How Dynamics 365 customized workflows make you more efficient and profitable

One of the most useful features in Dynamics 365 is the ability to create customized workflows. In fact, customized workflows make you more efficient and profitable. Yet, many users fail to fully utilize this powerful tool. Let’s look at 3 ways customized workflows make you more efficient and profitable. No 1: Stay on top of […]

How Microsoft Dynamics can help Credit Unions compete in the Financial Services industry

Knowledge is power. That’s the case with almost everything, but when it comes to the ability of Credit Unions to compete in the financial services industry it is especially true. One of the best ways to compete in the financial services industry is to have more information than your competitors. Microsoft Dynamics365 can provide the type […]

How D365 can help Credit Unions deliver better customer service

Credit Unions take great pride in the personal touch. It’d felt that what sets a Credit Union apart from a big bank is the customer service that they provide. Customers agree. For 14 straight years customers have voted Credit Unions as having better customer service than the big banks. But, you can’t afford to be complacent. To maintain that […]

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