Project Service Automation Power BI Report

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Increase visibility into your projects, sell to capacity, and maximize revenue! Project Management From Start to Finish Run your project-based business more productively by increasing visibility into all aspects of your projects. This includes quoting, implementation, resource scheduling, delivery, and evaluation. With the right tools and loads of automation features, once lengthy management processes become… Read more »

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microsoft and linkedin _accounts screen.jpg

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As many of my readers know, on June 13, 2016, Microsoft Corp. acquired LinkedIn Corporation for $196 per share, valued at $26.2 billion. This recent deal allows Microsoft to embed LinkedIn in its many existing products including Dynamics 365. At the time, Microsoft CEO, Satya Nadella, knew he had bought a precious social network product…. Read more »

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Management Reporting for Canadian Manufacturers

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In Microsoft Dynamics NAV & CRM 2017 there are 47 modules, 12,500+ programs, and 545 standard reports that cover every conceivable topic for the 170,000+ NAV customer around the world. How do I know this? I spent an entire weekend with 3 team members and looked at every report in the system.  A very long… Read more »

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Microsoft overtakes Salesforce

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This article was written by Wynand Roos, Co-Founder of The CRM Team, Fourways, Gauteng, South Africa. [1] Microsoft Overtakes Salesforce.com – Forrester They’ve led for decades. But things are now fading for Salesforce.com. Global agency Forrester recently put Microsoft ahead in Salesforce.com’s traditional stronghold: sales software[1]. This is a big coup for Microsoft who have been… Read more »

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AI in today's workplace - Cortana

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There is a lot of debate over the impact of AI; some calling for its regulation and others calling for its development. Regardless of Elon Musk’s fear mongering, there will be a lot of change around the way we do work in the next decade. The tools we use will no longer be passive, but… Read more »

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Canadian manufacturing sales

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Yesterday The Toronto Star and Statistics Canada revealed that for the 3rd consecutive month manufacturing sales across Canada were up! The 1.1% increase in Canadian manufacturing sales brings May 2017’s sales to $54.6 billion. This is largely in part to the success of the transportation equipment, and chemical manufacturing industries. Within the subset of the… Read more »

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grow your business

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What is a modern business? For small and midsize businesses, technology can make the difference in driving your company ahead—setting you apart from your competitors, whatever size they may be. The modern business stays ahead of the rest by making technology a business advantage. According to a study by Boston Consulting Group, technology leaders far… Read more »

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Apr 5 - Guiding Sales Reps Through a Repetable Process - CRM

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Business Process Flows is a tool in Dynamics CRM that has been around for years. It provides organizations with the framework to guide sales reps throughout the sales process and help them close deals. The typical sales process includes 4 stages; Qualify, Develop, Propose, and Close. Throughout each of those stages Users are presented with… Read more »

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