Category Archives: Marketing

Microsoft Dynamics 365 Segmentation within Outbound Marketing

The marketing segment is the starting point for many marketing activities, targeting a specific type of audience based on filtered queries. You can easily filter your audience (e.g. Contacts or Leads) based on customer journeys and target them accordingly. Segmentation for Outbound Marketing: According to the client’s business, they may target leads or contacts. Segmentation… Read More »

Never Miss a Beat with Alerts & Notifications in Microsoft Dynamics 365 CRM

To manage customer relationships and sales in real-time, organizations using Microsoft Dynamics 365 CRM need an efficient communication system. Traditional methods like emailing or manually sharing important information can lead to mistakes and delays. Many Dynamics 365 CRM users struggle with not receiving crucial business information promptly. Meet Joe, a Sales Manager at Monroe Tech… Read More »

Webinar: Automate Subscription and Recurring Billing Management in Microsoft Dynamics 365 CRM!

Managing subscription-based businesses can be a complex and time-consuming task. Acquiring a new customer typically costs 5-10 times more than retaining an existing one. Therefore, it’s crucial to prioritize customer retention as it proves to be more cost-effective. The challenges faced by businesses, such as handling recurring payments, invoicing, and maintaining accurate subscriber information, necessitate… Read More »

Mastering Microsoft Dynamics 365 CRM Data Visualization with Map My Relationships: The Complete Guide!

Microsoft Dynamics 365 CRM is a powerful customer relationship management system widely used by businesses to manage customer interactions, streamline sales processes, and enhance customer service. While it offers a range of features and benefits, users often face challenges in navigating through complex record relationships, and improving overall efficiency. In this article, we will examine… Read More »

5 Best Practices to Improve Microsoft Dynamics 365 CRM User Adoption!

Microsoft Dynamics 365 CRM has revolutionized the way organizations manage customer relationships, enabling businesses to streamline processes, enhance productivity, and drive growth. However, the success of your Microsoft Dynamics 365 CRM implementation relies on successful user adoption. Without widespread acceptance and utilization by employees in an organization, the full potential of Microsoft Dynamics 365 CRM… Read More »

Microsoft Power Platform: An Overview of the 2023 Release Wave 1 Plan

Microsoft Power Platform has unveiled its 2023 release wave 1 plan, offering a new era of digital transformation for businesses. The release will bring hundreds of new features to the Power Platform applications, enabling individuals, teams, and organizations to foster a data culture and provide solutions for low and no-code development, advanced governance capabilities, and… Read More »

Configure the Right Subscription-Based Pricing Model for Your Product within Microsoft Dynamics 365 CRM!

Subscription-based pricing models have become increasingly popular among organizations across the globe because they give businesses several benefits, including predictable revenue, increased customer retention, lower customer acquisition costs, ongoing customer feedback, and flexibility. Jack is a salesperson at Briton Tech, a software solutions company. They moved on to the subscription-based business model. To cater to… Read More »

Webinar: The Magic of Gamification in Microsoft Dynamics 365 CRM with Gamifics365!

Organizations across the globe are implementing gamification in their business processes to transform routine chores into something interesting and motivating. According to a recent survey, 90% of employees feel more productive at work with gamification. It’s exciting, isn’t it? So, if you’re looking for solutions to drive high work engagement within your sales team, keep… Read More »