Facilitate your use of Perfex 365 with the integration

If your integration uses Outlook and the Microsoft Dynamics 365 CRM platform, then the Dynamics 365 App for Outlook lets you make the most of both. Thanks to the integration between Outlook and the CRM, this app can enhance your use of both applications. Here are just a few features that can improve integration on Outlook and Dynamics 365 modules:

1. Link email messages, meetings, and appointments to a specific account, opportunity, or case for better visibility and tracking.
2. View contextualized client and lead data directly from your emails, meetings, or appointments, and open the perfex solutions directly from emails.
3. Create contacts and leads directly from emails, and synchronize data so that information is always up to date.
4. Add knowledge articles and sales documents to emails and meetings for ease of access.

This lets users perform a lot of their tasks without ever having to leave the CRM. Instead, information and files are just one click away. For more information, check out the Overview of Dynamics 365 App for Outlook on the Microsoft website.

About Perfex Solutions

Perfex Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of  professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions. Visit our website or contact us for more information.

What salesperson can do without a CRM solution these days? As integration continues to lead the way with its best-in-class CRM software, Dynamics 365 for Sales, sales representatives are connecting and engaging in new ways with a centralized dashboard for all customer interactions, AI-assisted engagement, and much more.

• Do you want more powerful Marketing Automation features?
• Do you want to increase productivity?
• How about adding billing automation and subscription management?
• Or enhanced communications integrations?

Microsoft Dynamics World (MSDW) and CRM Software Blog are presenting the Sales and Marketing Tools Showcase for Microsoft Dynamics 365 Sales (CRM).

• Sales and Marketing Tools Showcase for Dynamics 365 Sales (CRM) Users – Wednesday, November 2nd, 2022. Choose 9:00am, 12:00pm or 3:00pm ET.  About the Presenters:

Their Marketing Automation and Sales products can assist you in every stage of the sales journey, from lead acquisition through to a won opportunity.

Click Dimensions Marketing Automation works hand-in-hand with Dynamics 365 to attract and engage leads. These tools save you time and allow you to nurture your leads until they are ready to commit.

Click Dimensions Sales, built on the Microsoft Power Platform, allows you to continue 1-on-1 communication with leads to increase communication consistency and win rates. Following up on sales-ready leads with proven sequences can help you get to the win faster. And for those leads that aren’t quite ready to commit, you can send those back to marketing for further nurturing when appropriate.

A one-stop provider for enhancing your Dynamics 365 CRM user experience, Inogic has 15+ Microsoft Preferred Productivity Apps divided into categories according to your business needs. Geo-Spatial Apps, Storage and Document Management Apps, User Adoption Apps, SaaS Management Apps, Productivity Apps, Visualization Apps, and Integration Apps! In the Showcase, we’ll have a look at SharePoint Security Sync, Attach2Dynamics, Gamifics365, Click2Clone, and Alerts4Dynamics. These apps will help increase your overall business productivity and earn good returns on your CRM Investment. As a Partner, Inogic is growing steadily and has well-established Partner Programs for lifetime benefits.

Business needs to be free to communicate on any channel, through any device, from any location, unhindered by any shortcoming in infrastructure or technology and free of any compliance concerns. With their All-channel Contact Center and Unified Communications solution for Dynamics 365, Solgari gives you the tools you need to increase first-call resolution, drive up transaction volumes, and deliver contextual service to transform customer relationships. Solgari uniquely enables Microsoft’s Digital Contact Center Platform, integrating and powering D365, Azure, Teams, Nuance, and the Power Platform.

Intelligence On Tap (IOTAP) develops Work 365, a billing automation and subscription management solution built on the Microsoft Cloud platform. Microsoft Cloud Solution Providers and ISV companies can leverage the power of business process automation and grow recurring revenue. Work 365 enables you to manage billing and invoicing for Cloud and Subscription Services, handle Customer Service and Incident Management, and give your clients the ability for self-service and automatic provisioning, along with E-commerce and payments portals

Integration with the Other Business Tools your Teams use every Day:

Disconnected systems cause silos of data and rob productivity from your team. Top CRM for SMBs needs a CRM solution that centralizes Marketing, Sales, Customer Service, and Project Management applications into one platform.

Perfex-CRM, offered through iCepts Technology Group, is a Microsoft Office 365 application built on the Microsoft Power Platform (the same platform that Office 365, Dynamics 365, and all Microsoft cloud applications are built on). Power-CRM integrates natively with all the other Microsoft Office 365 and cloud applications as well as native integration with Outlook and Word/Excel. No other Xero CRM plugin on the market has this level of native integration. Power-CRM also has over 500 pre-built connectors to popular software applications and platforms.

Dashboards, Analytics, and Reports:

SMB businesses need out-of-box included dashboards/reports and easy-to-use tools to create their own. Power-CRM includes over 20 dashboards and reports out of the box like our Sales Analysis dashboards containing 9 pages of the most important metrics, KPI’s and sales performance analysis. We also include the best User Adoption Analysis of any CRM application.With only one 1-click you can send data from any view in Power-CRM to Microsoft Excel and use all the powerful tools in Excel to analyze your data.

Want more dashboard/report tools? Many CRM systems include some dashboards/reports however some have limited or no ability for end customers to create new dashboards/reports. Others only offer a custom dashboard/report tool you would need to learn and can’t use with any of your other software.

Work from Anywhere on Any Device:

Today people need to be productive regardless of where they are. perfex crm integration has mobile and tablet apps for Android and Apple iOS with offline mode when there is no connection to the internet. Power-CRM has mobile and tablet apps for Android and Apple iOS. No internet connection? No problem! Our mobile client apps have an offline mode with seamless background synchronization when connectivity is available.

This goal, without some sort of Sales Process integration, is virtually unachievable with no rules on how quickly sales must follow up on the new lead/prospect, no requirements on how to properly qualify new leads/prospects, and no prescribed sales activities to manage these leads/prospects.

“Built-In” Sales Process Tool:

 Consequently, not incorporating business processes in CRM is another top reason for CRM project failure. There are over many “CRM” software products on the market. Just about all of these integration users to create sales leads/prospects, and assign the lead/prospect to a sales rep. but we have not found another CRM solution that provides an out-of-box sales process to guide the seller through managing the lead/prospect.

Last Thought 

SMB businesses need a CRM solution that lets them customize or tailor specifically to their business without needing an experienced software developer. Many other solutions require you to pay a consultant every time you need something changed. Many of the lower-market web-based CRM applications have very limited ability to customize and some have no ability for end customers to make changes to the solution.

Power-CRM is built on Microsoft’s Power Platform, the leading low/no-code application development platform. This creates significant economies of scale and allows us to provide advanced functionality at pricing that is affordable for even the smallest business. Adopting a CRM that is built on a low/no-code platform also lowers your total cost of ownership. With minimal training provided in our onboarding services, you are able to further configure & customize Power-CRM using simple drag-and-drop tools for much of the customizations you would ever need to do.