CRM Software Blog

Hard work deserves recognition. We are very proud to recognize our top bloggers and top members on ERP Software Blog , CRM Software Blog , and ERP Cloud Blog . Congratulations to all of these companies for their hard work. Top Blogger Award – Top 5 members whose posts received the most traffic and members with the highest number of clicks from their posts back to their website. Their articles get the most readers and inspire those readers to take action and learn more. Top Member Award – Top 5 members that posted the highest number of blog articles this year and all members that posted…

The article assumes that you are a Dynamics consultant and does not try to technically guide you, but guides you so that you can quickly implement without missing key components There are 3 main areas to focus on when setting up Case Management on Dynamics. Case Settings Case creation Parent- Child Cases Queues and Routing Contract/ Service terms Knowledge Management Case Settings Two notable components of this section are Queues and Teams: Teams  (not linked to MS Teams) are groups with a common skill or belonging to specific departments, etc.  responsible…

One of the beauties of Microsoft Dynamics 365 is its versatility. That versatility is due in large part to Microsoft’s commitment to continue to expand, adding apps that allow modules to connect with one another and handle a variety of business processes. Dynamics 365 Unified Interface (UI) allows a seamless interaction across desktop, mobile, and Outlook. Prepare for UI Originally envisioned as the single client interface for all Dynamics 365 apps, UI is the default interface for the Outlook app, the Dynamics mobile app, and all the new Dynamics 365 modules. Effective Oct. 2020, the Dynamics…

Assigning or allotting Leads to respective sales professionals is a very important task. This task, if not handled properly will result in loss of potential clientele which will eventually lead to low sales and low returns. So, in order to make this task effective and effortless, Inogic introduced a new productivity app for PowerApps & Dynamics 365 CRM – Lead Assignment Distribution & Automation . Lead Assignment Distribution & Automation allots/assigns incoming Leads automatically in Dynamics 365 CRM to respective sales professionals in an organized way. It ensures that Leads are evenly distributed…

Can you think of a more critical step in your sales process than getting a customer to sign a quote? (If so, please tell us.) How are you currently using the power of D365 in this critical part of your sales process, to help move someone from “proposal sent” to “proposal signed?” Most businesses are using D365 to capture and store prospect and customer information, but when it comes time for building a quote, they typically import a spreadsheet or Word doc and pass that on to their customer. But... There’s a better way to create and send sales quotes in D365. Download a free whitepaper…

Millennials are incredibly tech-savvy and expect software to be highly customizable, easy to integrate and rich in features. Following from the launch of CRMSoftwareBlog's white paper  21 reasons millennials prefer Microsoft Dynamics , here is our experts' take on the subject. We focus on mobility, integration and flexibility,while keeping an eye on Dynamics 365 security and compliance.   1 - What are the main Microsoft Dynamics aspects that attract and retain millennials?   Mobility Millennials see time as a valuable currency which should not be wasted. They are used to answering…

There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 5: Modernize and strengthen lead generation Historically, banks have used “push marketing” to drive leads but this is becoming less and less effective. Direct mail, cold calls, and email can be intrusive. The last thing you want is a prospective consumer opting out of all further bank interactions. Social media should be a lead-generation tactic for every bank. Social selling is considered “pull marketing,” and it often results in warmer leads that convert at a higher rate. The…

It’s no secret: Microsoft is keen on digital transformation, “reimagining how you bring together people, data, and processes.” And while many companies are implementing best practices in Microsoft digital transformation (we’ll call it MDT for short, here), just as many customers of those companies are greeting MDT with a collective shrug, saying, “Well, that’s great for you: what’s in it for me?” They’re right. Because while we focus on MDT for ourselves or for companies we’re equipping with D365 CE, Azure, and Office, the people on the other end — the customers of OUR customers — don’t typically…

Most business users respond to emails all day long. Oftentimes these emails dictate which tasks you focus on and help you to prioritize the tasks you need to work on. The main way you communicate with your customers and coworkers is email, so doesn't it make sense that your email would be integrated with your CRM system? Toggling between disconnected programs can be very time-consuming. Join enCloud9 and Dynamics365support.com 's Dynamics365 App for Outlook webinar to find out how the two programs work together to save you time and increase your productivity. Microsoft sees the value of…

Microsoft CRM, now called Microsoft Dynamics 365 for Sales , is now offered through iCepts Technology, Inc! Since 1980, we have been providing business management and supply chain technology systems to small through mid-sized organizations.  In addition to Enterprise Resource Planning (ERP) systems from Microsoft, called Microsoft Dynamics 365 Business Central , we have, over time, complimented our product offerings with additional inventory management and business applications such as HighJump Warehouse Management Systems , Microsoft Office 365 , Power BI and Infrastructure Technology solutions…