Tag: CRM partner Chicago

The new year is finally here and it’s time to start diving into those New Year Resolutions! In 2019, we should strive to create a work environment that is as efficient and as consistent as possible. Although Salesforce has been a leading CRM solution for years, there are a few reasons why it may not be the best investment for the future. Microsoft Dynamics 365 is an excellent switch because...

Authored By: John Hinchy We recently received a client request to help with an error for a user tracking to track documents in SharePoint from their Dynamics CRM system. This started as a tricky situation because the error was very generic and did not give a log nor details about why the user could not post a document to their CRM SharePoint site. When setting up SharePoint in CRM there are many...

Authored By: John Hinchy One of the most important features in Microsoft Dynamics 365 Customer Engagement is the ability to use dashboards. These are the visual interpretation of all data used and collected in your Dynamics CRM system. Dashboards are meant to be user friendly, customizable windows that give users the ability to view lots of data quickly at a high level. Whether manager, sales, administrators, or service workers, a well put...

Transitioning your ERP software to the cloud sounds like an easy switch, but, there are a few important steps to take before diving right into the cloud. In order to smoothly transition to the cloud, your organization must be fully aware of the transition that is about to take place. While transitioning your ERP to the cloud, it is important to make security a priority. Continue to make sure your...

Authored by: Don Surma As a user of Dynamics 365, you may have seen notices about switching to the Unified Interface pop up while loading the application. What is the Unified Interface? In short, it is the future of Dynamics 365. It is an alternative user interface to the familiar Web interface we use today. Microsoft wants us to think of each module within Dynamics 365 (CRM) as an app:...

By now, you have probably heard of all the great benefits of implementing a customer resource management (CRM) system like Microsoft Dynamics CRM. It is time to finally take the plunge and implement an automated CRM system that will ultimately benefit your business in the end.  Microsoft Dynamics CRM is a highly sought out ERP system with many features that help businesses maintain strong relationships with customers. Below are three...