The General Data Protection Regulation (GDPR), agreed upon by the European Parliament and Council in April 2016, will replace the Data Protection Directive in Spring 2018 as the primary law regulating how companies protect European Union (EU) citizens’ personal data. Companies must ensure that they’re compliant with the new requirements of the GDPR before it becomes effective on May 25, 2018. Companies that fail to achieve GDPR compliance before the deadline will be subject to...
An effective CRM implementation can streamline your business processes, increase visibility and efficiency, and provide support throughout your organization. A poorly chosen or managed CRM implementation can slow down your businesses, discourage adoption and waste resources. Is your company considering switching to Dynamics 365, or already committed to a CRM system? What is your implementation resource strategy — utilizing internal staff, contracting with third-party consultants, or a combination of the two? Even for companies that...
The integration between Microsoft Dynamics 365 and ClickDimensions provides a wide variety of marketing tools that can be used as powerful assets for any company. Using ClickDimensions under the ‘Web Content’ tab you have the ability to create forms, landing pages, surveys, subscription pages, and more. Landing pages are a goal-based web page that is designed to provide your audience with information about a specific topic or product. It is also where people first ‘land’...
Microsoft Dynamics 365 for Talent streamlines many routine record keeping tasks and automates processes related to staffing your organization. These processes include employee loyalty, benefits, training, performance reviews, and management revision. Microsoft Dynamics 365 for Talent makes it easier to hire the right people, engage employees, and optimize your HR (Human Resource) programs. Talent integrates seamlessly with LinkedIn so you can build more qualified candidate partners. The hiring experience is streamlined with automatic interview scheduling...
A growing business often faces a range of challenges. As a business grows, different problems and opportunities demand different solutions. The things that worked a year ago might now be not the best approach. All too often, avoidable mistakes turn what could have been a great business into an unsuccessful one. Recognizing and overcoming common pitfalls associated with growth is essential if your business is to continue to grow and thrive. Crucially, you need to...
In a well-established organization, there is always a need for managing and building customer relations through management. CRM portal is recommended for building and maintaining good customer relations. Mobile CRM helps relations between the customer and service provider (a company in this case). Till now, CRM was desktop-based only. But with the revolution of handheld gadgets, the mobile responsive format came into demand. Mobile CRM changes the way you do business. Users and customers both...
Microsoft Power BI is a suite of business analytics tools that let you analyze data and share insights. By using Power BI tools, you can explore data and quickly create rich reports and dashboards. You and your colleagues can then use the reports interactively on many devices. Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, uses Power BI for data exploration. Data is the lifeblood of any modern organization. Did you know that it...
With Microsoft Dynamics 365, users can now automatically generate Word and Excel documents directly from Dynamics 365. This allows documents to be automatically merged, without the need to perform a mail merge or to create custom reports. Documents such as letters, quotes, invoices, delivery notes, and other documents can now be created with a single click. Document Templates In the new release of Dynamics 365 in 2016, there is easy to use template design process,...
It’s not news to say that business decision-making revolves around company data. Data warehouses are also important to management and analysis of that information. However, if you’re not in the business of producing data warehouses or have any direct experience as a consumer, the questions of who, what, when, where, why, and how might become overwhelming quickly. Who manages a data warehouse — IT? What does it look like? When should we be evaluating whether or not...
Bulk Data Loader for Dynamics 365 is a new cloud service built by the Dynamics team. The primary purpose of this service is to enable bulk import/export of data into Dynamics 365 Online. This tool will allow uploading large data files to cloud staging tables where you can perform data quality functions and push the data into 365 Online. Using data loader, you can move your data between flat files and Dynamics 365, and cut...
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