CRM: It’s Not About the Product, It’s About the Process.

Here is why your CRM system isn’t working for your business as you thought it would. We’ve seen it a few times. Okay… we’ve actually seen it a LOT of times. Companies, both small and large, stretch their budgets to invest in a CRM system for their business. They research heavily and select a CRM … Read more

Connected Technology Can Advance the Mission of Your Non-Profit

Non-profits battle with obstacles like any other industry…obstacles like budgets, resources, and time. The difference is that a non-profit’s mission is to help others, so this can be devastating. While non-profit technology solutions can help, it’s often too expensive or complicated for most to consider. Luckily, connected technologies make advancing your non-profit easier than ever … Read more

Mind Maps, Kanban Board – Be a Pro with smart visualization tools in Microsoft Dynamics 365 CRM

Ever wondered why we understand charts and graphs better than written texts? It is just because our brains are programmed to process visuals rather than written text or numbers. And this can be easily proven with the following facts and figures: 90% of the information transmitted to the brain is visual 13 milliseconds is the … Read more

Overcoming The Most Common Field Sales Challenges by Integrating Maps within Dynamics 365 CRM

“I would like to dedicate this hard-earned award to my family, my colleagues, my considerate clients, and the amazing features of Maplytics! Yes, winning the award for the Best Salesperson of the Year would not have been possible if Maplytics would not have made my on-field life easier by providing easy solutions to my everyday … Read more

The Best Replacement for Scribe Insight for Microsoft Dynamics 365 Data Integration

Within the Microsoft Dynamics community, Scribe has been a popular tool for data integration projects for many years. Especially for connecting the Microsoft Dynamics ERP products with Microsoft Dynamics CRM. The big news is that Tibo Scribe Insight is deprecating, or discontinuing support, for their on-premises solution. And the brutal truth is that their new … Read more

The Future of Dynamics 365 Attachments: Our Experts Weigh In

What can you do with all those attachments that end up in Dynamics?Our experts share their ideas. You can use Dynamics 365 for many things, and tracking communication with customers is one of them. Unfortunately, this will most likely lead to plenty of Dynamics 365 attachments taking up a substantial amount of your Dynamics storage … Read more