Blog

Three 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 ...

Building Better Customer Relationships With The Cloud

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 ...

How Amaxra Uses PowerBI To Gain Customer Insights

Since 2014, I've been a fan of PowerBI, a suite of business analytics tools from Microsoft used to analyze data and share insights. As an early adopter—I was introduced to PowerBI while working with the Enterprise Commerce team at Microsoft so I've seen firsthand how the application evolved into an impressive business tool since its infancy....

Dynamics 365 – 5 months In

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 ...

Defend Your M&Ms: How To Find Your Organization's Cybersecurity Sweet Spot

Today’s young professionals have a more mobile, just-in-time work style. However, many companies find their current security models slow to adapt to these modern scenarios. A great analogy I heard in a recent security conference compares life to the famous candy that melts in your mouth—not in your hand. Hard crunchy shell, chewy cente...

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 acti...

Relationships are at the core of CRM and your customer data that feeds them

CRM (customer relationship management) lauded as the modern day hero of marketing and sales can provide your business with key strategic and competitive advantages. Adeptly used it helps your business attract, retain and grow your customer base. There is no shortage of choices for CRM systems, platforms and add-ons. From Microsoft Dynamics, Salesf...

4 Ways CRM Helps Grow Your Business

Many of the clients who come to us today are still managing their business relationships manually in notebooks, rolodexes or individual spreadsheets that they may occasionally share with their colleagues.  All of these are fine as long as you're the only person in your company who interacts with that customer. In today's business world, howev...