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Latest Learning Articles

Our Estimating System Already Does CRM Work For Us. Why Would We Need an Alternative System?

Our Estimating System Already Does CRM Work. Why Do We Need an Extra System?

Don’t be limited by restrictive systems, find a flexible solution that grows with you.  Your business may use an

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Will the CRM system integrate with our existing systems

Will the CRM System Integrate With our Existing Systems?

Integrations are crucial and Microsoft Dynamics 365 will not hold you back  Some businesses are concerned about integrating their

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We have remote staff. How will they access our CRM system

Can I Access Dynamics 365 Away From the Office?

Keep homeworkers and field staff connected  Many people ask us how their remote, field-based staff and homeworkers can access

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We have lasted 10+ years without CRM, why do we need one now?

We Have Lasted 10+ Years Without CRM, Why Do We Need One Now?

Disconnected systems will hold back your growth and efficiency If your business has been ticking along without a CRM, it’s

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Can we send out and track emails, and build email campaigns with Microsoft Dynamics?

Can We Send Marketing Emails and Build Campaigns with Dynamics?

Using Microsoft Dynamics 365 for email marketing Absolutely, You Can Send and Track Emails with Microsoft Dynamics 365! One of

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Does Microsoft Dynamics Work on Mobile Devices?

Does 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,

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Is Microsoft Dynamics cloud-based?

Is Microsoft Dynamics Cloud-Based?

Get the best of both worlds with easy to access and reliable cloud services  Many people ask if Microsoft

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We are a small business. Is Microsoft Dynamics too big for us?

Is Microsoft Dynamics Too Complex For a Small Team?

Microsoft Dynamics 365 is affordable and scales with you Is Dynamics too complex for us? At our company, we often

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Can we report across all data stored in the system? 

Can We Report Across All Our Data? 

Not all systems give you flexible reporting. Microsoft Dynamics 365 does  One of my favourite questions that people ask

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Where is our data stored? 

Where is Our Dynamics Data Stored? 

Microsoft offers cloud storage that you can trust  Some businesses ask where their data will be stored with a

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