Category Archives: Marketing

QuickBooks Online + Microsoft Dynamics 365 CRM – Sync Accounting & Sales Data effortlessly!

Most small and medium organizations across the globe prefer Microsoft Dynamics 365 CRM Online and Intuit QuickBooks Online for managing their customer relationships and accounting processes. And because of this, there is constant juggling between QuickBooks Online and Dynamics 365 CRM to ensure accounting and sales data integrity as both are interdependent on each other.… Read More »

Synchronize Dynamics 365 CRM Security Model in SharePoint along with a modern document management system!

Microsoft Dynamics 365 CRM’s primary role is to manage customer relationships. And because of the document management capabilities of SharePoint, Microsoft Dynamics 365 CRM and SharePoint are often used together. Even though they both have their own advanced security models, they differ a lot. This is why out-of-the-box integration from Microsoft doesn’t sync Dynamics 365… Read More »

Sales Force Automation within Microsoft Dynamics 365 CRM – Increase Conversions & ROI

The future of business all around the world is changing at a rapid pace. And because of disruptions by new technologies every now and then, organizations face challenges to adapt quickly. One of the key aspects of this change is Automation, which lies at the core of digital transformation. As per stats, 61% of businesses… Read More »

Microsoft Dynamics 365 CRM Gamification – It’s back in a new Avatar!

Employee engagement and motivation are key to any organization’s success. Enthusiastic employees, eager to show their skills, commitment, and energy take the organization to the next level. Even statistics suggest that as much as 21% of companies with a highly engaged workforce are more profitable. With proper workplace motivation, highly engaged teams experience 41% less… Read More »

Webinar: Business insights with SaaS metrics, subscription management, and recurring billing automation right within Dynamics 365 CRM!

All small, medium, and large enterprises, involved in the SaaS business model have more complex finances as compared to traditional businesses. And because of this, SaaS metrics such as MRR, ARR, ARPU, Churn Rate, CLTV, etc. are important to analyze business health and find out the key factors that drive SaaS performance. So, is there… Read More »