With over 4.3 million businesses using QuickBooks, it is one of the leading and a preferred accounting application for SMBs. Also, according to a study conducted by Forrester polling 2,000 employees that were using Microsoft Dynamics CRM found that ROI, when a system is properly integrated, can exceed a whopping 245%. Businesses also prefer Dynamics… Read More »
We live in a fast-paced digital world. Technology is evolving by the minute and software are updated more frequently than ever! To keep up with the pace, the information related to the software should be updated regularly, organized, and available in one place. We believe that innovation and information are the building blocks of great… Read More »
Every organization has unique needs and preferences for maintaining inventory in the system. Organizations prefer using different applications to fulfill diverse business needs. Many organizations use multiple applications like Intuit QuickBooks and Microsoft Dynamics 365 for their Accounting and Sales Teams. For the Teams, this could mean maintaining accounting information in both the systems independently.… Read More »
CRM is not just about Customer Management anymore it’s now a business management solution integrating all areas of your business. Its no longer on desktop alone it needs anywhere access, any device access, it needs data from all areas at one place. Today we will look beyond CRM, we will visit your accountants’ desk using… Read More »
Businesses maintaining inventory need to make sure their Sales Team has an accurate view of their stock in hand so that they can take up orders and commit deliveries accordingly. Getting the right inventory balances in MS Dynamics CRM can be challenging. An inaccurate inventory may lead to a lot of irregularities across your business… Read More »
Though Dynamics CRM allows for creating Quotes, Orders and Invoices from within CRM it does not provide a true accounting solution that would automatically calculate the tax as well on the transaction. It provides a tax field on the transaction forms but the value has to be manually entered by the users. For organizations that… Read More »
Intuit QuickBooks is one of the most popular accounting packages for the SME segment. There has always been a need to integrate Microsoft Dynamics CRM with the accounting system to avoid duplicity as well as to improve productivity and efficiency by providing the sales people using Dynamics CRM a view of the financial details of… Read More »