Understanding Leads and Opportunities with Dynamics 365 Sales (CRM)

Inside This Article What makes a lead different from an opportunity in Dynamics 365 Sales? How is the qualify action used to convert leads into opportunities? Why do opportunities follow their own business process flow separate from leads? Let’s start off by defining what a “lead” really is. Yes, I know it sounds obvious. For a lot of people out there, it’s not. The key to understanding how to convert leads and whether or not they’re of use to you and your company is understanding the basics. Once you understand the basics of how the data [...]

2025-09-09T14:16:28-07:00April 28th, 2021|

Your Data Belongs in Microsoft Azure. Here are 4 Reasons Why!

A robust hybrid cloud capability, stretching to over 19 regions, including China, and rapid adaptation and adoption of other operating systems and platforms, is just among the few Microsoft azure benefits. Gartner ranks Azure cloud as an industry leader for both platform-as-a-service (PaaS) and infrastructure-as-a-service (IaaS). […]

2025-07-25T08:32:28-07:00March 26th, 2021|

What is the Difference Between Dynamics GP and Dynamics 365 Business Central (BC) Licensing Plans?

You might be looking into Microsoft Dynamics products and you’ve came across the two main ERP products: Dynamics GP and Dynamics 365 Business Central (BC). The two robust ERP solutions can lead your small and medium-sized company through digital transformation, but the question is, which Microsoft Dynamic solution is the right system for your company? […]

2022-08-23T15:07:36-07:00March 17th, 2021|

Guide to Implement Dynamics 365 Business Central Successfully

Congratulations on your decision of a Microsoft Dynamics 365 Business Central (BC) implementation to enhance productivity and streamline operations in your company. This is a huge step into jumpstarting digital transformation! Now that this critical decision is behind you, it’s time to plan and implement this powerful system to realize its greatest potential. Let’s take a look at some critical steps in this process.  […]

2022-05-25T12:38:44-07:00February 26th, 2021|

The Breakdown of Comparing ERPs for Small Businesses

Enterprise resource planning (ERP) software is designed for any company looking to consolidate their management systems for financial, marketing, supply chain, and even HR functions into a single, easy-to-use software. This may sound like something geared towards larger corporations, but in fact can lead to great benefits for smaller companies as well, especially those still growing. […]

2023-05-18T08:35:20-07:00January 27th, 2021|
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