• Why you shouldn’t delay tech upgrades amidst economic slowdown

    By Allie on June 23, 2020

      The coronavirus crisis has forced businesses of all sizes and all types to make some extremely difficult decisions. Because of the economic shutdowns and resulting economic slowdowns many of these hard choices have been financial in nature, as c …

  • CRM versus ERP: What are the differences?

    By Allie on May 26, 2020

    It’s pretty incredible to think that there are at least 5 million businesses in the U.S. alone, yet virtually every one of them is unique in its own way. However, there are a few things that organizations have in common. One of those shared goals is th …

  • Why migrating to Microsoft Dynamics 365 from Salesforce is a smart move

    By Allie on March 26, 2020

    If small and medium-sized businesses (SMB) are the lifeblood of the U.S. economy, customers serve as SMBs’ sustenance: without them, survival is virtually impossible.   The sales process these days is about so much more than dollars and cents. It’ …

  • What Is Dynamics 365?

    By Allie on March 6, 2020

    From providing superior customer service to staying on top of operational costs, running a business is a contact sport. The decisions made, which inform your management style, ultimately determine whether you win or lose. But what if you had the busine …

  • What You Can Expect From Wave 2 of Microsoft Dynamics 365

    By Allie on September 4, 2019

    It’s that time of year again. Summer, the season that yields peaches, picnics and picture-perfect sunsets, is nearing its conclusion. You knew it was coming and it still doesn’t make it any easier to see it go. However, fall – filled with fairs, foliag …

  • How Dynamics 365 can help your field service team thrive

    By Allie on August 13, 2019

    The word “transformation” may be used a bit too loosely when it comes to the manner in which cutting-edge digital technology has affected life as we know it, but it’s an apt term for many industries. Field service is most certainly no exception. When a …

  • Microsoft Dynamics 365 Reporting Options

    By Allie on May 17, 2018

    There are many ways to report on information in Microsoft Dynamics 365 depending on the business requirements of the data consumers. The two main Microsoft tools for custom reporting with Microsoft Dynamics 365 are Microsoft SQL Server Reporting Servic …

  • Bolstering internal processes with Microsoft Flow

    By Ken Jacobsen on November 16, 2017

    In April last year, Microsoft introduced a new product designed to facilitate automated workflow development in the age of the digital enterprise. The Software-as-a-Service offering, called Microsoft Flow, allows businesses to create complex workflows …

  • What is Microsoft Social Engagement?

    By Ken Jacobsen on October 3, 2017

    Microsoft Dynamics 365 is a unique platform that gives you the power of business intelligence from Cortana Intelligence across combined customer relationship management and enterprise resource planning solutions platforms. This powerful system allows m …

  • 4 reasons your small business needs to immediately adopt a CRM solution

    By Ken Jacobsen on August 8, 2017

    Small business owners need all the help they can get. And that’s not because they’re incapable of running a successful business. Anything but! The issue is they often have their hands in a number of different projects, which can hinder their ability to …