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Cloud ERP

Dynamics 365 CRM provides Project Management Capabilities

Just ‘how’ does a CRM platform become a project management system? For one thing, and with Microsoft Dynamics 365 CRM, a single, database management system integrated with Office 365, Outlook and Excel, the process is a function of filtering the company’s inbound CRM information. Generally, the data from customer calls into the company, website visits or social media engagement can be analyzed and made available to team members assigned to the project. […]

2026-01-29T16:25:20-08:00June 13th, 2018|
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LinkedIn and Office Integrations for Sales Team within Dynamics 365 EE – Features [Part 4]

The sales paradigm has changed! Sales teams are increasingly empowered with business intelligence tools and analytics solutions. Dynamics 365 Enterprise Edition for Sales is releasing some new features that will allow your team to benefit from a consistent user experience for web, mobile, and clients using the Unified Interface framework and deeper integrations with LinkedIn and Office 365. […]

2026-01-29T16:25:15-08:00May 16th, 2018|
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[Infographic] Is your business outgrowing your accounting software?

  Does my accounting software make my life easier at work? Does it make me work more efficiently and help my business grow? These are some basic questions you should ask yourself right now. You have worked hard to implement your ERP Solution, from the selection to the deployment of the ERP software and even the training of your staff… but you simply are not meeting the original expectations for your ERP solution,  . Tell-tale signs your business is ready for a more comprehensive business management solution: Systems are disconnected and information is siloed  Reporting is complicated and provides insufficient information Manual processes result in duplicate entry and errors Accounting occurs in Excel, not [...]

2026-01-29T16:25:14-08:00May 8th, 2018|
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