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Showing posts with the label Dynamics 365 Experts

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

Dynamics 365: Relationship Insights Driven By Business Intelligence

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Developing personalized, productive relationships with customers and prospects is a top priority for every organization. To help, one of Microsoft’s goals with  Dynamics 365  is to merge an organization’s data and communications into a single stream of actionable intelligence that makes managing relationships across multiple systems (email, social networks, file shares, support ticketing systems, etc.) obsolete. That feature in Dynamics 365 is called Relationship Insights, and today we’re going to examine exactly how it works.   Overview of Dynamics 365 Relationship Insights Relationship Insights’ goal is to make it easy for your users to take the right action, with the right customer, at the right time. It does so by using the predictive analytics contained in Microsoft’s Power BI tools and the Cortana artificial intelligence platform to review all the data in systems such as Exchange, Office 365, your Dynamics 365 installation and provide a single view of t...

How Users Can Take Dynamics 365 On-the-Go with Mobile Devices

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One of the best features of  Dynamics 365  is its portability. With administrator support, users can access work from anywhere with smartphone and tablet options, making it an ideal platform for an increasingly mobile world. The Advantages of the Dynamics 365 Mobile Platform Today’s employees are connected, working in offices, on job sites, from home, and on the road. By implementing the Dynamics 365 mobile platform, users have the ability to do their work wherever they need to be. This is particularly important for people in the following situations:     Sales professionals who need the ability to create quotes or proposals during off-site client meetings     Remote workers who need access from their preferred devices     Employees who travel frequently for business and need to check in from smartphones or tablets on the road     Executives who need to stay connected at all times Read More