What Is Dynamics 365 Field Service? Microsoft Dynamics 365 Field Service lets you automate and streamline service work. With its unique filtering and dashboards, you can quickly diagnose the problem, schedule a technician, and come to a resolution. What You'll Manage Scheduling, Routing, and Dispatching Work [...]
What Is Dynamics 365 Customer Service? Microsoft Dynamics 365 Customer Service connects your customers with the support resources they need. The software aims to make multiple customer cases more manageable through an omnichannel approach. If you’re in the market for customer service software that will boost your productivity and efficiency, [...]
What Is Dynamics 365 Marketing? Microsoft Dynamics 365 Marketing helps your business automate marketing tasks, from nurturing leads to improving the effectiveness of your campaigns. The software implements a customer journey philosophy, which means Dynamics 365 Marketing looks at the big picture of where your leads come from, where they [...]
New Sales Features for Microsoft Dynamics 365 CRM Since launching in 2016, Microsoft Dynamics 365 has introduced countless CRM features for its Sales, Marketing, Customer Service, Field Service, and Project Operations modules. It can be challenging to keep track of each feature, which is why we’ve listed the latest and greatest [...]
CASE STUDY Community First Fund Community First Fund (Community First) is a non-profit Community Development Financial Institution (CDFI) based in south-central and south-east Pennsylvania. Community First provides financing and resources for low-income communities to help them build economic opportunities for themselves, their families, and their neighbors. Since 1992, Community First has [...]
CASE STUDY Pennsylvania Association for the Blind Pennsylvania Association for the Blind and its member agencies bring innovative programs and resources to communities across Pennsylvania to help people with vision impairment.The nonprofit organization serves over 4,000 adults and screens/educates over 75,000 preschool children in local communities throughout PA each year. PAB [...]
Does Business Central Work as a Sales CRM? What You Need to Know Microsoft Dynamics 365 Business Central is a management solution with many areas of functionality, including finance, manufacturing, services, project management, and plenty more. Part of its functionality includes sales features such [...]
CASE STUDY Triose Established in 1999, TRIOSE has earned accolades as a third-party logistics partner to the healthcare industry. The Wyomissing, PA organization delivers freight in, out, and within a health system to meet providers’ and patients’ needs. The TRIOSE solutions help healthcare organizations lower their supply chain costs. TRIOSE has [...]
CASE STUDY Wilson Oil & Propane Wilson Oil & Propane, a full-service and family-owned company, provides residential heating oil, residential and business propane, and HVAC services to Pennsylvania’s Delaware Valley, New Castle County in Delaware, and Gloucester and Salem Counties in New Jersey. [...]
MICROSOFT POWER BI How to Make the Best Decision Every Time: Using Data to Manage Your Business How do you make business decisions? Some of us go by gut feel. Some reach out to others in our field—consultants, peers, or experts. And some of us like to look at [...]
CASE STUDY Economic Development Company of Lancaster County Economic Development Company of Lancaster County (EDC) has been supporting the success of the local business community since 1960. Promoting business development and expansion, the private, nonprofit organization assists companies of all sizes with everything from site location to financing. Partnering with other [...]
Introducing Cargas' New Vice President of the CRM Business Unit Lancaster, Pennsylvania – September 14, 2020 – Cargas is pleased to announce a new management hire to support the company’s CRM business unit, dedicated to the resale, implementation, and support of Microsoft Dynamics 365 CRM and future CRM and marketing automation products. This hire is [...]
Making the Most of Working from Home: Top Tips & Tools from the Cargas Team Every business is adapting to a new normal. And because there is no playbook for this, many businesses are leaning on each other, collaborating and sharing ideas about how to make it all work. We wanted [...]
Microsoft Dynamics 365 CRM Online: Dashboards Can Now Have More Than 6 Components (Maybe) The all-too familiar limit of six components in a dashboard for Dynamics 365 CRM Online has finally changed (we think)! On-premise Dynamics 365 CRM users have been able to add up to 20 components to dashboards by changing [...]
Microsoft Dynamics 365 CRM Unified Interface Business Rules Reopen Closed Activities There is an issue with Business Rules in Microsoft’s new Unified Interface for Dynamics 365 CRM that is not present in the Classic Interface. If you have a Business Rule firing on an activity, it will reopen a completed activity [...]
Why You Should Switch to Microsoft Dynamics 365 CRM’s Unified Interface In 2018, Microsoft introduced a new user interface for Dynamics 365 CRM called the Unified Interface. Before Unified Interface, the software had separate interfaces for desktop and mobile. These two interfaces looked and acted differently, making for a clunky user [...]
Microsoft Dynamics 365 CRM Scan Business Card Feature Not Working A nice new addition of the latest Dynamics 365 Sales release is the Scan Business Card feature, which allows you to take a picture of a business card and import the text into Dynamics 365 Sales to create a new Lead [...]
An Introduction to Microsoft Power BI BI or Business Intelligence software helps you collect and analyze the data related to your business so you can make better, more informed strategic decisions. BI tools help you understand your current situation, identify trends, and make future predictions. In this webinar, we give you an overview of [...]
Microsoft Dynamics 365 CRM Classic vs Unified Interface In this video, expert Dynamics 365 CRM consultant Dave Packard walks you through the differences between the Classic Interface and the Unified Interface in Microsoft Dynamics 365 Sales. One of the biggest changes is the new lefthand navigation menu. If you have questions or would like [...]
Microsoft Dynamics 365 CRM Scan Business Card Demo A new feature in the October 2019 release of Dynamics 365 CRM allows you to take a picture of a business card and import the text into Dynamics 365 Sales to create a new Lead or Contact. Check out how the Scan Business Card feature works [...]
ERP vs. CRM: Which Solution Does My Business Need? It may be easy to see that your company could benefit from a system that streamlines processes. But knowing which type of system—ERP vs. CRM—may not be crystal clear. To some level, ERP and CRM software address similar challenges. But each has [...]
Use a Business Rule to Keep Records from Closing in Microsoft Dynamics 365 CRM Sometimes, you may want a user to fill in a field before closing a record in Dynamics 365 CRM, but the field you want the user to complete is not a required field. That's because it's not needed [...]
Highland Tank Gives Its Sales Team Remote Access to Critical Sales Data with Microsoft Dynamics 365 CRM Customer: Highland Tank Location: Stoystown, PA Solution: Microsoft Dynamics 365 CRM with Microsoft Applications Stack Highland Tank & Manufacturing Company, Inc., established in 1946, manufactures steel storage tank products [...]
Three Ways Microsoft Dynamics 365 CRM Delivers Data to Empower Decision Makers Microsoft Dynamics 365 CRM Reporting & Analytics Tools Microsoft Dynamics 365 CRM offers a robust and flexible CRM that allows businesses to build their ideal solution. It can be deployed in the cloud using a software as a service (SaaS) [...]
HR Pharmaceuticals, Inc. Manages Mega Amounts of Data with Microsoft Dynamics CRM & Custom Software Customer: HR Pharmaceuticals, Inc. Location: York, PA Solution: Microsoft Dynamics 365 CRM and Custom Sales Acceleration System HR Pharmaceuticals, Inc. (HR®) is a leading supplier of personal care, consumer, and medical supply products. [...]