Category: CRM

Feed: Domo Blog. Author: John Mellor. Last week, Domo was named a Challenger on the 2021 Gartner Magic Quadrant for Analytics and BI Platforms, and it didn’t come as a surprise to any of us who have been with the company for at least the past 12 months. During a period of epic change and disruption, a cloud-native SaaS product built by people who have always been willing to work hard and challenge the status quo met the moment. And the world’s biggest tech advisory firm took notice. Our move from a Niche Player to a Challenger was based on ... Read More

Feed: Domo Blog. Author: John Mellor. Speed and scale are at top the of every business’ priority list. These requirements are the new reality, and there’s no doubt that we’ve all come to recognize it at some point over the past year. Hearing from people who are taking this idea of modern BI and turning it loose in ways you’ve probably not even considered yet is something from which we all can benefit. This is why we absolutely can’t wait for March 24, when some of the brightest minds in business join us for Domopalooza 2021.  Like last year, our annual user conference will be a virtual experience and free for ... Read More

Feed: Microsoft Dynamics 365 Blog. Author: Melissa Hellmund Vega. The pandemic has profoundly impacted educators across the world. Video calling technology has enabled millions of classes to continue at a distance but, it has shortcomings when it comes to teaching hands-on skills. This fall, the School of Nursing at the University of Michigan turned to mixed reality and Microsoft Dynamics 365 Guides for an alternative solution to these new challenges.Dynamics 365 Guides is a mixed reality application for Microsoft HoloLens that allows users to create step-by-step instructions in 3D. Guide authors use text, images, videos, and holographic content to help ... Read More

Feed: Microsoft Dynamics 365 Blog. Author: Tristan Dehove. The Microsoft Dynamics 365 (Preview) app for Windows is optimized to help your team stay productive whether they're connected or working offline.The app provides your salespeople, agents, and supervisors with tools they need to track their tasks, arrive prepared for appointments, take notes, and access customer records.It is seamless to deploy because employees can install the app themselves from the Microsoft Store, and then with one sign-in access all the Dynamics 365 apps enabled for your organization, with no additional configuration.If you want to customize the app, you can tailor it to ... Read More

Feed: Microsoft Dynamics 365 Blog. Author: Neha Bajwa. While the move to e-commerce in the retail industry has been underway for years, the onset of the pandemic last year accelerated the transition as retailers needed to quickly pivot to optimize for online sales in order to adapt. With the help of Microsoft partners, many retail customers around the world were able to make the shift to digital sales using Microsoft Dynamics 365.While their decision to evolve their online presence pre-dates the pandemic, iconic British footwear brand Dr. Martens is a good example of a retail customer that has benefitted from ... Read More

Feed: Microsoft Dynamics 365 Blog. Author: Jigisha Deb. It's no secret that fully embracing digital sales experiences is increasingly necessary to stay in the sales game. By 2025, this shift will be business as usual. What does this mean for sales organizations? Gartner analysts breaks it down in a recent trend insight report, “The Future of Sales in 2025: Why B2B Sales Needs a Digital-First Approach.”80 percent of B2B sales interactions between suppliers and buyers will occur in digital channels. Sales teams will need to merge their sales processes, apps, data, and analytics into a single operational practice that will ... Read More

Feed: Microsoft Dynamics 365 Blog. Author: Jodi Christiansen. In Dynamics 365 Finance, you can use the credit management capability to define a credit limit at the customer level. However, the same customer might also be part of a customer credit group that has its own credit limit. So how does Dynamics 365 Finance determine which limit to use for sales orders when there's a limit set in both places?Here are five scenarios that describe how customer credit groups and individual customer credit limits affect each other.Scenario 1: Individual limit is lower than the group limitIndividual customer credit limit = 10,000Customer ... Read More

Feed: Microsoft Dynamics 365 Blog. Author: Anantha Ramachandran. While we may not have adequate measurement, one of the lasting repercussions of shutdowns, closings, quarantines, and widespread work-from-homes due to the pandemic will be to propel a shift toward a B2C-type experience within B2B impacting how customers expect to be understood and communicated with. It will also compel chief marketing officers (CMO) and marketing operations leaders to re-examine the value proposition offered to their customers and demonstrate how agile they can be in responding to deep, widespread changes in their selling environments.CMOs: success requires reinventionA recent Forrester report examining the concerns ... Read More

Feed: Microsoft Dynamics 365 Blog. Author: Rafi Rabo and Paramita Chatterjee. In the past, many sales organizations looked at customer relationship management applications simply as process-driven data repositories or systems of record. Sales reps spent hours manually entering data and had less time to build profitable relationships and actually sell. However, this approach has become increasingly untenable for businesses now that the norm is for savvy, modern buyers who expect sellers to engage with them in real time across almost every digital channel and platform.Sales accelerator, a digital selling capability of Dynamics 365 Sales, helps sellers transform the way they ... Read More

Feed: Microsoft Dynamics 365 Blog. Author: Meenoo Rami. Most of us know at least one college student who is attending some or all of their classes online to cope with current circumstances. With many schools operating primarily online or in a hybrid mode, millions of students are cut off from the traditional sources of support that colleges offer.To help students navigate these challenges, we're continuing to add new capabilities to the Dynamics 365 education accelerator, including a recent update that enables tele-advising to help students connect with their academic advisors online or in person, and an easy-to-read student success path ... Read More