Utilizing Microsoft Dynamics 365 Marketing Segments

If you have already gotten your hands-on Dynamics 365 Marketing (D365 Marketing), this information should be helpful to you, read on and learn more about the power of segmentation at your fingertips.

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Security Advice to a Friend

Recently, a friend opened her own physiotherapy clinic. Striking out on your own to start a new business amid a global pandemic is not for the faint of heart and is full of its own set challenges; and with many proverbial “balls in the air,” important business planning aspects like information systems and data security tend to get overlooked, at least initially.

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3 Ways to avoid CRM implementation errors and 7 common challenges

If you are facing challenges with your CRM, you’re not alone. In our 12 years of working with Dynamics 365, we’ve helped many businesses resolve some of the worst problems that come with subpar CRMs. Here are 3 ways to avoid CRM implementation errors and 7 common challenges.

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Financial services technology 2021 and beyond: Embracing disruption

Technology is transforming financial services. In recent years, the financial sector has begun to recognize the economic upside of adopting various technologies. This has enabled firms to gain insights from data and make more informed decisions, decrease risk, automate business processes, and improve customer service via intelligent chatbots.

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