To guarantee that a set of tasks are completed with repeatable activities, there needs to be a system in place for businesses, acting as a guide for all employees to follow. In the October 2018 update, Microsoft released the Playbook tool in Dynamics 365 for Sales and Customer Service. This tool is designed to guide […]
Word Templates were included in Microsoft CRM 2016 version. These out of the box Word templates allow you to pull data from entities into documents but they don’t provide any logic within that data and you can only select data from one level down to that entity. For example, if you wanted to display a […]
As CRM software users, implementers and evangelists, as a team we can’t live without our CRM software. If it’s not in CRM it simply didn’t happen. But take it a step further and move to Covid and lockdown. CRM has enabled our business and our clients’ businesses to be even closer at a time as […]
Microsoft Dynamics 365 Business Central is an integrated enterprise resource planning (ERP) tool with an entry point element of customer relationship management, which enables the important business processes to be managed through one application. It revolutionises the daily running of a business by streamlining and automating procedures. An estimated 400,000+ businesses are using Microsoft Dynamics […]
We’re in the thick of the COVID-19 global pandemic and it’s already claimed many different businesses around the world. A number of these businesses won’t have been far away from collapse anyway and the pandemic is, to coin a phrase, the straw that broke the camel’s back whilst other businesses might have been affected disproportionately […]
To say COVID has had an impact on businesses would be an understatement. Not just small business but large, global corporations have also been badly hit by the global pandemic. In many cases, there might have been no escape but there will be a number of businesses who, had they adapted better to working life […]
It is vital to keep up-to-date and present in the 21st century, allowing your customers to have control over their personal information whenever they want. The new Onboarding Module from eSuite allows for you to put your customers in control of their own details stored within your database. Are they a Mrs. or Ms.? Do […]
Through the Amesto Phone Integration app, you can now easily integrate your telephone system with SuperOffice CRM and let the app lead you directly to the right contact card when the phone rings. By using this CRM phone integration app, it will help to optimise your processes and customer experiences. The benefits of this are: […]
Since mid-December, the customer service teams at Microsoft Dynamics 365 have gained the ability to connect with customers using Facebook Messenger. With an estimated 44.86 million Facebook users in the United Kingdom, many of Dynamics 365 customers will find Facebook messenger highly beneficial as a platform to connect to the software’s customer service team. There […]
