4 Priorities for Your Insurance Business in 2024

Posted on: November 20, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

As we head into 2024, it is important to keep your insurance business on track of its goals. Microsoft Dynamics CRM comes equipped with several features to help your business improve in the new year. In this blog, we will discuss four priorities that your business should focus on this year and how to use Microsoft to achieve them.  1. Digitizing your business with the cloud  Your insurance business can...


Microsoft Dynamics Copilot: an AI Assistant

Posted on: October 10, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

Microsoft just released their latest AI product: Copilot. Microsoft Dynamics 365 Copilot is an AI assistant meant to help every Microsoft user, no matter the industry. The AI will cut tedious tasks down, allowing you to focus more time and energy onto more important parts of your work. In this blog, we will discuss how the AI can support your business and what areas it can help in.  AI and...


Creating a New Entity in Dynamics CRM

Posted on: October 10, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

Dynamics 365 CRM comes equipped with several helpful features for your business to advance your relationship with current clients and grow connections with new ones. Your business can utilize the CRM to track sales within your system, in order to maintain accuracy in your reporting. By creating a new activity entity within your records, your business can customize your CRM dashboard according to your needs. In the video below, a...


Creating a Segment within Microsoft Marketing: Tutorial

Posted on: October 9, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

Insurance and wealth management companies can utilize Microsoft Dynamics 365 CRM in order to find new customers and reach out to present ones. Microsoft Marketing within the CRM allows you to leverage your data to target your intended audience. To do so, your business will create “segments” of your contacts within Microsoft Marketing. One of the best parts of Microsoft Marketing is that your business can create segments using related...


Microsoft Copilot: an AI Assistant to Support You and Your Business

Posted on: October 2, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

Microsoft just released Copilot, their AI generated assistant developed to help Microsoft users throughout their daily tasks. Copilot works both on its own, as its own app, or it is accessible with just a right click of your mouse. This allows you to utilize the AI to assist you within your daily tasks or interact with it directly as a chatbox. Microsoft Copilot is available now- in this blog we...


Dynamics 365 for Insurance Businesses

Posted on: September 20, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

Dynamics 365 is a strong CRM for insurance companies to grow their connections with their clients and ensure great client satisfaction. Insurance companies can harness the power of Dynamics 365 to improve their business relationships and grow their profitability. In this blog, we will discuss the benefits of Dynamics for your insurance business.  Centralized Data Microsoft Dynamics 365 users can access all information on their clients in a single view....


Dynamics Community Summit this October

Posted on: August 20, 2023 | By: Page Wildridge | Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics Manufacturing, Microsoft Dynamics Business Central

This October, Dynamics Community is holding its annual Community Summit in Charlotte, North Carolina. The summit is set to take place from October 15th to the 20th.    The Summit is an excellent opportunity for Microsoft Business Applications users to learn more about products and services. Whether you are interested in switching to Microsoft or looking to find out more information on how to get the most out of your...


Power Pages within Dynamics CRM

Posted on: August 15, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

Microsoft’s Dynamics CRM comes equipped with the “Power Pages” feature. This feature allows your business to create and host external facing company websites. No matter your skill level, you can utilize Power Pages to quickly create, configure, and publish websites. In this blog, we will discuss three of Power Pages’ strong features: creating new websites, the Learn Hub, and Power Page’s Design Studio.  Creating New Websites The Power Pages feature...


Viva Sales in Dynamics 365

Posted on: July 23, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

Microsoft Dynamics recently introduced Viva Sales, an AI- assisted application that transforms the way you interact with your CRM. Each time you interact with a client on Office 365 and Teams, your engagement is captured and updated in customer profiles. Through Viva Sales, your business can improve both your relationships with your clients and your sales capabilities. In this blog, we will discuss how Viva Sales can improve your sales...


Sales in Dynamics 365

Posted on: July 19, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

Dynamics 365 is a powerful tool for your business to boost its sales. Dynamics 365 allows you to build a stronger relationship with your customers and increase your sales. The solution has a variety of features that will help your company improve its relationship with current clients and make strong connections with new ones. In this blog, we will take you through using Dynamics to make the sales journey more...