Many organizations launch a robust CRM system only to find it fail in one area: User Adoption. You can build the best CRM system possible - but if nobody uses it, all of the customizations, configurations, workflows, data connections, sync between ERP and any other fancy plug-ins all go unused and CRM is deemed a failure.
ClickDimensions is a marketing automation software solution for Dynamics 365. This blog will review the different components of a Campaign Automation in ClickDimensions and provide a few best practices.
Your Campaign Automation consists of two parts: the Canvas and the Automation Elements Sidebar.
This is my 3rd blog in my 12 part series that talks about Microsoft Dynamics 365 Best Practices. My first blog focused on defining the term "Best Practice" in relation to Dynamics 365. This blog focuses on Dynamics 365 Solutions and Patches Best Practices.
In today’s economic climate, selling products and services is more challenging than ever before. Competition is fierce and customers are demanding more value from every purchase. Your sales team needs the best tools in the industry. To better equip your employees, the CRM for Distribution solution from Beringer can help you stay ahead of the competition.
One of the great things about Microsoft Dynamics 365 is that it can be configured to meet YOUR company's needs. How are you configuring your Dynamics system?
Do you struggle with choosing the proper type of component to use when configuring your Dynamics 365 system? Do you often ask "What is the best way to do this" or “What is the right way to do this”? Do you have a "go-to method" that you use because it's "what you know"?
In this webinar, we will discuss different business scenarios and explain when and why to use Business Rules vs JavaScript vs Workflows vs Custom Code for each.
This is my 2nd blog in my 12 part series that talks about Dynamics 365 Best Practices. My first blog focused on defining the term "Best Practice" in relation to Dynamics 365. This blog focuses on Dynamics 365 Organizations Best Practices. All future blogs, will focus on Best Practices surrounding different configuration topics relating to Dynamics 365.
Congratulations on your choice to use Microsoft Dynamics 365. You have purchased a Production instance.
The Microsoft Dynamics 365 Release Notes for the April 2019 release have arrived - CRM nerds rejoice! The Business Applications April 2019 release bring some enhancements and updates to the Dynamics 365 platform which promise to deliver significant capabilities to transform your business.
Dynamics 365 Best Practices
One of the great features of Dynamics 365 is that you can easily configure the system to meet your needs. Creating new entities, fields, and views can be done through the current interface and without the need to have development knowledge and write code.
Over the past few years, many organizations have come to rely on InsideView and Predict integrated with their Microsoft Dynamics 365 Online applications. With no additional charge for either solution, companies have been able to enhance lead generation, marketing efforts, industry knowledge and predictive modeling in addition to all of the other out of the box value that Dynamics brings to the table.
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.