Power BI and Dynamics are both Microsoft products and are a great way of providing useful business intelligence Does Microsoft Dynamics 365 integrate with Microsoft Power BI? The short answer […]
Read MoreYour Questions
You ask, we answer
Will We Have To Pay For Additional Reports?
There’s no need to pay for reports, but sometimes it’s better to ask your supplier to help. When you invest in a new business system, you may be concerned about […]
Read MoreWe Already Use Office 365, Can We Start Using Dynamics?
If you already have Office 365 then it’s easy to get going with Dynamics 365 If your business already uses Microsoft Office 365, you may be wondering if you can […]
Read MoreDoes Microsoft Dynamics Link With Xero?
It’s great to have all your data in one place – connecting Xero and Microsoft Dynamics 365 helps that to happen. Does Microsoft Dynamics integrate with Xero? This is […]
Read MoreDoes Microsoft Dynamics Link With Sage 50 Professional?
So many of you use Sage for Accounting that it’s important that a business system can integrate with it Yes, Microsoft Dynamics does integrate with Sage 50 Professional. For […]
Read MoreI’ve Heard That A Lot Of CRM Projects Fail, Why Is This?
Why CRM projects fail and how to stop it happening in the future You may have heard about failed CRM projects. Why does this happen? There are often many reasons […]
Read MoreCan I See A Demonstration Of The System, I Want To Know What I’m Getting?
We think it’s crucial to explore your potential business system so you know what exactly you’re getting for your money When people are looking for a new business system, they […]
Read MoreCan We Make Changes to the CRM System After Going Live?
We like you to change your system as your company changes. Can changes be made to the CRM system while you are live and using it? Yes. In fact, we […]
Read MoreDoes Microsoft Dynamics 365 Work With Outlook?
If you want seamless integration between your CRM and Microsoft Outlook, there’s only one choice. Microsoft Dynamics works seamlessly with Microsoft Outlook, because they are both products supported by Microsoft […]
Read MoreOur Estimating System Already Does CRM Work For us. Why Would We Need an Alternative System?
Don’t be limited by restrictive systems, find a flexible solution that grows with you. Your business may use an estimating system to do some CRM work for you. Why […]
Read MoreWill the CRM System Integrate With our Existing Systems?
Integrations are crucial and Microsoft 365 will not hold you back Some businesses are concerned about integrating their CRM systems, such as Microsoft Dynamics 365, with their existing systems. […]
Read MoreWe Have Remote Staff. How Will They Access Our CRM system?
Keep field staff connected Many people ask us how their remote, field-based staff could access their CRM system. This is a key question because Microsoft Dynamics 365 is a […]
Read MoreWe Have Lasted 10+ Years Without CRM, Why Do We Need One Now?
Disconnected and disparate systems will hold back your growth and efficiency Some businesses have existed for over 10 years without ever using a CRM, and wonder why they would need […]
Read MoreCan We Send Out and Track Emails, and Build Email Campaigns with Microsoft Dynamics?
Using Microsoft Dynamics 365 for email marketing When customers ask us about email functionality in Microsoft Dynamics, I love answering that yes, you can send and track emails, as well […]
Read MoreDoes Microsoft Dynamics Work on Mobile Devices?
Keep on top of business wherever you are Does Microsoft Dynamics work on mobile phones or tablet devices? Yes, it absolutely does. Microsoft Dynamics 365 offers a dedicated mobile […]
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