Dynamics 365 Unified Interface – Finding and Navigating ClickDimensions

The Microsoft Dynamics Unified Interface is the newest experience for Microsoft Dynamics 365 users. The interface is designed to provide an optimal viewing and interaction experience for any screen size, device, or orientation. If your organization has not made the transition yet, it will soon, as the legacy web version will no longer be available starting October 1, 2020.

If you are a ClickDimensions user, you will find that things have certainly moved around.

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It is pretty common during the flow of a regular business transaction to want some sort of automation to happen – change a field, create a task, update a status, send an email, etc.  Workflows have been the traditional way to automate individual or multiple steps.

Salesforce and Sustainability Cloud

Salesforce, the worldwide leader in CRM software as a service, introduced a new “cloud” a couple weeks ago. This one is somewhat of a departure from their previous business-oriented offerings. Sustainability Cloud is designed to track a company’s carbon usage and their progress toward reducing their carbon footprint.

Salesforce and Manufacturing Cloud

Salesforce, after a record 2nd quarter of $4.0 Billion (up 22% from last year), announced a series of new vertical templates. In this blog, we are going to take a very high-level look into the new Manufacturing Cloud.

The idea behind Manufacturing Cloud is to more closely align Sales and Operations, so that sales forecasts and the manufacturing demand planners are in synch.

Sales and Marketing . . . Best Friends Forever?

What are some of your favorite pairings? Some of mine are peanut butter and jelly, movies and popcorn and Hans Solo and Chewbacca. My most favorite pairing EVER is sales and marketing. I know I’m biased. I am a Digital Marketing Consultant after all, and I’m also a salesperson.

Fred Varin attends VetsNet Roundtable

VetsNet Roundtable

TopLine Results doesn't just say they support U.S. veterans, but hires them as well. Our marketing consultant, Madison Knabe, is part of the Wisconsin Air National Guard. As part of our goal to give back to a community that secures our freedom on a day to day basis, Fred, TopLine's President, attended VetsNet Executive Roundtable.

Video Techniques

Recently I hosted my Pizza and Pop event all about video. We covered why you should use video, many different types, and some hot tips and tricks to shooting your own videos. Oh and of course, we all had pizza! Now that the event is behind us, I want to follow up with some additional video techniques.

TopLine Results Corporation Celebrates Milestone Anniversary

[Pewaukee, Wisconsin – May 13, 2019] – TopLine Results Corporation, a customer relationship management (CRM) consulting firm based in Pewaukee, Wisconsin, is celebrating its twentieth anniversary.  Fred Varin, President, founded TopLine Results in April 1999 with the goal of helping businesses achieve success through outstanding CRM systems.