Migrating From QuickBooks to Microsoft Dynamics 365

You need the right tool for the job. That applies to financial professionals as well as craftsmen. For the professional accountant or billing specialist, those tools come in the form of software solutions. There are numerous accounting-specific software platforms available which are ideally suited to small business owners. But when it comes to high-volume, large scale business these “weak” alternatives just don’t cut it. […]

2022-10-12T12:58:15-07:00June 16th, 2021|

Why the Health Care Industry Approves Microsoft Dynamics 365

A consumer, such as the health care industry, often needs to get the best Microsoft Dynamics partner to make the most of the purchase and receive prompt and right support while using Microsoft products and services. It would be best if they had a Dynamics partner who will stand with you all the steps of the way as they understand the software and health care needs. A Dynamics 365 partner helps Microsoft to resell and support customers who use the Microsoft 365 suite. So why should the health care industry get a Dynamics 365 partner? […]

2022-05-25T12:36:34-07:00June 11th, 2021|

Embrace Modernization and Stop Losing your Clients, Reputation, and Market share

Time marches steadily onward. With time comes change. In order to maintain parity with the competition, it’s necessary to adapt your business practices to the technology of the day. Otherwise, you risk losing your clients, reputation, and market share. In the current economic climate, embracing digital solutions has become a necessity. According to Statista, worldwide spending on digital transformation efforts topped $1.3 trillion last year. Companies worldwide have embraced the “sink or swim” ethos when it comes to updating their ERP and CRM systems.  […]

2022-08-16T12:51:27-07:00May 27th, 2021|

How a Small Businesses Can Grow with Microsoft Azure

Azure offers cloud-based solutions for Fortune 500 companies. Although accurate data is scarce, 9 in 10 Fortune 500 companies prefer the services of Microsoft Azure. Microsoft has heavily invested in customer service, reliability, and quality so that it can gain a greater market share. Even if the strategy has produced exemplary results for major corporations, Azure can help small firms, too. […]

2022-10-24T10:13:29-07:00May 17th, 2021|

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|
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