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.
Dynamics App for Outlook
The Dynamics App for Outlook is a very useful and convenient tool for users to be able to sync data from Outlook to Dynamics 365 quickly. Users can create appointments against Contacts, attach emails to Dynamics records, create cases/opportunities and so many other everyday tasks without leaving Outlook.
Many more companies are buying and selling globally nowadays. In the next five to six years global eCommerce sales will almost double what they were just a year ago. Beringer has recognized this trend and added multi currency support in the latest CRM for Distribution update.
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.
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.
When you create records in Microsoft Dynamics 365, a 16 digit unique id, called a GUID, is assigned to the record. If you look at the fields in an entity from a solution, you will see that every entity contains an id field that is a type of Primary Key.
A new feature has been introduced by Microsoft for Dynamics 365 called the Dynamics 365 Relationship Assistant. This tool allows users to be kept up to date on many events happening today. It shows reminders for upcoming activities, displays emails relevant to the customer that may need a response and has many other features.
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.
Are you as excited about AI and the Dynamics 365 October '18 Release as I am? In case you don't know, AI stands for Artificial Intelligence. Some people may also refer to it as machine learning. Humans have natural intelligence but machines do not, despite what you may see in movies.
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.