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Case Queuing
It’s not unusual for a new case to appear in the system. Reports can come in from all over—through the call center, at a brick-and-mortar store, on the website...

SLAs – How Can CRM Help You Meet Deadlines?
The customer experience with our company doesn’t end with the purchase. Often, it’s just the beginning of our shared journey, based on fulfilling the purchase...

Permissions – why some users see more in the system while others see less
It’s often the case that we want to restrict certain people’s access to data in the system. Not everyone in our company needs to see information about candidates who have sent us their...

How to manage finances efficiently and in compliance with the GDPR
Managing a company's finances inherently involves processing sensitive data concerning not only the company itself but also its business partners...

GDPR – How to Implement the System Without Risking Penalties
In just over a year, the EU General Data Protection Regulation (GDPR) will come into effect. If you are considering implementing a new IT system in the near future or...

A few words about websites
Dynamics 365 for Sales and Dynamics 365 for Customer Service are internal customer relationship management portals. This means that access to their resources is restricted...

The Power of Analytics: Power BI
Now that we have implemented Dynamics CRM in our company and are using it successfully, it is worth taking a look at the tools that expand our system’s capabilities. Since...

Dynamics 365: Online or On-Premises? Vol. 2
We’ll likely revisit the topic of the differences between online and on-premises solutions from time to time. This time, to highlight the functional, technical, and...

My emails are disappearing!
I think we've all had trouble at some point finding an email from two years ago that contained a top-secret password for some system we haven't used in ages...

Analysis – why it’s worth paying more for it
When we plan to implement a new IT system in our company, we define our requirements and budget. We draw up a long list of our requirements, wishes, and expectations...

Go Live – A User's Nightmare
Every implementation comes to an end eventually. Let’s be optimistic and assume it’s a success (after all, we have about a 30% chance of that). And success means going live. And that’s when the drama begins...

Communication in a project – you can’t do without conversation
Communication is one of the most important factors in a project’s success or failure. Research by The Standish Group indicates that, according to IT managers, a lack of engagement...







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