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Blog Article

Microsoft Dynamics 365 Deep Dive Series: Our Top 10 Favorite Cool Tools

As you know, Microsoft has officially released Microsoft Dynamics 365. But what exactly is it? How is it better now that CRM and AX have been brought under one roof? And why should you be planning for an upgrade to…

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Blog Article, Videos

Got 3 Minutes? Learn Why We’re Excited About Microsoft Dynamics 365

We’ve been a Microsoft Dynamics partner for more than 25 years. In that time, we have seen amazing advances in how technology addresses business challenges. From the client-server era to today’s “everything in the cloud”, we have come a long,…

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Blog Article

Microsoft Dynamics 365: What It Is, What It Costs, and What It Means to You

As you have heard by now, Microsoft has officially released Microsoft Dynamics 365. What exactly is Dynamics 365? How does it differ from Dynamics CRM or Dynamics AX? What does it offer, and how does it affect you? Over the…

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Blog Article

How to Prepare for DOL Fiduciary Rule Compliance: 5 Useful Resources

The DOL Fiduciary Rule, slated to go into effect on April 10, 2017, marks a significant shift in how financial advice will be provided.  To comply with the new regulations, financial advisors (e.g., RIAs, broker/dealers, asset managers, wealth managers, retirement…

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Blog Article

B2B Sales and Marketing Made Easier with Microsoft Dynamics CRM: 7 Amazing Email and Social Tools

Companies that sell to consumers (B2C) have been taking advantage of email and social selling for quite some time now. Meanwhile, companies that sell to businesses (B2B) have sat on the sidelines, trying to figure out how to use social…

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