Integrating Sales and Financials in Dynamics 365
Integrating Sales and Financials in Dynamics 365
February 10, 2017

Have you ever thought to yourself, “how do Dynamics 365 for Sales and Dynamics 365 for Financials really work together?” Well, wonder no more because PowerObjects and Boyer & Associates

AssureSign and Dynamics 365
The CRM Minute: AssureSign and Dynamics 365 Work Together Like Magic [VIDEO]
February 8, 2017

Are you in sales? Are you overwhelmed with keeping track of your documents? Are you sending contracts to multiple countries and about to lose your mind with all the currencies

Score Your Website Leads
4 Steps to Properly Score Your Website Leads
January 12, 2017

If you’re lucky enough to have so many leads you don’t know where to focus your attention, then lead scoring is for you. In a nutshell, lead scoring allows you

Sales Dashboard
3 Things Every Sales Dashboard Should Have
December 1, 2016

One of the most easily customizable features of Microsoft Dynamics 365 is the Dashboards function. They are fun, insightful, and can be tailored to your personal business needs. An entire

announcements
PowerObjects Proudly Presents: How PowerObjects Uses Microsoft Dynamics CRM for Lead Gen
September 22, 2016

Are your sales and marketing teams stuck in individual silos? At PowerObjects, we use Microsoft Dynamics CRM to join our teams together with one goal: Lead Generation. Leads are the

Sales and Marketing
How We Get Marketing and Sales to Play Nice—with CRM as the Parent in Charge
September 15, 2016

In theory, your marketing and sales departments should be one big happy family. In reality, it can seem more like siblings who love each other but have some major differences.

Invoice Line View
Friday Flash Tip: Where is the “New” Button to create a new Invoice Line View?
September 9, 2016

It’s important to some organizations to give their sales team visibility into past invoices. This helps them analyze trends and predict the future needs of their customers. This invoice data

customizing
Best Practices for Business Process Flows
August 9, 2016

A visual representation of business processes can add value to any organization, whether it’s about working a sales opportunity to close or assisting customers through a support issue. Business process

crm-for-marketing
How Sales and Marketing Can Get the Most out of CRM . . . Together!
May 26, 2016

Competition is good; it motivates, it makes us better, and weeds out poorly executed ideas or plans. But sometimes competition within different business departments can be harmful to the business

addons
So You Got Leads: Now Nurture Those Suckers!
April 28, 2016

Congratulations, you’ve got leads! Now what do you do with them? That is an excellent question, and one that we’ll discuss today. First, let’s define a lead as someone who