4 Key Metrics to Measure Microsoft Dynamics 365 CRM Adoption: Improve User Engagement and ROI

Microsoft Dynamics 365 CRM has a proven track record when it comes to improving an organization’s workflows, improving revenue and making a company successful. But, effective CRM implementation is also extremely difficult because of which several organizations adapt User Adoption Monitor – an Microsoft AppSource preferred solution to monitor their CRM metrics and improve ROI.… Read More »

#BetterTogether – Microsoft Dynamics 365 CRM & Business Process Playbook for Improved Customer Engagement!

Stellar Solutions is a Fintech company based in San Francisco that aims to create a common financial platform using blockchain technology. The company offers a decentralized system that allows people to send, save, and receive money across different currencies and borders. Stellar Solutions had renowned for providing exceptional customer service, but as their customer base… Read More »

Strategies for Success in Dynamics 365 CRM Offshore Development: Navigating Cultural and Operational Complexity!

Microsoft Dynamics 365 CRM offers a plethora of robust features and capabilities, making it a highly sought-after solution for businesses aiming to enhance their customer relationship management processes. Dynamics 365 offshore development services can be a great way to leverage the benefits of this platform while reducing costs, gaining access to a wider talent pool,… Read More »

Workflow Automation in Dynamics 365 CRM: Triggering Actions on Email Send and Receive Events

Introduction Recently, we were working on a customer requirement that required us to handle two specific scenarios: creating a phone call activity when an email is sent and creating an appointment upon receiving an email. We tried two approaches to meet this requirement. The first approach was to create a single workflow called “SendReceivedEmail” that… Read More »

Inogic vs. Native D365 CRM: Who Offers the Best Lead Assignment Solution?

In the world of customer relationship management (CRM), Microsoft Dynamics 365 CRM stands out as a powerful tool that helps organizations manage their leads and cases efficiently. One crucial aspect of CRM is effective lead assignment and distribution to ensure prompt and efficient follow-up with potential customers. Both native lead assignments and Inogic’s Lead Assignment… Read More »