Sharing Personal View pic 2

Microsoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views

Personal Views are extremely important to collaborating and using Dynamics 365 data. This is a pretty straightforward feature to work with, and easy enough for all users (even non-admins) to…

Continue ReadingMicrosoft Dynamics 365 Setup – Creating, Modifying, and Sharing Personal Views

Sun Valley Solar Solutions Case Study: Transforming CRM Data to Business Intelligence

Sun Valley Solar Solutions helps Arizona’s home and business owners turn the state’s most abundant natural resource—sunlight—into immediate cost savings and a cleaner world. The Chandler, AZ company has earned…

Continue ReadingSun Valley Solar Solutions Case Study: Transforming CRM Data to Business Intelligence
Read more about the article Microsoft Dynamics 365 Business Card Scanner on Mobile
Feature Image Business Scanner Vlog

Microsoft Dynamics 365 Business Card Scanner on Mobile

Microsoft introduced a business card reader into Dynamics 365. First of all, it's pretty easy to use. With your Dynamics 365 App (I'm using the Sales Hub on an Android…

Continue ReadingMicrosoft Dynamics 365 Business Card Scanner on Mobile
Read more about the article Microsoft Dynamics 365 for Sales Click-To-Dial
Click to Dial Picture feature image

Microsoft Dynamics 365 for Sales Click-To-Dial

I discovered a new feature in Dynamics 365 for Sales–native click-to-dial functionality. Click-to-dial is an oft-requested feature among sales users, more so among the customer service users. For this blog,…

Continue ReadingMicrosoft Dynamics 365 for Sales Click-To-Dial
Read more about the article Microsoft Power BI – CRM/ERP Integration on 33¢ a Day
PMI 3

Microsoft Power BI – CRM/ERP Integration on 33¢ a Day

  We talk to a lot of organizations evaluating CRM systems. The topic of integration comes up a lot. Integrating CRM with a separate ERP solution can be a project…

Continue ReadingMicrosoft Power BI – CRM/ERP Integration on 33¢ a Day