When it comes to managing your customer relationships, the software you choose is important—but even more crucial is selecting the right partner to guide you through the process. Recently, I heard from a business that had invested in a CRM system but was struggling with disconnected systems and operational inefficiencies. Their experience highlight...
Today's blog will compare and highlight the differences between Dynamics 365 Sales Professional and Dynamics 365 Sales Enterprise licenses. A brief overview of Dynamics 365 Sales Professional Dynamics 365 Sales Professional is designed for small to mid-sized businesses that need a basic sales management solution. This license offers a range of sale...
If you are using Dynamics 365 Customer Engagement (CE) in the cloud, then read on...
Microsoft announced that the legacy web client for Dynamics 365 CE won't be available after December 1, 2020. It is recommended that subscribers begin to transition now with the intent to start using the Unified Interface by October 1, 2020. This ensures that any wrinkles are ironed out ahead of time.
To ease a major concern you may have, this transition will not impact the data in your system. Think of it more as a major update.
To prepare our clients we have developed transition documentation to take you through the end to end process.