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CRM for Distribution: Sales History

CRM for Distribution: Sales History

CRM for Distribution allows you to combine ERP sales data inside of your CRM system, available for your sales team to access on demand making that data actionable from a Sales, Marketing and Customer Service perspective. Imagine how much more powerful your Account Management experience can be with this data at your fingertips.

Building a Custom Business App in Microsoft Dynamics 365 Using PowerApps

Building a Custom Business App in Microsoft Dynamics 365 Using PowerApps

In this blog, I'm going to show you how simple it is to configure a custom business app in Microsoft Dynamics 365 using PowerApps. That's right, custom app and configuration! There are a few pre-requisites and assumptions before we proceed:

You must have System Administrator or System Customizer security roles in Dynamics 365.
While PowerApps is available in earlier versions of Microsoft CRM, this blog will focus on using the Dynamics 365 Online platform.

Dynamics 365 User Adoption: Business Process Flows for the Win!

Dynamics 365 User Adoption: Business Process Flows for the Win!

Business Process Flows allow you to translate your organization's Service & Sales Processes into simple steps for end users to follow. If you don’t have a process, work with managers to define one! (If you find yourself starting here, remember to include your End Users throughout this entire process - not just management!) Use drag & drop functionality to customize your organization’s process in a simple, easy-to-follow way.

Dynamics 365 User Adoption: Why aren’t they using it?

Dynamics 365 User Adoption: Why aren’t they using it?

There is most likely a pain point that your users have in their daily job (which is often times NOT in CRM). Your challenge, should you choose to accept it, is to find that pain and use technology (CRM!) to automate it! There are a number of ways to accomplish this and increase user adoption at your organization:

Job shadow (great for Customer Service Reps & Inside Sales Reps)
Ride along (Salespeople)
Look for manual Excel reporting they are providing to their manager

Spending the time with your end users to really understand why they are not using CRM can pay huge dividends in user adoption.