Category Archives for "Dynamics 365"

Customer Insights in a Day – A Free Workshop Customized for your Organization

If your company’s data is trapped in various locations with most of it unused, or you lack a single view of customers with real-time insights to inform business actions, you can rapidly drive value by deploying Dynamics 365 Customer Insights to unify data and create customer profiles.  This is especially helpful if your company has […]

Meet ‘Penny,’ CRM Dynamics’ AI-enhanced brandable chatbot for Financial Services

Financial services organizations are increasingly looking to balance the value of digital banking with the benefits of human and personal touch.   According to McKinsey, “60% of active banking customers use digital channels.”  This is only increasing in our current COVID-19 climate.  However, sales of new products and services – is still very much an analog process. […]

Getting more out of your Dynamics 365 with Customer Insights

If your company is like ours, you’re always looking to maximize the value of any of your technological investments.  Dynamics 365 CRM is a powerful solution to enable your sales process, manage your entire service department, as well as build, manage, track, and report on the effectiveness of your marketing efforts – just to scratch […]

Drive Your Success with the Microsoft Power Platform

Microsoft has always been a leader in the business space – from Office 365 to Dynamics 365 and beyond. With the intention of providing businesses with the tools they need to succeed; Microsoft is driving digital transformation to even greater heights with Microsoft Power Platform. What is the Microsoft Power Platform?  In simple terms, the Microsoft […]

7 reasons to make the switch to Microsoft Marketing for Dynamics 365

The importance of Marketing to your operation can’t be stressed enough. Without attracting the right attention at the right time, your business can stall.    Even with the best sales professionals and processes, you need the right tools on the Marketing side to attract high quality leads and help convert more opportunities to sales.  There is where CRM Dynamics and Microsoft can help.   Over the last few years Microsoft […]

Why Travel businesses need CRM more than ever

Every industry has been affected by changes in the way we work and live. However, few industries have been as adversely impacted as the travel industry. Now, more than ever, it is vital that travel businesses have a CRM system that allows them to adjust to a new digital workplace reality.   People will always want to travel. Travel businesses […]