Microsoft recently introduced Sales Accelerator in Dynamics 365. It provides sales teams the ability to focus on their top leads and opportunities by streamlining them into an intelligent work queue.
The challenges that most often drive the adoption of a new CRM system are typically two factors: tracking and managing the sales process. As a seasoned operations and account manager, I’ve worked with a variety of CRM systems,
A workflow is a series of steps and rules that serve to automate a business process. It can be as simple or complex as you make
The age-old battle of CRMs, Microsoft Dynamics vs. Salesforce. Even though Salesforce has built a reputable name and holds seniority in the field, Microsoft’s Dynamics
Tempted to try Dynamics CRM, but not ready to fully commit? Lucky for you, there is a free Dynamics CRM trial where you can test
A system that can manage your entire client base, track new prospects throughout the customer journey, and monitor marketing campaigns are just some of the
Recently during a client’s Microsoft Dynamics CRM & Dynamics GP systems upgrade, KTL Solutions also had to upgrade Scribe, move the application server, and move
Today I would like us to go through a “How To” of creating a flow with Dynamics 365. If you have purchased a license for
Microsoft has added the Project Service and Field Service applications into their Dynamics 365 Core Group along with traditional Sales and Service. These applications have
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