One of the most fundamental concepts of a CRM system is to build and maintain business relationships. CRM systems help us keep historical touchpoint information by tracking email communications, phone calls, meetings, and tasks we’ve completed with our contacts over the years.

Replying to work emails has increasingly shifted to mobile devices. Many of these messages and replies are important to track and share with your organization. In the following example, I will discuss how to reply to an email from your mobile device using the Outlook app and show the option to link it to Dynamics 365. (Be sure to download the Outlook app from your app store.

This summer Act! released version25! This new version is equipped with advanced capabilities, making it easier to design custom reporting dashboards, send SMS text messaging, and gain valuable insights from your data to maximize your business performance.

The term Microsoft Dynamics 365 (D365) Team Members license (Team Members license) is often confused with the Teams instant messaging app. Teams offers many great communication features like workspace chat, video conferencing, and application integration and is included with some Microsoft 365 (formerly Office 365) packages.

Offline Access for your Cloud Based CRM
Using an online CRM system is great as it allows you to make updates anywhere and at any time! But what if you visit customers, prospects, or other business contacts that are in a remote location where there is a spotty connection or no coverage at all? Yes, this still happens.

If you are an organization that uses Dynamics 365 solutions, you are probably aware of the updates provided by Microsoft called “release waves”. Hot off the press is the 2022 release wave plan 2. A plethora of features will be available across several apps from October 2022 through March 2023. In this blog, we will review the new Sales usage reports.

At TopLine Results we love to share information we come across that we feel can be useful to our current and potential customers. Giving back is part of our DNA. With that in mind, when I stumbled on a site that listed where to get free stock photos, I was inspired to share this information and more! After all, who doesn’t love getting something for free 😊

Whether it’s for blogging, social media, literature, etc.

In your CRM, there are times you will need to change/update data. Today, we’ll discuss a few options to help you make quick updates in Microsoft Dynamics for Sales, keeping in mind that most CRM systems have similar features.

Editing within a list view (Editable Grid)

From the menu, choose the ellipsis and select Show As > Editable Grid.

Do you have to schedule several appointments daily? Do your appointments sometimes involve internal resources? Are you constantly sending multiple emails with date and time options for meetings to your contacts? Are you looking to reduce the amount of time you spend scheduling appointments? If any of these scenarios sound familiar to you, you may want to consider using Calendly!  A FREE scheduling tool.

Last year ended with the exciting release of the new Act! Web SaaS product launched in Q4

This year the excitement continues with the next release of Act! – v23 due for release in March!

Currently in testing, feature updates will include:

Outlook enhancements for activity settings and email history
Word integration and support for 64-bit Office with improved user interface
Quality improvements with fixes for over 50 issues
…and more!

V23 has been a long-awaited release!

2021 also brings the annual price increase for current Act! customers on their next renewal beginning April 1st.