Reading time: 4 - 8 minutes
Are you working in the Building Materials industry but feel that your current Customer Relationship Management (CRM) system is stopping your business from growing?
Are you struggling to locate customer data and keep track of interactions?
Does your sales team waste time on procedures that could be streamlined? Do you find yourself duplicating opportunities for the same project?
Are you aware of the impact that samples can have on your sales opportunities?
Reading time: 2 - 4 minutes
As a Microsoft Dynamics 365 Power Platform consultant I have lost count of the different Microsoft Dynamics 365 CRM solutions Tecman have delivered where there has been a question over using the Microsoft Outlook app to not only ‘track’ emails from a staff member’s mailbox but also the ability to do this from a shared mailbox. Examples of this might be @Sales/@Customerservice/@service/@info...the list is endless.
Reading time: 2 - 4 minutes
When we build a new Microsoft Dynamics 365 CRM solution, customers coming from an environment that has used lots of email communication can quite rightly become nervous when it comes to removing the requirement for that method of communication. However, there is no need to be worried as, going forward, everything will be stored and managed within Dynamics 365 CRM.
Reading time: 2 - 3 minutes
Microsoft Dynamics 365 Marketing has changed its name to Microsoft Dynamics 365 Customer Insights – Journeys. Whilst not the snappiest of titles, it is bringing some interesting changes to the functionality and direction of the product itself.
Reading time: 6 - 11 minutes
Grab a cuppa, maybe even a biscuit or snack of your choice, you’re going to need a few minutes for this one but it’s important.
Reading time: 3 - 6 minutes
Get a real-life example of how we've helped one customer migrate Marketing List members into Microsoft Dynamics 365 CRM.
Reading time: 2 - 3 minutes
Microsoft Dynamics 365 Business Central and Microsoft Dynamics 365 CRM can individually bring a lot of great functionality, helping improve and streamline business processes. But how well do they integrate with each other? Both being Microsoft products you’d expect seamless integration, however, that hasn’t always been the case. We’ll be exploring what integration challenges we’ve come up against previously and what limitations users could expect, as well as how integration has moved on with more recent software updates.