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Perform Proper Qualification in Dynamics 365 Performing proper lead qualification in Microsoft Dynamics 365 is crucial for sales teams to maximize the platform’s capabilities and drive better business outcomes. Microsoft Dynamics 365 offers robust tools for managing customer relationships, but the true value of these tools can only be realized when sales teams effectively qualify leads. By utilizing Dynamics 365’s […]

Dynamics 365 Leads vs Prospect Accounts

Why you should consider changing the way you manage suspects and prospects in Dynamics 365 The idea of using Leads in Dynamics 365 for Sales is attractive as it allows you to completely separate “suspects” from prospects and customers however this is an area that we see sales teams struggle with. Why? Mainly because the […]

Why Sales and Marketing Alignment is Your Revenue Rocket Fuel

Sales and marketing are often seen as separate entities. Marketing churns out leads, while sales is responsible for working the leads and closing deals. Unfortunately, these teams are not always aligned, in fact Gartner found only 19% of organizations have achieved true sales and marketing alignment.  Why is Sales and Marketing Alignment Crucial? Imagine a […]

ClickDimensions Marketing Automation | Drive Engagement and New Business

ClickDimensions Marketing Automation Are you looking for a comprehensive marketing automation solution that integrates seamlessly with Dynamics 365? Look no further than ClickDimensions Marketing Automation.  In this post, we’ll provide an overview of ClickDimensions Marketing Automation, its features, and how it can benefit your business. We’ll also discuss the support and onboarding services available to […]

The Ultimate Guide to Microsoft Dynamics 365 Customer Insights Journeys Overview and Pricing

The Ultimate Guide to Microsoft Dynamics 365 Customer Insights Journeys Overview and Pricing   The Ultimate Guide to Microsoft Dynamics 365 Customer Insights Journeys Overview and Pricing will demystify the pricing as it can be difficult to understand. In this article, we break down the pricing in an easy-to-understand format.  First, the Product Renaming department at […]

Microsoft Copilot

What is Microsoft Copilot? Microsoft Copilot is an artificial intelligence (AI) assistant. AI, or Artificial Intelligence, refers to the simulation of human intelligence in machines that are programmed to think and learn like humans. It encompasses a broad range of techniques, algorithms, and technologies that enable machines to perform tasks that typically require human intelligence. […]

Kanban Boards in Dynamics 365

How to enable and use Kanban boards in Dynamics 365

New Dynamics 365 Field Service Mobile App Released

Microsoft has released the new Dynamics 365 Field Service Mobile App for general availability.  This new mobile application was developed by Microsoft and is built on the Microsoft Power Platform as opposed to the previous version built by Resco.  Transition Information: The legacy Field Service mobile app will be reaching end of life by June 2022 […]

Microsoft Dynamics Partner

Selecting your Microsoft Dynamics Partner is a significant decision that will greatly impact the success or failure of your project. The definition of “partner” is “one associated with another with common goals”. This is very important to remember in your Microsoft Dynamics Partner selection. The typical Dynamics 365 partner engagement model is time and materials. […]

Browser Updates to TLS and how it will Impact Microsoft Dynamics CRM

Microsoft, Google, Apple, Mozilla and other major technology vendors are deprecating support of TLS versions 1.0 and 1.1 in 2020.  Popular web browsers will continue to function but start showing alerts when TLS 1.0 or 1.1 web communication is encountered, and server-to-server communications will also change. Transport Layer Security (TLS) is a security protocol to encrypt and authenticate secure connections across the web, either from a web browser […]

    Microsoft Dynamics 365 Partner Consultant


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