Paper checks? Who uses those anymore? In this post from Steve Murphy from the Payments Journal, it's clear that digital payment systems (and digital wallets) are what's need to adapt to consumer purchasing habits.
CRM systems are not what they used to be and are continually evolving. Have you kept pace with the change? Listen in as Heidi Neuhauser and I highlight this evolution, the infusion of AI in CRM, user adoption, and more. If you want to stay in the know on CRM, then check out Heidi's blog: https://www.crmheidi.com/ If you missed other DAC News Desk interviews and podcasts, check them out here: https://mydacfeed.com/topic/news-desk/0
Learn how to update Global Search in Dynamics 365: modify the 3 columns displayed in the search results and add or remove tables searched.Today, I’m going to show you how to update two things with Global Search in Dynamics 365:Modifying the three columns (fields) displayed in the search results screen.Adding/removing tables (entities) searched.Both of these items are done using extremely simple configuration – anyone with system administrator or system customizer security permission levels can do this.
Providing excellent customer service in your organization’s call center leads directly to increased customer loyalty and higher retention. Download the eBook to learn how 5 leading organizations have achieved success by overcoming these common customer service challenges: • Lack of real-time insight into data • Limited case deflection and self-help capabilities • High agent turnover • High customer churn • Lack of cross/upsell opportunities
Tech experts estimate that businesses have seen three years’ worth of digital transformation in just a few months. The pandemic has forced us to accelerate the advancement and expansion of technology-based business solutions and as a result, four trends are emerging when it comes to customer service delivery. Are you ready to adopt these trends into your customer service strategies? In this white paper, learn more about what these technology trends mean for your business as well as how to scale to meet customer needs during a very unpredictable time.
Migrate SharePoint Workflows to Power Automate with Agility, Ease, and Security SharePoint 2010 workflows have been deprecated – how does this impact you? If you’re still running SharePoint 2010, all your workflows were retired in August 2020 and removed from your existing tenant in November 2020. Don’t worry – you can migrate them to Microsoft Power Automate using our new accelerator, PowerConvert.
PowerSalesToolbelt allows you to instantly access your accounts, contacts, opportunities, and activities from your mobile device using Microsoft Power Apps. Not only will you have the flexibility to gain full access from wherever you are, but you’ll also enjoy the power to create new entries while saving valuable time by learning the shortest route to your customer’s location. Plus, with a tap of the screen, your default driving map will launch and give you directions right from your mobile device!
To ensure success, we offer several education options and programs, including: Product training on the out-of-the-box capabilities of Dynamics 365 and related technologies through Dynamics 365 University. Process training with a team of experienced Learning Consultants who focus on the specific ways you’ll use Dynamics 365, providing training and materials tailored to your unique internal processes. Change Management services led by certified Change Management Consultants who help organizations navigate their digital transformation journeys.
Now more than ever is it more important for your sales process to be both efficient and simple. Join this webcast to learn how Experlogix CPQ (configure, price, quote) can help businesses streamline quote-to-order processes in Microsoft Dynamics to help them spend less time creating quotes and more time selling.
Did you know Microsoft has released a tool to help with managing compliance for a variety of regulations and standards, like GDPR, NIST, ISO20071, and HIPAA? And even better news, it works with not just Dynamics 365, but also Office 365 and Azure, integrating with your own AD as well. All companies need to worry about securing their data and being compliant with the regulations out there nowadays. In this session, we will show and demo how the Compliance Manager can help.
A Preferred App on Microsoft AppSource - Maplytics™ - is a geo-analytical mapping app for Dynamics 365 CRM/Power Apps users with exclusive features like Territory Management, Radius Search, Truck Routing, Appointment Planner, Optimized Routing, PCF Controls, Census Data, Heat Maps, and much more. Maplytics helps businesses around the world to plot, plan, visualize and analyze Dynamics 365 CRM/Power Apps data on map and offer seamless mapping services.
InoLink is a cloud-based productivity app that provides integration between Dynamics 365 CRM/Power Apps and Intuit QuickBooks. It synchronizes transaction history and aging details from QuickBooks to Dynamics 365 CRM to provide 360-degree view of customer information. With InoLink, users can sync single instance of Dynamics 365 CRM with one or more QuickBooks Company, calculate tax for transactions within Dynamics 365 CRM and send Quotes/Orders/Invoices from Dynamics 365 CRM to QuickBooks.