Tag: microsoft crm

Microsoft’s Power Automate is an automation tool that provides various methods of reducing wasted time on repetitive processes. While Power Automate’s usage casts a wide net across most Microsoft Products (such as SharePoint and Microsoft Teams), its automation tools can provide a massive benefit in efficiency and productivity within Microsoft CRM. Below are ways that Power Automate can boost user efficiency. Streamlined CRM Data Integration: Power Automate enables easy data...

As technology continues to change the way we work, insurance is one of the many industries that has seen a massive impact from these new influxes of technology. The insurance industry as a whole relies on the consumption of large amounts of data. Through data from historical data resources or even FitBit devices, insurance companies are able to manage and assign risk, determine best policies and other crucial decisions regarding...

The relationship between data and the insurance industry can be more than complex. Being able to manage, control and secure data in a valuable way that still meets all security and regulatory requirements leads to numerous challenges. For example, keeping up with new requirements while maintaining compliance with previous regulations can be time-consuming and expensive without the right knowledge or tools in place. And with the impact of the COVID-19...

Many of our clients spend a lot of time filing through thousands of records on Microsoft CRM to find the information they’re looking for. They also have trouble keeping track of individual tasks or action items when working in big, long-term projects with multiple team members. This wastes time and energy when tasks can’t be prioritized or completed efficiently to move your projects forward.  A great solution to this problem...