Dynamics 365 (CRM)

CRM (Customer Relationship Management) is a customer relationship management software that helps boost your sales, centralize your data, automate your marketing campaigns, prioritize your tasks and improve your customer service. By gathering your data together and interacting with it in a centralized system, your team benefits from an excellent overview of the situation.

As a sales person, you have a goal to achieve and KPIs that you need to track. Why not gather them and create a top sales dashboard in Microsoft Dynamics 365? All the data is there, you simply need to put it together. Here’s a comprehensive guide on how to create a top sales dashboard that will help you keep track of everything you need to reach your objectives in Microsoft Dynamics 365.

Microsoft Dynamics 365 is getting a slew of new updates and features in the first wave of 2023. This release will help you do your job better as a salesperson, marketer, field service technician, accounting specialist or SMB owner. Early access to this release will be available to test on January 30, 2023, and production deployment will begin on April 1st.

When choosing your new CRM/ERP system, be sure to define your objectives, document your processes and target your priority requirements.

Discover five tips for effective end-user training - a key factor for successful CRM/ERP implementation

At Gestisoft, we have no choice but to start leading change because innovation and digital transformation are not feasible without an effective change management process. Sure, your CRM or ERP will work just fine without a change management strategy; however, the solution is likely to be underutilized, disliked, avoided and then abandoned at the organizational level.

Microsoft Outlook is a powerful tool that is capable of so much more than just emailing and scheduling. Learn more about its usefulness for managing your sales pipeline.

Microsoft Teams is a powerful tool for facilitating communication and collaboration. It can also help you manage your sales with the right integrations.

Sales processes are made up of procedures that should be repeated over and over again by a company's sales team to convert leads into paying customers. With a well-defined sales process, your team will be better equipped to succeed. You must always be working to improve the efficiency of the sales process if you want to see your profits increase.

Power Apps is a suite of connectors, apps, and services, along with being a data platform that provides an ideal development environment to build custom apps for your specific business needs. This means that Power Apps can help you create custom business apps and connect them with data stored in Microsoft Dataverse, on-premise data sources like Dynamics 365, or other data sources.

A business process flow in Dynamics 365 makes way for a standard process followed within the organization. It provides you with a streamlined guide for all the involved stakeholders to get the work done. This also creates an optimum user experience by knowing the process flow they will follow to conclude.

Identifying what works is not enough. You also need robust infrastructure, tools, and support systems to help you keep implementing the successful business process recipes consistently. The Dynamics 365 Business process flow helps you achieve that and more.

Approvals are an integral part of almost every business process that requires human personnel to review the request being raised and decide the direction of the process workflow afterward.

There are many more powerful workflow features provided by the Dynamics 365 Business process flow, the careful use of which can help you achieve a lot in terms of productivity and process efficiency. One such new feature is the action step capability, and here is everything you need to know about it

Here is a simple guide that sheds light on the differences between the Dynamics 365 Workflow and the Microsoft flow tool.

With Gestisoft as your Microsoft Dynamics partner in Vancouver, you will benefit from: A group of expert allies to support you through the implementation with personalized trainings, custom user materials, personalized workshops to make all the adjustments to your solution, in group and individual trainings on general or particular functions, etc.

With Gestisoft as your Microsoft Dynamics partner in Toronto, you will benefit from: A group of expert allies to support you through the implementation with personalized trainings, custom user materials, personalized workshops to make all the adjustments to your solution, in group and individual trainings on general or particular functions, etc.

With Gestisoft as your Microsoft Dynamics partner in Ottawa, you will benefit from: A group of expert allies to support you through the implementation with personalized trainings, custom user materials, personalized workshops to make all the adjustments to your solution, in group and individual trainings on general or particular functions, etc.

Dynamics 365 Marketing is a comprehensive tool for marketing that provides a unified platform to carry out much of your customer-serving operations, marketing management, and your business’s smooth running. Dynamics 365 uses the concept of security roles to ensure secure access to all the data handled by the Dynamics 365 marketing platform. Here is a brief overview of these security roles in Dynamics 365 marketing, how they work, and how best you can implement them to help you keep your confidential data safe from unauthorized access.

You have hundreds of learning materials, tutorials, and well-guided learning paths that will bring you to use some advanced tools like the Dynamics 365 PowerApps within a short period.

Here is a brief guide on the useful Data Import Wizard feature and instructions on how you can import your data in Microsoft Dynamics 365.

Here is a brief overview of the workflow tool and how you can use conditional branches in the Dynamics 365 workflow to automate your business processes effectively.

Here we present to you how best you can use Dynamics PowerApps with some real life examples designed by Gestisoft's team.

The Microsoft Dynamics 365 workflow is a fantastic feature that can help you optimize your business operations, increase productivity, and improve your business. All it takes is some expert guidance and a proper understanding of the feature to help you make the best use of it.

Here is a brief overview of the workflow in Dynamics 365 and how you can configure it to send an email.

Here is a brief overview of the Microsoft Dynamics security methods that help you keep your data safe and sound when creating Business Process Flows in Microsoft Dynamics 365.

With more data-driven activity online, data storage is more important than ever. Here’s a guide to Dynamics 365 database storage capacity

In this article we’ll tell you how your CRM’s customer database can help you craft better customer experiences.

How can you improve your business development with Microsoft Dynamics 365? Once you realize that business development is tied to sales, you’ll understand that successfully developing your business requires selling your product or service. To achieve your business (sales) development objectives, you also need to be able to boost your production, etc.

Have you forgotten any tasks? Do you have too many responsibilities? Here's how a CRM can make your life easier.

4 simple tips to generate more prospects and how a CRM can streamline these efforts

This blog offers an in-depth view of Microsoft Dynamics 365 to answer all your questions about the application.

Many service firms utilize dispatch software to improve the administration of their activities on a daily basis. The digitalization of forms and the real-time centralization of data are significant benefits for a company that relies on dispatch. These solutions are both very effective and perfectly compatible with each device (computers, smartphones or touch tablets). In a nutshell, these applications are quite popular among professionals.

The Microsoft Power BI app advertises itself as a comprehensive data analytics tool. It provides a service that lets its users create a simple visual representation of the analyzed data that is easy to interpret and use. This is a core feature of apps like Power BI: the ability to convert data into easily understandable visuals for professional use. Microsoft Power BI can prove to be very valuable for your company, so let's take a closer look at what it offers!

Dynamics 365 is quickly developing itself as one of the most powerful CRM and ERP systems available today. Although certain features are well-known and widely used, some are still obscure. Little-known, marginalized, or simply difficult-to-access innovations often go ignored. Artificial business intelligence is one example of this. Let us explain.

One of the most important features in Microsoft Dynamics 365 is the check box questionnaire. It allows you to get the best out of your CRM's fields, which is why knowing what a field is in Microsoft Dynamics 365 remains rather important

This practical guide, which includes a video, explains step-by-step how to import your data into Microsoft Dynamics 365.

Microsoft Dynamics 365 is an intelligent CRM with real-time and advanced analytical capabilities. It provides a holistic view of your customer data and lets you perform all kinds of customer service operations through a unified interface. As you make a move towards such an excellent CRM solution, there is one crucial imperative: you must supply the customer data to begin with.

Dynamics 365, What is it? It's Batman, Superman and Wonder Woman combined who come to your rescue to solve any problem.

Security should be one of your topmost priorities when you are making the shift towards a cloud-based solution. The Dynamics 365 CRM sure makes it a priority to take care of all your security concerns with robust security features. Along with strong access control mechanisms, Dynamics 365 provides highly granular levels of security such as role-based security, record-level security, and field-level security.

In recent months, working from home has become inevitable for many (no need to remind you why) and a great number of companies are now using the Teams app in their everyday operations. It should come as no surprise, as this collaboration tool perfectly adapts to your virtual workspace, while being secure, customizable and easy to use.

Microsoft Dynamics 365 Field Service is a specialized customer service module from Microsoft Dynamics 365 that aims at leveraging the Dynamics platform for a wide range of on-site customer service, including work order shielding to predictive maintenance.

Repetitive tasks need to be rationalized to optimize the operations of a business, corporation or organization. Among the many software solutions available to professionals, Power Automate stands out thanks to its particularly useful benefits. Why is this software so popular? Who was this application designed for and how do you integrate it into Microsoft Dynamics 365? This article will address all these questions and more!

Do you have a CRM or ERP and wish that some sections of your software were only accessible to certain people in your organization? Dynamics 365 lets you identify who can see what.

A lot of you are already acquainted with Teams and Dynamics 365 - 2 amazing Microsoft solutions to implement in your business operations, whether remotely or in the workplace. Did you know that these tools are also complementary? With complete integration, their combination will greatly optimize your business processes and facilitate collaboration.

For starters, what is a workflow ? A workflow is an automated process that gets Dynamics 365 to perform a specific task for you. It allows you to avoid the hassle of having to perform this task manually every time.

Microsoft is one of the most innovative firms in terms of productivity. Equipped with many useful, effective business tools, the American giant has a new application on offer. With their Power Platform application, you can connect most productivity-related Microsoft components.

Perhaps not as well-known as other Microsoft software, Power Apps nevertheless positions itself as a remarkable component for developing low code app, personalized to your data and your systems to meet your team's expectations.

What is the benefit of creating a lead in Dynamics 365 instead of directly creating a contact? We often encounter this question. If your company does not require prospecting to generate revenue, then, well, we envy you! In this case, the topic of lead creation may be irrelevant.

Dynamics 365 Marketing software is a particularly formidable solution for organizing an event or webinar. However, this feature is sometimes problematic for beginners. How to proceed step by step? This guide will answer that frequently asked question.

The Dynamics 365 security model is designed to ensure data integrity and privacy with restricted access control mechanisms and an efficient role-based security design. It focuses on providing controlled access to data where only the users who have the appropriate authorization can access and perform data operations. It lets you closely mirror your real-world organizational structure by creating business units, teams, and individual user accounts, each assigned with a particular user role.

Leveraging the full potential of your CRM, for example by using calculated fields, is key to working efficiently. It helps you improve your relationship with your clients and exceed their expectations. The different calculated field functions also help you automate certain processes and work smarter.

The primary concern most companies have when deciding their move to the cloud is security. Storing all your data in a remote server does impose an implied security vulnerability. According to a Statista report, about 94% of organizations are concerned about cloud security, and around 33% of such organizations are overly worried about public cloud security. Hence, cloud solutions are allocating a huge chunk of their budget to strengthening their security models and keeping their systems up to date with no known vulnerabilities unpatched.

The Dynamics 365 Field Service is a part of the spectrum of customer service solutions provided by the Dynamics 365 Customer Service CRM. It helps coordinate on-site customer service operations like maintenance and repair works and provides optimized and faster issue resolutions.

Dynamics 365 Field Service is part of the broader Microsoft Dynamics 365 Customer Service platform, which provides an optimized solution to facilitate on-site service deliveries and enhanced customer experience.

Tourism is a particularly competitive industry. Likewise, changing requests make for ever‑increasing client demands and variability. Many consider a CRM for travel agencies a useful tool for overcoming these challenges—and for good reason. What is a CRM? What are the benefits of using one? What are the features associated with this software? Gestisoft will objectively address each of these questions.

You’re an entrepreneur and your photography business is booming. In fact, you have so many clients, you can hardly keep up. You manage everything with Microsoft Excel, which has been great for the last couple of years, but now it’s time to join the big leagues. You heard about CRMs, but where to start? And how beneficial can a CRM be for a small business like yours? Weren’t they for large corporate entities managing thousands of clients through hundreds of employees? In this article, we’ll find out how a CRM can be adapted to your needs as a freelancing photographer and we’ll dive into some of the features best suited for you.

Why would you want to track the last activity date in a lead, an account or an opportunity? For experienced sales or account managers, this is an easy one.It's the best way to track your efforts and it's a great way to prioritize stalling accounts and opportunities. You'll be able to create views in Microsoft Dynamics 365 to then sort through everything based on your last interaction.

Microsoft Dynamics 365 is a comprehensive CRM solution that can make your customer service and marketing campaigns a lot more efficient and successful. As a holistic CRM solution, Dynamics 365 provides a robust security framework to avoid any data leaks or attacks.

Delivering the best customer service is the first step towards creating a truly customer-centric business. The Microsoft Dynamics 365 Field Service ensures this by integrating your Dynamics 365 CRM with on-field service operations to optimize your overall customer experience further. Field agents are equipped with powerful analytics-based applications and remote connectivity options that help them deliver proactive service.

The right forms and landing pages are crucial to your marketing campaigns. With Microsoft Dynamics 365 Marketing Forms, you can ensure that you will never go wrong with your marketing forms ever. Here is a brief overview of this helpful feature from the Microsoft Dynamics 365 CRM.

There are currently a number of different options available to entrepreneurs for managing their internal processes and client relations. While some will opt for “old-school” solutions, more and more businesses are choosing CRM (customer relationship management).

The development of new digital solutions over the past few years has allowed insurance brokers to stand out amongst the increasingly fierce competition. Customer relationship management (CRM) software is one popular solution for optimizing how you manage your client relations. What is a CRM? What are the benefits of this software? What features are offered by CRM for insurance? This article will address these pressing questions.

In an increasingly remote working culture, chats have become necessary rather than a good-to-have for both businesses and client communication. You need a collaborative chat tool that can provide the best omnichannel support for customer engagement and internal function.

As a lawyer, you need to be able to work efficiently and be highly professional. Your reputation depends largely on your ability to successfully earn your clients’ trust and assure them of your professional work ethic. Many lawyers have yet to implement a CRM (customer relationship management system) in their practice

In legal cases these days, clients want to clearly and fully understand their files. While prestige and reputation may have once been factors in choosing a firm, clients are now most influenced by the quality of their relationship with their lawyer. Beyond legal services, clients expect personalized communications and a clear image of how their case is progressing.

Many professionals now use a CRM to manage their work more easily. Using software such as Microsoft Dynamics CRM 365 is warranted in numerous professions, including that of photography.

Start using Microsoft Dynamics 365 Marketing, and you will realize that this amazing platform is a storehouse of data. Naturally, you won’t want just anyone to access this data, or you might end up sharing confidential information with everyone on the platform.

Many professionals have considered CRM for retail (French-only link) a necessary tool for a number of years. An acronym for “Customer Relationship Management,” CRM is a type of software that centralizes all your relevant data to identify best practices regarding customer relationships or procurement.

Dynamics 365 Customer Service Insights is an AI-backed analytical service that lets you get a deeper understanding of your customers, their expectations, and their behavior. Here is everything you need to get started with this new product from Microsoft Dynamics 365.

In a digital world bustling with the competition, customers will not think twice to switch to your competition when they don’t feel valued. Customer experience has to be a core part of your business strategies. You will need powerful tools and holistic solutions to help you continuously improve customer experience and customer satisfaction.

Accounting CRM is a clear testament to how this type of management software is useful for more than just your marketing and sales departments (contrary to what some may think).

Using a CRM for architects is a bit like owning this magical spiral-bound notebook. It’s a Big Computer that will help you achieve your goals and complete your projects on time and successfully.

Microsoft Dynamics 365 Field Service mobile app is a recent launch from Dynamics 365 to optimize onsite consumer experiences and service operations. It is a customizable and configurable mobile app that integrates with the core functionalities of Dynamics 365, allowing your service technicians to connect better with your customers and enable them with powerful data-backed tools for optimized services.

Customer service is an integral part of any business. Companies have rightfully understood the significance of technology-driven customer support service and use various tools like the Microsoft 365 suite of products to enhance this essential business operation.

Customer and client satisfaction is important for the businesses to outperform their competitors in this neck and neck competition. That’s when Dynamics 365 Customer Service empowers you with the right tools and workflows to create an intuitive workflow and experience that attracts customers.

Here is an important update for Dynamics 365 users. Microsoft has discontinued the Dynamics 365 Markets Insights Preview service and is now offering a more advanced Dynamics 365 Customer Insights in its place.

Dynamics 365 Field Service is a business application that provides your mobile workers with the essential tools to fix customer issues directly onsite. Its schedule board, organizational algorithms and workflow automation help businesses optimize workers’ productivity when delivering service at customer locations.

If you are new to Dynamics 365 Marketing, and even otherwise, creating a customer journey in the platform could sound like a new buzzword to you. So, how do you create it? Before I go into the details, I will like to brush up the basics. Let’s see what the customer journey in Dynamics Marketing 365 is.

Microsoft Dynamics 365 provides a complete solution that combines critical business operations like CRM, ERP, and business intelligence under one wing for maximum efficiency and easy management. As is the quality of any good tool, Dynamics 365 continues to evolve and include new features to simplify your digital marketing needs.

Becoming increasingly widespread as a market standard, Cloud Computing is essential to many companies that wish to achieve economies of scale. For this reason, it is crucial to become acquainted with the practice, to understand its benefits and learn more about third-party services. Read on for a comprehensive review of Cloud Computing in all its facets.

If you are getting started with your marketing campaign and are looking for a suitable CRM to assist your efforts, I feel you. In this article, I will provide you an in-depth dynamics 365 marketing vs. ClickDimensions comparison to help you make the right choice.

Dynamics 365 is a powerful marketing suite from Microsoft, and one of its best features is the Marketing Event Portal, which allows you to quickly and easily set up event websites for various marketing events including conferences, trade shows, and so much more. In this guide, we’ll take a deep look at this feature, and how you can use it to benefit your organization.

For starters, Dynamics 365 Marketing is a marketing automation platform that helps you convert prospects into fulfilling business relationships. The marketing automation application is extremely easy to use and integrates seamlessly with your marketing strategies while also providing you with incomparable business intelligence.

Cloud Computing has recently prevailed as one of the most popular practices in IT, mainly thanks to its unequaled ability to provide your company and yourself with high-grade security. As such, it is important to get acquainted with the models in circulation and the importance of cloud security, and to have a complete overview of all the nuances involved. Read on for a full review of best practices in cloud security.

So what are those Dynamics 365 Field Service entities? Simply put, entities are tables, each containing a specific type of data. Information is assigned to entity types through attributes that serve as the table’s columns and define the nature of an entity’s records.

The Dynamics 365 Customer Service portal allows you to offer support for your customers anytime, anywhere. From maintaining contact with your clients to providing your team with all the necessary insights for customer satisfaction, this powerful tool facilitates communication while allowing you to keep a keen eye on your operations… All from one system!

Now considered essential for every business, corporation or organization, CRMs drastically improve customer relationships. While these solutions seem particularly suited to some industries, other sectors also gain many benefits from deploying customer relationship management software. So, how can you benefit from a CRM for tourism? What are the top 7 reasons to use these digital tools? Gestisoft offers a comprehensive, convenient overview of these relevant topics below.

In today’s construction industry, profitability and competition represent the name of the game for business continuity. Due to the competitive nature of the field of construction, contractors must maintain excellent relationships with their prospects, clients and team. However, many contractors don’t give much importance to each of these groups due to the complexity of some projects and, especially, a lack of organization. Often, client relations are forgotten in the interest of executing a project. In other cases, it’s some tasks at work sites that are carelessly performed.

Many professionals increasingly rely on using CRM for insurance brokers software every year. Indeed, faced with a society impacted by rising digitalization, the digital transformation of obsolete methods is especially recommended in this industry. What are the main features of this popular software? What are the benefits for your business? This article will provide you with all the answers you need.

CRM for accounting experts—does this really exist ? Of course it does ! All too often, we think of CRM as a marketing tool, however, sometimes we forget that this type of management software can be used in all departments and by all industries. Basically, it’s useful for everyone, including accountants! Furthermore, you’ll enjoy . But before we discuss the benefits and features of CRM for accounting experts, it’s important to understand the defining features of this type of customer relationship management software.

Did you know that gamification is a great solution available for MS Dynamics 365, enabling your employees to easily participate in various individual as well as team-based competitions? With gamification, you have the amazing ability to now implement game mechanics easily into your Dynamics 365 experience. It is great as it can motivate and urge users to compete against one another instead of being policed in order to meet their weekly or monthly goals, such as sales targets.

We can define a workflow as the implementation of automation. We can do it for both simple and complex tasks that we can manage within Dynamics 365 with great ease. It is worth noting that you do not have to be a programmer in order to create a workflow with Dynamics 365. And this is why it is so popular.

BtoB CRM (or B2B CRM) is an amazing management software for maximizing the efficiency of your sales force. With this tool, your sales and marketing teams can spend more time doing what they do best. CRM (Customer Relationship Management) takes care of the rest—all those routine, repetitive tasks that waste your precious time.

Everything you always wanted to know about dynamics 365 workflow vs microsoft flow but were afraid to ask.

With an increasing growth in the service sector in our daily lives, field service CRM software is the driving force behind business development. Featuring numerous benefits, particularly ones intended for organization, this tool allows you to quickly respond to any client need. Let’s take a closer look at the various features this software has to offer, including its benefits and disadvantages, and at the industry leaders.

If you want to outscore your competition and ace up your marketing game, marketing automation is all that you need. And when the automation comes from the house of Microsoft in the form of Microsoft Dynamics 365 Marketing, I am sure – you can never go wrong. Equipped with the best automation features and capable of introducing transparency to your workflows, Microsoft Dynamics 365 Marketing ticks all the right boxes.

Dynamics 365 Marketing training via the Microsoft Learn platform is one of the best possible ways to get to grips with this powerful CRM software. If either you or your business is looking to learn Dynamics 365, Microsoft’s own training platform provides a whole host of free educational content online, for its entire range of technologies and services.

Microsoft Learn Dynamics 365 is the best way to learn how to use the company’s powerful cloud-based platform. Dynamics 365 provides a range of CRM and ERP software solutions, and businesses of all kinds can make use of its data-driven insights to increase productivity and connectivity, managing their operations across a number of different fields.