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Microsoft Dynamics 365, InsideView and Predict – What you need to know!

Microsoft Dynamics 365, InsideView and Predict – What you need to know!

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 Webinar

CRM for Distribution Webinar

CRM for Distribution Powered by Microsoft Dynamics 365
CRM for Distribution is a Microsoft Certified Solution that is built specifically for Wholesale Distributors and based upon the industry leading Microsoft Dynamics 365/CRM platform. This solution was built from the ground up to enable Wholesale Distributors to market more effectively, expertly manage their sales process and provide world-class customer service.

CRM for Distribution: Cost to Serve

CRM for Distribution: Cost to Serve

Looking at sales figures can be very exciting, especially when they are going up. It's fairly easy to get a good idea of how much revenue you are earning from your customers by looking at your sales figures. But what about that customer's overhead? How much are your customers costing you? How do you figure out the cost to serve your customers? Some customers can be a bit more needy than others.

Six Steps for a Successful Data Migration

Six Steps for a Successful Data Migration

Stuck on a Dying Platform?
Cloud computing is a very compelling choice when organizations are faced with the decision on what to do with their outdated, unsupported on-premise system. I talk with various organizations who are stuck on these platforms, and don't want to incur the large costs of upgrading and supporting another on-premise platform.

Do You Import Data into Dynamics 365 from Excel? Are You Running Out of Storage?

Do You Import Data into Dynamics 365 from Excel? Are You Running Out of Storage?

Importing data into Dynamics 365 from Excel can be a beautiful thing. It can be used for smaller implementations where you have a well managed, small data set. It can also be used to import data to supplement and enrich your existing data. The process can seem a bit cumbersome to set up your data maps, but once you set them up you can use them again if you save them.