What Dynamics 365 marketing customer orchestration means for your business

2021-11-18T16:05:38-07:00By |

Earlier this summer, Microsoft announced the general availability of a major new update to its Dynamics 365 marketing platform. It introduced several smart new customer orchestration features that we expect will be game changers for how companies connect with leads and accounts. The goal is to support marketers with both the physical and digital customer journey by making engagements more personalized and responsive than ever before. Dynamics 365 marketing customer orchestration was released for general availability in August in the United States, and is currently being rolled out worldwide. Related: Everything you need to know about Dynamics 365 What [...]

Save time with these new Teams and Dynamics 365 features

2021-09-07T14:47:17-06:00By |

Teams and Dynamics 365 just got better. That’s because they work better together than ever before. What do I mean by that? Read on. The power of teamwork Microsoft’s flagship collaboration platform, Teams, hit 145 million daily active users earlier this year. It’s proved an indispensable part of the digital workplace for organizations, throughout the COVID-19 pandemic and beyond. Meanwhile, their ERP and CRM solution Dynamics 365 has long been a favorite due to its powerful capabilities and leading flexibility. There are many reasons why businesses choose Dynamics 365 – including its seamless integration with the rest of Microsoft’s [...]

Avoiding Disaster with Microsoft Dynamics GP

2021-06-09T09:26:25-06:00By |

If we know one thing for sure during this trying time, it is that change is inevitable, and preparation is critical. Advancements in technology have been driving transformation for quite some time now. Yet, it took the onset of a global pandemic to change business models that were no longer effective. You can feel the ripple effect of this change within every business layer, not just revenue, but business operations. With the help of Microsoft Dynamics GP, Microsoft's cloud-based business management solution, companies can grow and evolve rather than crumble under pressure. Microsoft Fighting Disaster on Front Lines Since [...]

Set Your Small Business Up for Tech Success

2020-11-24T14:29:13-07:00By |

When it comes to the technology you use to support and scale your businesses, you can be sure that it will change. The pace of this change in the technology and software industries is accelerating for various reasons. Significant innovations like cloud computing or the impact of economic events are continuously shifting what small businesses to succeed, forcing them into digital transformation. It is no easy feat to set your small business up for tech success, which is why we created this small business IT guide. Asking the Right Questions Technology should be an asset— one that helps you [...]

Technology 101 for Small Business from an IT Professional

2020-09-02T06:14:50-06:00By |

This blog was written by Walter Silin, CEO of Bauen Solutions, addressing questions frequently asked as an IT professional. Let us dive in. As a technology professional, I have been asked many times by friends, colleagues, and customers for software recommendations. Recently, I encountered a prospective client who, among other things, wanted to prepare his company’s technology for expansion to branch offices. The goal was to find software that would allow the company to open new offices quickly and easily. This challenge prompted me to think about what exactly I would do if I were opening an office from [...]

4 Things to Look for in a CRM for Your SMB

2021-09-23T10:31:00-06:00By |

Choosing the correct CRM for your small business is a complicated decision. There are many factors to consider and making the wrong choice can be a costly mistake. Once you have selected a CRM it will become an intricate part of your company’s operations. I have laid out 4 factors that we have found critical to selecting the right CRM for our small business clients. Is it scalable? Small to medium size businesses always should be thinking of the future. Adopting a new CRM can be a daunting process, with the time it takes to train staff and figuring [...]

Know the Difference Between Lead and Contact; CRM by Microsoft Dynamics

2021-12-20T07:30:33-07:00By |

CRM leads vs contacts? There is a piece of software for anything you could imagine. And if what you are looking for is not already out there, you can build one. You may find yourself suffering from decision fatigue by just thinking about the plethora of applications, additions, and features you can choose. We understand this. As the phrase ‘CRM’ may sound like another acronym floating around in the six inches between your ears. But customer relationship management software is how you facilitate cohesion within your business, streamlining the customer lifecycle and creating interagency connections. Let us explore the [...]

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