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Insurance agents regularly need to access multiple systems to do their jobs. Data for clients, policies, applications, and renewals will live in the policy management system, while prospective client data and opportunity pipeline will be managed in a CRM system like Dynamics 365.
This year we celebrated our 10th annual Hitachi Solutions Customer Conference in Las Vegas, Nevada! As in years past, we were amazed and humbled to hear the success stories of so many of our customers and closest partners, such as Microsoft.
The tool, based on Microsoft Dynamics 365 and Azure solutions, will allow the measurement of all financial metrics, including the real return on investment (ROI), total cost of ownership (TCO), and payback period. IRVINE, CALIF. MAY 19, 2017 Hitachi Solutions America, Ltd.
Microsoft Dynamics 365 is the next generation of intelligent business applications that enable your organization to grow, evolve and transform.
Greetings CRM’ers. Today, we’re going to install Dynamics CRM 2016 on SQL 2016 with a level of difficulty expanded because we don’t have Windows Updates available. Think of this like not having Internet on the SRS server.
When deploying Dynamics 365 for Customer Service in a not-for-profit environment, it is useful to consider the differences between the non-profit and for-profit worlds, as it may influence the metrics used and the goals of your deployment.