Category Archives: Marketing

Webinar – Free Dynamics 365 CRM Space, Manage Attachments, Ensure data security in SharePoint and much more with SharePoint Security Sync & Attach2Dynamics!

More than 80% of business professionals believe that outdated ways of managing Dynamics 365 CRM documents hampers productivity. Hence, it is right to say that with changing times we should introduce new smart ways to enhance one’s productivity. This is how we progress and prosper. So, get ready to learn more about new smart ways… Read More »

Create custom SharePoint library structure within Dynamics 365 CRM and maintain documents/attachments with ease!

Document/attachment management is the necessity of the day. And for our Dynamics 365 CRM friends, SharePoint Security Sync is the apt app for this.  A preferred app on Microsoft AppSource, SharePoint Security Sync is a comprehensive solution which integrates Dynamics 365 CRM with SharePoint and provides secure access to confidential documents stored in SharePoint. And… Read More »

3 Best Practices for Increasing your Lead Conversion Rates – Lead Assignment and Distribution Automation in Dynamics 365 CRM is what you need!

Most of you would be well acquainted with our popular assignment automation app for Dynamics 365 CRM – Lead Assignment and Distribution Automation. Already a Preferred app on Microsoft AppSource, Lead Assignment and Distribution Automation is a productivity app that automates the allocation or distribution of Leads (or any other entity records) recorded in Dynamics… Read More »

Webinar: Smartly Manage Subscriptions, Recurring Billing & Tax Calculations with our new Subscription and Recurring Billing Management App!

Facing difficulties in managing huge number of subscriptions in your CRM? Then get ready for an exciting session on our new billing app for Dynamics 365 CRM – Subscription and Recurring Billing Management which will help you manage subscriptions, streamline billing processes and automate tax calculations within Dynamics 365 CRM. Want to know how it… Read More »

Maps Integration now within Dynamics 365 CRM, Power Apps and new Sales Mobile Apps – Boost Your Field Service Team’s Productivity!

One thing that sales team all across the world has in common is the need and use of a powerful customer relationship management software. Tracking relationships, follow-ups and reminders, mapping sales pipeline, etc., were done in a traditional way using desktops. But the sales team once in the field, gets disconnected from their Dynamics 365… Read More »

Infographic: How to automate subscriptions, recurring billing processes, tax calculations within Dynamics 365 CRM

Managing subscriptions and recurring billing processes within Dynamics 365 CRM is no mean feat. And in the coming years, it is estimated that more than 50% of software revenue will be generated from subscription model. In such situation, wouldn’t it be smart to automate all these processes which are now done manually? If you think… Read More »

Bridge gap between Mailchimp & Dynamics 365 CRM data with our New Marketing4Dynamics integration app!

In business, Sales & Marketing always go hand in hand. So, if you want to enhance your Sales & Marketing team productivity, then the first step is to collate data from both departments on a single platform. And now with the launch of our latest integration app – Marketing4Dynamics – you can now easily integrate… Read More »