SyncraTec has recently taken on a project to redesign a complex workflow to automatically generate a number of Word and .pdf documents to help improve operational efficiency for a law firm specializing in Social Security disability cases.
How Your Sales Team Benefits from a Dynamics 365 Sales Forecast (Part 2) Dynamics 365 for Sales offers a lot of nice features to facilitate
How to Set Up a Dynamics 365 Sales Forecast Model (Part 1) A sales forecast can help sellers track their performance against their targets and
How to Manage Phone Calls in the Unified Interface Dynamics 365 is constantly improving the interactive experience for the sales professional. As a result, there
Tips on How to Manage Opportunities in the Unified Interface I am a Dynamics 365 citizen developer consultant supporting multiple clients in all kinds of
How to Find Related Background Processes in the Unified Interface Unified Interface – What’s missing? Many of us have been configuring model-driven apps using the
The Dynamics 365 Enhanced Email Experience Dynamics 365 Enhanced Email Experience is a major improvement for composing emails. In this blog, I’m going to highlight
Why configure Dynamics 365 Interactive Dashboards? I look forward to the opportunity to create an Interactive Dashboard in Dynamics 365. Although they are quickly and
Why use Dynamics 365 Custom Activities? The Unified Interface Timeline was a nice addition to Dynamics 365. It was a big improvement over the old
Create Multiple Phone Calls in Dynamics 365 I’m not a Business Developer, but I do understand that the job of a Business Developer is not
