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6 Keys to a Successful CRM Implementation

6 Keys to a Successful CRM Implementation

by Kristin Caniglia | May 17, 2022 | Digital Transformation, Dynamics 365 implementation, Microsoft Dynamics 365

Our ten years of experience of consulting with companies and implementing Dynamics 365 have shown that there are six keys to a successful CRM implementation. 6 Keys to a successful CRM implementation Choose your ChampionMake a planStart – Get started ASAPExplore...
Dynamics 365 Sales Project Milestones

Dynamics 365 Sales Project Milestones

by Kristin Caniglia | May 3, 2022 | Dynamics 365 implementation

What are project milestones? Project milestones are checkpoints that highlight the successful completion of major tasks or events within your project. Why are project milestones helpful? There are many reasons project milestones are important. Project milestones help:...
In App Notifications in Dynamics 365

In App Notifications in Dynamics 365

by Kristin Caniglia | Apr 19, 2022 | Microsoft Dynamics 365, New Features in Dynamics 365, News and Updates

This blog is part three of four in our series focused on updates to Dynamics 365 and the Power Platform as part of the April 2022 Release 1 Over the years we have all become used to receiving notifications from all the apps we use every day. Whether it is Facebook,...
Teams Integration updates with Dynamics 365 CE

Teams Integration updates with Dynamics 365 CE

by Kristin Caniglia | Apr 14, 2022 | Microsoft Dynamics 365, Microsoft Teams, New Features in Dynamics 365, News and Updates

Microsoft continues to innovate. Among the top new or improved features in the April 2022 release includes a tighter integration with Microsoft Teams. We will discuss the many enhancements in this area in this second part to our series on new features on the 2022...
Easily Create Surveys With Customer Voice

Easily Create Surveys With Customer Voice

by Kristin Caniglia | Apr 6, 2022 | Common Data Service, Customer service, Customer Voice, Microsoft, Office 365

We have updated this blog with the most recent information. When this blog was originally published in 2019, Customer Voice was Microsoft Forms Pro. This blog reflects the changes to the Dynamics 365 and Power Platform universes. Any surveys that were created in...
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