This infographic highlights five tell-tale signs that demonstrate when a business has outgrown its accounting software. For example, siloed systems, complicated reporting, and duplicate entries are just a few of the symptoms to watch out for. What’s more, learn how to grow beyond the limits of accounting software and how to start a free trial!…
Over the past few weeks I have been learning more about some of the functions of Microsoft Dynamics 365. One that I found a particular interest in is the Voice of the Customer application. It allows you to create surveys right within the Dynamics solution. This is not one of your everyday sections like Sales…
After purchasing Microsoft Dynamics 365, it is very common to want to bring in data previously stored elsewhere. Recently I completed my first data import into Microsoft Dynamics 365 from an Excel spreadsheet. The most important aspect of a successful and useful data import is to have clean data. Clean data generates good data. Messy…
The thought of learning a CRM system can be daunting. I recently have undergone this process when starting a new position at Total CRM and learning Microsoft Dynamics 365 Online. A whole new world with virtually limitless functions, it can be very hard to know where to start. I am going to share with you…