The Microsoft Dynamics 365 platform already provides out-of-the-box reporting capabilities that would satisfy most business needs. However, some companies may have specific requirements and would
What is Insurance CRM? CRM (customer relationship management) is a technology that helps insurance agencies successfully manage all sales and marketing processes. Insurance CRM combines
With Dynamics 365 Field Service, Microsoft has added yet another specialized tool set for companies whose business operations require their staff to do a lot
Effective lead generation is the key to a successful business. However, generating leads isn't enough if you cannot manage them properly. This can be a
Success in business is always determined by how well an enterprise understands its clients’ needs, and subsequently, how well it meets them. 2023 will be
In order to serve them properly, businesses need to know their clients extremely well. However, the challenge is that customers connect with businesses across all