How does your organization engage customers – and how do you ensure your sales team has a comprehensive understanding of your customers’ needs? Does your sales team have the right software tools on hand to manage leads, opportunities, and customers more effectively?…
It has been a long term need to have a bit more freedom with developing reports for the Dynamics 365 (ex Dynamics CRM) cloud, since we could only use the FetchXML query language, within the SSRS reports, which has its limitations in terms of table joining, aggregation…
In the 2020 release wave 2 of Dynamics 365 Sales, Microsoft brings even more simplified experiences for its users, new app integrations, and enhanced forecasting capabilities. Dynamics 365 Sales is created entirely for the purpose of helping organizations strengthen…
All of us are cloud technology users. If you have, at some point, sent an e-mail through a web browser you have triggered the cloud-based servers to process the request and return a response. It is not at all surprising, that in the midst of a pandemic – when…
Dynamics 365 Field Service is for the service-based organizations whose main focus is to provide on-site installation of equipment, maintenance, or support for a customer’s business or home. With the emergence of IoT – D365 for Field Service has the sensor monitoring…
In an era when everyone is hyper-connected and data is easily shared and collected, customers demand a more personalized experience from the brands they love. The organizations that choose to excel at providing engaging and highly proactive customer service are the…
The following blog explains how to connect to a Dynamics 365 instance from an external application (ex. ASP.NET web application), how to execute a global action providing the input arguments and retrieve the output argument once it runs. First thing’s first – add a…
In this blog post, we are going to go through the newly added and long overdue feature that is comparing two attributes or columns in Dynamics 365 conditions. The updated column comparison feature allows us to compare values of 2 different columns in our…
Businesses can’t grow without engaging their customers by asking for feedback, taking them on a journey with relevant content, or creating insightful surveys. Engaging customer journeys come through advanced business software solutions that bring valuable…
Customer engagement can be significantly more challenging for small and medium-sized companies who often have a multitude of unaligned sales tools or don’t have the right sales solutions at hand to manage their customers’ journeys. But SMBs don’t have to…