CRM Software Blog

Over 7,000 people are expected to attend the Microsoft Dynamics User Group Summit 2019 in Orlando October 13-18. A highlight of every Summit event is the Expo. It is your chance to meet hundreds of Partners that sell services and products to enhance the Microsoft Dynamics ERP products. Here is our recommendation of 13 top companies, all CRM Software Blog members, that you can’t afford to miss at User Group Summit. Bonus: Tweet a photo of you at their booth, tag @crmsoftwareblog and be entered to win a $200 Amazon gift card. Subscribe to the Twitter List for easy access . AKA Enterprise Solutions…

How good are your team members at referring customers to other services offered by your bank to expand your “ share of wallet ”? With the right CRM system, you can run activity reports based on employees. You can see how many referrals they have attempted to make, if the prospects were qualified or not, and if the referral resulted in additional revenue to the bank.  This can be especially helpful during an employee’s annual review. A low score on these activities can highlight the need for additional training or an updated incentive plan. It can also spotlight those few employees who are…

There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 2: Streamline complex processes while elevating the customer experience Manual or partially automated processes create internal inefficiencies and inconsistencies in service that affect and degrade the customer’s experience and their satisfaction Customers expect banks to answer questions and solve problems quickly, without the extra step of forwarding questions across various departments to provide a customer with a solution. Follow-up and completion of customer requests are key…

There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 2: Streamline complex processes while elevating the customer experience Manual or partially automated processes create internal inefficiencies and inconsistencies in service that affect and degrade the customer’s experience and satisfaction. Customers expect banks to answer questions and solve problems quickly, without the extra step of forwarding questions across various departments to provide a customer with a solution. Follow-up and completion of customer requests are key to the…

We all know companies that have a legacy system for a long, long time… longer than we think they should. How can we, as consultants or partners, help them move on? The first question that pops to mind is: " Why don't they just get rid of that old software? ". You can see the legacy software doesn't integrate well with the organization's newer hardware and software systems. It cannot be updated easily, if at all, and there aren't many persons that they can turn to when assistance is needed. The truth is that legacy software exists because of its usefulness to the organization. Users have…

NetHope Helps Nonprofits Reach Their Goals by Connecting Them with Microsoft Technology Partners Last month, NetHope’s Center for the Digital Nonprofit had an exciting announcement for nonprofit organizations all around the world -- and we’re thrilled to be sharing it here. But first, what is NetHope? And why are those of us here at AKA Enterprise Solutions so happy to be involved in their work? Comprised of 56 different nonprofit organizations, NetHope helps nonprofits reach their goals and create positive change through the use of appropriate technology. Nonprofit organizations often have…

Document management forms a crucial part of any business activity. Without proper document management system there are bound to be errors resulting in delay of accomplishing important business activities. Here, Attach2Dynamics has played a major role in substantially improving the management of documents or attachments in Dynamics 365 CRM. With Attach2Dynamics management and storage of document or attachments became more flexible and cost effective. In our previous blog you have been introduced to Attach2Dynamics – a Microsoft Preferred Solution on AppSource - that manages document or attachments…

Microsoft Dynamics business management solutions offer a fully integrated platform from which you can manage all aspects of your organization. If you are currently using the CRM solution Microsoft Dynamics 365 Customer Engagement and are considering acquiring Microsoft Dynamics 365 Business Central to manage your operations in the cloud or vice-versa, Microsoft has made the process even easier with multiple integration points between the two. By combining both platforms, your organization can obtain a 360° vision of your business, ensuring everyone has the visibility they need on all the data…

Dynamics 365 Portals Dynamics 365 Portals offer a great way to enhance customer experience by extending some CRM configurations directly to the customer.  There comes a time when you may want your portal to perform some action that is beyond the out-of-the-box functionality.  Extending portal functionality often requires custom Java Script and or Liquid code.  Get familiar with some of the basic understandings of these two programming languages using this guide. Liquid Code Liquid code runs server-side- meaning that this code works great for making queries back to Dynamics to deliver data…

When considering whether and how to use CRM, a tailored Dynamics 365 demo with specialist CRM consultants can save you hours. Demos can be helpful if you are assessing whether to adopt Dynamics 365 , or if you are already using the technology but wish to adapt additional applications now or in the future. A demo to help you understand features and benefits This type of demo is a fantastic tool in the early stages when you are considering adopting Dynamics 365 for the first time, or when you are just beginning to scope the potential value of additional applications for an existing system…