Category Archives for "CRM tips"

Data Migration on Your Mind? Check our Pre-Migration Checklist First

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Download the Checklist Migrating your business software from on-premise to the Cloud is always exciting for a Cloud Service Provider (CSP) like CRM Dynamics.   As Microsoft partners, we encourage our customers to take advantage of “On-demand resourcing” where resources within the Cloud are instantly available. However, as exciting as the transition to the Cloud can be, […]

Consulting with a Dynamics 365 Consultant

We wanted to touch base with Senior Dynamics 365 Consultant, Norm Di Pasquale to get his take on his favourite thing about working with Dynamics 365 and what excites him about the projects he’s been working on.  You’ve been at CRMD now for 3 years, what’s changed in that time for how you approach and deploy […]

Recap: Thrive Event

If you missed our Thrive event on January 21st, it was a strategic session designed to give business leaders a chance to take stock of the digital transformation that’s taken place over the past 12 months, and how it can be applied to your organization and industry. Here’s a quick summary of the top takeaways from […]

Increasing Sales with Dynamics 365 Sales Insights

As our world continues to evolve, one tried and true method of selling effectively to your customer base remains to build and nurture trustworthy relationships.  It’s not just knowing who your customers are, but also what is important to them and reaching out with relevant and valuable information at their time of need.  Dynamics 365 Sales […]

Why Business Leaders Should Attend Thrive on January 21st

2020 has forced a lot of organizations to rapidly embrace digital transformation across all industries and verticals. While this may have initially been a survival response, many organizations are thriving due to new and improved processes across sales, customer service, marketing, and more. Thrive is a strategic session designed for business leaders to take stock of […]

The Value of Microsoft Power Automate

Microsoft Power Platform is designed for analyzing data, building apps, automating processes, and creating virtual agents – all with low to no-code development.  Previously we provided an Overview of Power Platform, breaking down its four symbiotic applications.  In this blog, we’d like to double click-through into the specific functionality and value Power Automate can provide your organization.  What […]

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