A View from the TopLine

Does your organization usually depend on in-person networking, tradeshows or other face-to-face meetings as primary sources of new leads and prospects?

If so, current events have undoubtedly created an area of concern for your organization. How will your organization continue to develop a healthy sales pipeline now that you are unable to participate in these types of events for the foreseeable future? Identifying and nurturing leads is more important than ever given the financial and economic uncertainty we face.

With many businesses shifting to remote work, you are likely wondering about the security and safety of your software applications and data. TopLine Results completed the SOC 2 Type 1 audit this past month and has been compliant since 2013. The SOC 2 Type 1 audit provides independent reporting and assurance about controls at a service organization relevant to security, availability and confidentiality.

Now, more than ever, you want to ensure that you and your team are using the best tools to work and collaborate remotely. If you are a Microsoft 365 or a Dynamics 365 user, we highly recommend you visit the Microsoft Learn Portal to find out more about how the Microsoft products you have can be leveraged for your success.

If you are a Microsoft Dynamics 365 user, you have multiple options for using your CRM. If you are entering lots of data, diving into dashboards and reports, or needing to use multiple screens to have several views at once, then you’ll want to use your CRM on a laptop or desktop computer.

TopLine Results specializes in the digital marketing field. One of the most effective methods of reaching your prospect and customer base is to use the power of email marketing. Over the years, we have learned that the largest barrier to successful email marketing is a lack of good data, specifically a lack of good email addresses.

Wherever you turn, there’s news about COVID-19 and what is being done to prevent its spread. Here is a message our President, Fred Varin, recently shared about the measures TopLine Results is taking to address concerns about the Coronavirus pandemic.

We know that not all businesses work well remotely, so we are ready to help our client’s transition during this difficult time.

The new Dynamics 365 UI has been renamed as the Unified Interface. The interface extends across the Microsoft common data platform and provides the same experience in all apps but remains flexible with its customization capabilities. It is much different from the previous web design.

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.

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.

If you have recently been upgraded to Microsoft Dynamics Unified Interface, you are starting to see the added benefits of a streamlined look and feel, but there may be moments of asking yourself “where did that go?” Below we will walk you through how to access marketing lists, create them and view the members on the list from the Microsoft Dynamics Unified Interface.