Amaxra Blog

Cassidy Marchi
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...

Cassidy Marchi
Changing the Game with Marketing Automation Tool Click Dimensions

Click Dimensions’ marketing automation provides an intuitive experience that can power up your business while increasing your company’s productivity and revenue. By using the tools within Click Dimensions, a company can generate interest in a product, create interactive automations that are based on user history and track customer interests and in...

Cassidy Marchi
Power Up Your Business with Dynamics CRM

Today Amaxra wrapped up our webinar series, Power Up Your Business with Dynamics CRM. The series was led by Rosalyn Arntzen, President & CEO at Amaxra, and Jay Templeton, Amaxra CTO. Dynamics MVP, Rick McCutcheon, and Senior Account Manager from Click Dimensions, Leigh Ann Martin, joined us as guest speakers and demonstrated how we can better ...

Cassidy Marchi
Get the Latest on Power Bi – Visulalizations and More

Many businesses find it daunting to figure out how to capture, visualize, interpret and drive decisions from a deluge of data and sources. Excel has been a mainstay with the use of pivot tables and charts to try to gain a better understanding of how a business function is doing. While Excel is powerful, it can also be complex and can require a spe...

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