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Showing posts from January, 2018

Dynamics 365 Managed Services

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As business patterns change, business processes need to grow and evolve. Businesses must have a continuous strategy to build apps, automate workflows, and bring additional data insight into your business.  Managed Services  does all of this without the hassles of frequent proposals, approvals, POs and change processes. When you work with us: Save time: Get the work done efficiently Save money: Avoid paying a consultant to learn on the job Get a faster ROI: Avoid disruptive deployment delays Maximize value: Get the most benefits from your system Take Experts Advice 

Dynamics 365 Migrations and Integrations

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Data migration and integration includes anything from sales figures to customer profile information - ensuring that duplicate data entries are eliminated and that you receive a holistic view of cross-linked data across multiple applications. We have the knowledge and experience necessary to deliver a seamless transition. Migrations are linked with enhancements and better user experience. We use these 4 basic recommendations to customers: Start with what you need Focus on optimizing productivity Infuse intelligence into process definition Get user buy-in and implement adoption strategies Automate Your Business Now

Five Questions to Ask your Microsoft Dynamics CRM Provider

Microsoft Dynamics CRM can often create headaches for even the savviest of IT professionals, regardless of whether your CRM installation is on-premise or online. As with any external relationship, due diligence in vendor selection will eliminate many of the issues that can arise with a Dynamics CRM instance before they occur. Here are five critical questions to ask your potential  Dynamics CRM  providers to ensure a headache-free installation and an effective working relationship: What is Your Dynamics Support Response Time? Twenty four hours can feel like an eternity when faced with a deadline. Sales teams need CRM data to help close deals, finance teams use Dynamics instances to track overdue contracts, and account managers rely on Dynamics CRM to help ensure the health and satisfaction of their customers. If a CRM provider is unable to respond to requests or cases in a timely fashion, you may find that your Microsoft Dynamics CRM is being under-utilized (i.e. a resource wasted

3 Ways IOTAP Helps Clients Deliver Amazing Customer Service with Dynamics CRM

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CRM is perfectly named for what it does: help companies deliver customer relationship management. But if you know anything about CRMs you’ll know that there are hundreds of potential tools on the market, making it difficult to choose the right one in this era of increasing digital transformation. Today, we’ll help make your CRM software choice easy by sharing three ways in which Microsoft Dynamics CRM makes delighting customers possible. At IOTAP, our focus is on helping businesses connect, communicate and collaborate with their customers. What that means is that we customize Microsoft’s CRM solutions to help you amaze your customers and help your business take the next step in its digital transformation. Below, we’ve captured three of our favorite CRM examples. If you’d like to learn more, please  download our e-book about case studies of successful CRM systems . How Can Microsoft Dynamics CRM Help You? If you’d like to learn more about how Dynamics CRM can help your org