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Your Dynamics 365 Workflows Are Suddenly Broken? This Could Be The Fix

Customer relationship management (CRM) solutions such as Microsoft Dynamics 365 are crucial for businesses. A customer with Dynamics 365 CRM recently asked Amaxra to investigate why some of their critical workflows and other functions "just stopped working." The cause was traced back to an intern who was working on the organization's Dynamics CRM ...

3 Reasons Your Business Needs DocuSign for Dynamics 365

Signed documents are a must-have for any business transaction. But the actual ink-on-paper signature for contracts and vendor documents has long been a burden. When Amaxra started 10 years ago we used to send our consultants a physical document to sign which rarely came back, we even tried sending them a pre-stamped envelope but still we didn’t re...

The 3 things businesses get wrong with their digital marketing—and how to fix them

For all the pronouncements that “email is dead” over the past couple of years, we all still get a lot of it. Email is not going away, it is not a bad thing, and it can be an effective marketing tool for businesses— when done properly. But just in the past few days, I’ve seen some examples of what I call the three most shameful things that bu...

Use Gamification to take your Business to a New Level

Gamification is a solution available for Microsoft Dynamics 365 that enables employees to participate in individual and team-based competitions. The idea behind Dynamics 365 – Gamification is to transform employees into game players who earn points by achieving your company's most important metrics. It's a fun way to motivate your team to achieve ...

How Cloud CRM Helps Manage Your Growing Business

Small business owners have a lot to juggle every day. The ability to balance essential daily operational tasks with the activities that grow the business is a must. One of the keys to a successful business is attracting new customers while retaining your current clientele—because happy/existing customers are also a great source of new busine...

Bye Bye Sales Guy

From Philip K. Dick’s “Do androids dream of electric sheep” (1968) to the recent “Black Mirror” (2016) sci-fi series on Netflix, authors have been postulating different life scenarios impacted by technology. This same artificial intelligence responsible for rogue computers and robots on TV shows are now capable of mastering real world tasks th...

How the cloud builds better customer relationships

It's a fact that architecture, engineering, and construction (AEC) professionals don't forge typical customer relationships. Engineers and construction managers are often on-site rather than in an office. Architects are in an office but the output involved in their jobs often makes it easy for them to overlook the many other aspects involved with ...

Do These 5 Things After Your Business Picks A CRM

Many professional service companies face a paradox: Despite requiring high-touch customer relationships, they are often overextended with limited staff—making it easy for them to overlook the many other aspects involved with running a business. Add working with multiple clients and potential projects all on different schedules into the mix a...

8 reasons why your business needs Dynamics 365 CRM

Last November, Microsoft announced a new pricing model for their Dynamics customer relationship management (CRM) product. Along with these pricing changes came new product enhancements to make Dynamics a "cloud first" CRM solution. Now that it’s 5 months since the announcement of Dynamics 365 and about 3 months from availability, we thought it timely...

How To Stop Dynamics 365 From Overwriting Your Account Activity History

Have you ever had a top-performing sales employee move out of your organization? Good account history data in your customer relationship management (CRM) solution is essential for the success of new person in that role. If you use Microsoft Dynamics CRM, reassigning an account owner has a quirky default behavior that could rewrite key account a...

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