How to Become a CRM Success Story When you think of a CRM deployment, what comes to mind? Sadly, for so many of us, one of the first things that we think of is how often we hear about these projects failing. Across multiple industry studies, it was found that an estimated 47-63% of CRM…
Dynamics 365 and Microsoft Teams working together offers powerful new ways for everyone across an organization to seamlessly exchange and capture ideas right in the flow of work. Microsoft recently announced a new collaborative app that brings together the best of Dynamics 365 and Teams. In addition, the “licensing tax” that has historically held organizations…
The Dynamics 365 release plan for 2021 promises many new upgrades and we’re excited to share some of our favorites, including the Dynamics 365 Sales mobile app. The Dynamics 365 Sales mobile app is specifically designed for core sales scenarios. Here are some highlights of this new mobile-friendly app: Meeting cards now include more Dynamics…
One of the new features released with the Dynamics 365 April 2020 Wave is the Kanban control. Kanban boards are an agile project management tool and visually depict work at various stages of a process using cards to represent work items and columns to represent each stage of the process. Kanban visualization is currently supported only…