CRM is essential for an effective sales process. It helps businesses streamline workflow, maintain data quality, boost sales productivity and performance, eliminate manual tasks, etc. But to get the most out of your CRM investment, it is essential to ensure high levels of Dynamics 365 user adoption. But did you know that low user adoption… Read More: CRM User Adoption Simplified: A Guide to Use Dynamics 365’s… »
Duplicate data is one of the most common challenges in Microsoft Dynamics 365 CRM. When multiple records exist for the same customer, teams work with inconsistent information, reports become inaccurate, and customer insights suffer. Studies show that 15–30% of CRM records may contain duplicate entries, directly affecting CRM data accuracy, reporting, and customer insights. To… Read More: Duplicate Data Management in Dynamics 365 CRM: Native Duplicate Detection… »
Two Maplytics enthusiasts, Lisa and Nina, were sitting in a café discussing the new features of the Fall 2023 Release. “I understand you’re a fan of Maplytics,” Nina said, taking a sip of her coffee. “But I don’t understand why you’re so excited about this release. It’s just the Fall 2023 Release, like every year.”… Read More: Maplytics Fall 2023 Release: Secrets to Skyrocket Your Field Sales »
Businesses using Microsoft Dynamics 365 CRM still rely on conventional channels like emails, which can lead to delays in passing time-sensitive, important business updates to stakeholders or miscommunication that can put businesses at risk or even result in monetary losses. According to a survey of 400 companies, communication delays cost each company $62.4 million per… Read More: Webinar: Real-time Push Notifications in Microsoft Dynamics 365 CRM! »
To err is human, which is why one of the top causes of inaccuracy in Dynamics 365 CRM data is human error – from typos and spelling mistakes to entering data into the wrong fields, importing wrong data and, so on. Surprised? So, here are some interesting figures that you ought to know. In… Read More: Undo Changes and Restore Deleted Dynamics 365 CRM Data in… »
In our last blog we covered some prominent features of User Adoption while in this blog we will focus on some of its powerful features and how a combination of your Dynamics CRM with User Adoption Monitor for activity tracking can help your business presence grow! We know that in the emerging trends of today’s… Read More: Powerful features of User Adoption Monitor within Dynamics 365 CRM… »
Microsoft Dynamics 365 CRM is a powerful application that can significantly improve the productivity of an organization. To realize the true potential of the application, it is essential to know how the users are adopting Dynamics 365. The first step to improve user adoption of the application is to educate the users about the benefits… Read More: Monitor User Activity in Dynamics 365 CRM on a Daily,… »
Microsoft Dynamics 365 CRM users often work with reports for analysis purposes. A standard operation implemented for reports is exporting them to send them to customers or attach them to the record for future reference. This can be a time-consuming manual process, and hence users look for ways to expedite this process. For instance, a… Read More: Export, Email or Attach to Note – One click solution… »