CRM Software Blog

Webinar: How to Select a Marketing Automation Solution for Microsoft Dynamics 365 There's still time to register for this educational webinar on How to Select a Marketing Automation Solution for Microsoft Dynamics 365 . Join us on Thursday, April 25 in this collaboration between enCloud9 Social CRM Consultants and ClickDimensions. In this fast-paced webinar, we will provide an overview of the state of marketing automation today. We will also offer advice for how organizations using Microsoft Dynamics 365 can select the best marketing automation solution. Afterward, you will have an understanding…

Have you ever wanted a simple easy way to capture data from your customers, partners or employees? If so then you are going to love  Microsoft Forms Pro , the newest member of Microsoft’s Power Platform!  Microsoft Forms Pro  is a simple yet comprehensive survey solution that allows businesses to easily capture and analyze feedback to improve customer, employee, and product experiences.  I decided to challenge myself to learn how to use this new project and write about it in a blog. This tool can give you some great input and data from your customers which can help you make more informed business…

Quizzes Can Be Helpful in the Business World Too! Many people consider quizzes to be unproductive and not beneficial, but nothing could be further than the truth! There are actually many benefits to businesses doing quizzes. Not only are quizzes are fun and interactive, but they engage your customers in ways they’ve never been engaged before. Who doesn’t like the fun of taking a quiz? There are times and places where reading a piece of content might be more appropriate, but there are also times that a quiz is the right way to go. Many big businesses such as Disney, Hilton Hotels, and Red Lobster…

Microsoft Dynamics 365 is more than just a rebranding of Microsoft’s ERP and CRM products. Still, many decision makers and professionals may be unaware of the changes and improvements to Microsoft’s business management offerings and their licensing. The new white paper from the CRM Software Blog sheds some light on Microsoft’s new cloud business management solution and the exciting improvements it can bring to your organization. Download: But Really...What is Dynamics 365 ? First of all, the branding has indeed changed. What was once divided according to several on-premises ERP and CRM solutions…

Dynamics 365 Spring 2019 Update Microsoft Dynamics 365 Spring update. The next major update to Dynamics 365 is 1 WEEK AWAY! Microsoft has changed the way that updates to Dynamics 365 Online are deployed. In the past the update would roll out over a month or so and you would receive notifications of the date your system would receive the update. Also in the past, the date could be changed if you were not ready to receive the update. The Spring 2019 update is scheduled to be deployed to all North American customers on April 26-28 2019 (one week away) . Customers no longer have the ability…

AI for Asset Management Firms: Increase Marketing and Campaign Effectiveness When it comes to asset management, data is everything. In order to stay competitive in a changing market, you need access to reliable, meaningful data. Accessing this data and putting it to use for your firm involves having the right technology: without the right tech, you’ll miss out on major opportunities. That’s where Artificial Intelligence (AI) comes in. This video series looks at 6 different aspects of your business that can benefit from the implementation of AI technology. The result? Improved ROI and a competitive…

Dynamics 365 for Customer Engagement (D365 CE) provides many tools to report on your data. Dynamics 365 CE enables your team to easily manage their work from marketing leads to sales opportunities to customer service cases and all the activities in between. In addition to providing tons of ways to automate, coordinate and monitor these business processes, the software also has a lot of great options for data reporting and visualizations (like charts). In this blog, we will explore the various ways to collect and show Dynamics 365 CE data from views to charts to PowerBI reports. Find out the best…

Why do we like the Outlook client in Microsoft Dynamics 365? The Outlook client eliminates the need to navigate and log into additional programs to access Microsoft Dynamics 365. You have full Dynamics 365 functionality and data, plus additional features.  This saves a significant amount of time by eliminating the manual process of re-entering data. The Outlook client allows you to track emails, tasks, appointments and contacts that are already created in Outlook to Dynamics 365. And you can attach Dynamics 365 sales literature and Knowledge Base articles directly to emails sent through Outlook…

Using AI to Manage Client Meetings If you work in asset management, you already know just how important data is for the success of your firm. In order to stay competitive, your business needs access to reliable and informative data sets, harnessed by the appropriate technology. When it comes to data-focused tech, Artificial Intelligence (AI) is capable of giving your business a significant competitive advantage. In this video series, we look at 6 areas where AI can improve your asset management firm’s profitability and streamline your operations. If you haven’t taken a look at the other videos…

Microsoft Dynamics 365 is being called a “game changer” and “the next generation of intelligent business applications.” But with all the different options, many people are still a bit unclear and ask, “ But Really… What is Microsoft Dynamics 365 ? ” Is it ERP? Is it CRM? And how does it compare with the Microsoft Dynamics solutions that we’ve used before (AX, NAV, GP, SL, CRM)? To help clear up some of the confusion, we have done our best to cut through the marketing hype to help you understand just what Dynamics 365 is and what it could mean to your organization. 20 Dynamics experts, including…