April 2019 Dynamics 365 update: Virtual Agent
The April 2019 Dynamics 365 update continues Microsoft’s commitment to Artificial Intelligence technology. In fact, the update includes three entirely new AI apps – Virtual Agent, Customer Insights and Dynamics 365 Fraud Protection. Today we are going to look at Virtual Agent for Customer Service. To read the entire April 2019 Dynamics 365 update, download the .pdf here. Virtual Agent Virtual Agent […]
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 […]
Remain CASL compliant with Dynamics 365
In the days since Canada passed the Canadian Anti-Spam Legislation, or CASL, it has been more difficult to build a good email marketing list that remained CASL compliant. More difficult, but not impossible. Staying CASL compliant doesn’t have to be a stressful chore. In fact, with a good CRM tool much of the work to stay CASL compliant […]
Chart your course to success with Dynamics 365: Charts and Dashboards
Microsoft Dynamics 365 Charts and Dashboards are one of the most powerful features in Microsoft’s CRM solution. They allow you to see a 360degree view of your business and efficiently display data that allows you to understand key performance metrics in real-time. By better understanding how you are performing, you can make immediate changes to […]
How to keep the implementation cost of a CRM project down
We understand that a CRM project can be scary. There are a bunch of different reasons for that, but the most basic (and common) is cost. A CRM system is a major investment and implementation cost is a major stressor for most companies. A lot of cost stressors come from the project scope changing. The implementation […]
4 Ways to Build Support for a CRM Implementation
As a manager, you’ve been convinced that a CRM is needed to drive your workplace to the next level. You’ve done the research and are aware of the value of the software. However, you need to build support with the ownership and C-Level management if the company is going to take that step. Here are […]