Why Business Processes Go Bad and How to Improve Them
Your business uses 100s of processes and procedures every day without our even noticing. Things like, how to Respond to enquiries Send an order Invoice
Your business uses 100s of processes and procedures every day without our even noticing. Things like, how to Respond to enquiries Send an order Invoice
Why you need usage statistics for Dynamics 365 Once your CRM is up and running, you’ll want to know your level of user adoption. Are
In the final part of our Better User Adoption series, we look at how to prepare for support requests
In the third part of our Better User Adoption series, we look at how an in-house CRM champion can boost your user adoption rates.
In the second part of our Better User Adoption series, we look at training. Mark talks specifically about how to improve staff training to increase
Starting our Better User Adoption series, we look at how a well executed system leads to better user adoption.
So you’ve invested in a great new business system, but your staff aren’t using it as you’d like. What’s gone wrong? How can you fix
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?
Changing systems is painful, but it’s necessary if you want to grow and streamline your business When considering a new CRM system, you may worry
Getting the right training for you is crucial. Off the shelf training just isn’t good enough. Many customers ask us about the training we provide
The failure rate in CRM projects is high – 6 out of 10 fail within a year How can you make sure you’re in the
Update: This blog refers to Organisational Insights, which has now been replaced by Analytics in the Power Platform Admin centre – find out about this
Successful Customer Relationship Management (CRM) depends on two key things in a business, a deeply embedded culture of the importance of excellent customer relationship management and the right software tools to make this culture a reality in the day to day operations of a business […]
Synchronise your WooCommerce orders with Dynamics 365
Synchronise Shopify orders and customer records with Dynamics 365
Synchronise Magento orders and customers with Dynamics 365
Add and synchronise transactions from Xero to Dynamics.
Synchronise QuickBooks accounting data with Dynamics
Lightening fast quote screen for Dynamics
Integrate any of the leading eSignature suppliers with Dynamics
Let users view and edit data without needing a costly Power Apps Portal
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Integrating Your Ecommerce Store With Dynamics
Many companies operate an online store separately from their CRM / ERP system. As your company grows and sales increase, the admin burden of maintaining
How To Embed Power BI Reports in Dynamics
In our previous post we looked at the built-in reporting options available in Dynamics. These are a great starting point, but you may find that
Reports in Dynamics 365 : An Introduction
A step-by-step guide to running reports in Dynamics This guide will show you how to use simple Microsoft tools to create reports in Dynamics. You’ll
