We’ve been doing a lot of Dynamics 365 for Sales and Customer Engagement work for clients who are already using Dynamics NAV and Dynamics Business Central lately. Each of these applications provides some form of CRM functionality, but there is a lot of confusion about...
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When You Are a Hammer, Everything Looks Like a Nail
I didn’t always understand that expression. But I do now. Because I’ve come to realize that in life and in work, we commonly make less than optimal decisions based on the hammer/nail paradigm. It’s a matter of perspective, a perspective formed by numerous factors such...
Dynamics 365 View: Accounts with No Activities for 30 Days
An often requested Dynamics 365 feature is to have a view of “past due” accounts, contacts, leads, or cases. By “past due” I mean records that have had no contact for a certain amount of days. There are a number of ways to give your users this capability. ...
C5 Insight Relaunches Its Website
C5 Insight, a leading Microsoft partner and provider of customer and employee engagement consulting services, has relaunched its website.
SharePoint Document Management in 6 Steps
Introducing SharePoint to your company can be overwhelming. A complete SharePoint rollout plan can include: Document Management Sites Forms Workflows Social Collaboration Newsfeeds Applications Business Intelligence …and that’s just getting started! SharePoint:...
Process: The Science of Selling
Sales representatives possess a unique combination of people skills, product knowledge, and persuasive abilities that allow them to connect with prospects, understand their needs, and close deals. However, while these skills are essential for success in sales, getting...
CPQ ROI Calculator
Adopting a configure price quote solution can improve your margins, decrease your quoting time and increase your win rate.
Rate Your CRM
Request your free downloadable copy of Rate Your CRM.
Microsoft Teams Deployment and Governance Guide
Transform your organization’s communication and team collaboration to be more efficient, productive, and engaging with Microsoft Teams.
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