How to Connect Dynamics 365 Financials & Dynamics 365 CRM
Dynamics 365 for Financials has emerged as a solid SaaS (Software as a Service) offering to manage financials with basic accounting and sub-ledger functionality; it
July 13, 2017
Tag: Sales
Utilize the Dynamics GP PSTL Part IV: Sales Tools
This is Part IV from my previous blogs on utilizing the Dynamics GP PSTL. The three previous blogs addressed the System, Financial, and Purchasing sections
May 25, 2017
Unknown Unsaved Changes in Dynamics CRM
After a recent solution migration from test to production, I started to encounter a strange issue that appeared to be at random. When navigating to
April 4, 2017
Supercharge Your Dynamics GP Dashboards & Reports with Power BI
During my last blog post, I walked you through creating a financial dashboard using Power BI with Dynamics GP data. I have created additional measures
March 14, 2017
You Ask, GP Delivers – Highlighting the Popular New Features of GP 2016 R2
With year-end procedures in full gear, Microsoft has released Dynamics GP 2016 R2, the latest in the Dynamics GP series. This year, they’ve done something
January 10, 2017
CRM Systems – More than just a Sales Force Automation Tool.
Much of the information we read and view about CRM systems are focused on its benefits for sales and marketing personnel. The benefits that CRM
January 6, 2017
3 tips for online sellers about drop shipping and sales taxes
Repost from Avalara Drop shipping can be a big boon for online sellers, especially small businesses that don’t have the funds or space to stock up
November 10, 2016
BYOD- Bring Your Own Device
Businesses are constantly seeking creative ways to maximize capital and decrease operating expenses. One tactic that is catching momentum is requiring or allowing employees to
August 11, 2016
Tackling the Year: A Jumpstart to Taking Control of Your Leads
The holiday season has come and gone, and with that many people have hit the ground running to start off the New Year. Phones are buzzing, emails are out of control, and vacations have come to a close. It’s also that time of the year where everyone has made their New Year’s Resolution, both at work and in their personal life. Not to mention, if you work in a calendar year rather than a fiscal year, your sales and marketing goals have been set and you are ready to hit them.
January 13, 2016
How to Utilize Dynamics CRM: Five Tricks for a New Salesperson
Joining a new company is always exciting: new people, new opportunities, and new systems to learn.I have the opportunity to learn Microsoft Dynamics CRM, a new CRM software that we sell, and because of my entrepreneurial background, to see it through two lenses: one of a user trying to learn a new system and one as a salesperson utilizing a new tool to sell more efficiently.
January 8, 2016
