Electronic record management, especially documents and emails, is often one of the biggest pain points for both large and small organizations. Think about how many emails you send and receive throughout the course of a day. Your job role may require you to reference various documents housed within the organization.

Proper categorization and security are significant concerns, especially when it comes to improper password protection or other human errors that can lead to a data breach. That’s what Azure Information Protection works to address.

A robust email campaign is a vital tool for any organization’s marketing efforts. Without the right tools, setting one up can become arduous and time-consuming. Microsoft helps streamline email through the capabilities of its Microsoft Dynamics CRM email marketing solution. It’s a core feature of Dynamics 355 Marketing that helps with tasks like sending large batches of personalized emails for marketing purposes, creating automations based on the customer journey, and letting you view the results of your outreach efforts.

Cloud computing removes the need for businesses to maintain on-site data centers. That’s money saved in hardware investments and maintenance of the hardware. Amazon Web Services (AWS) and Microsoft Azure are two of the most popular cloud service providers on the market. Deciding which one is better, AWS or Azure, comes down to your data needs and the kind of applications you need to house. Let’s look at what each cloud provider offers and how you can use them to transform your IT infrastructure.

While Microsoft may be king when it comes to operating systems, it faces an uphill battle to win over market share from Salesforce in the CRM market. Salesforce has continued to dominate in that arena, claiming the #1 CRM provider crown in 2020 for the 7^th year in a row. Things tend to come out more evenly when you do a Microsoft Dynamics 365 vs Salesforce feature-by-feature comparison.  There’s a lot to like about both Salesforce and Microsoft Dynamics 365. Both give organizations the kind of flexibility needed to grow and expand in a competitive marketplace.

Embedding Power BI into a Dynamics 365 instance gives users the ability to pull in reports, tiles, and dashboards from Power BI. You’ll need administrator access to perform a one-time configuration between the two applications to ensure proper communication and authentication. That allows the Dynamics 365 server to contact Power BI for a user, gain access to specific visualizations, and then redraw it within the application.

Identity and Access Management (IAM) solutions help organizations define, organize, and manage users' roles within an organization. Administrators control the access individual users have to relevant systems and applications and revoke privileges when warranted. The growing embrace of cloud technology provided Microsoft with an opportunity to evolve its popular Windows Active Directory (AD) IAM, leading to the development of Azure Active Directory (Azure AD).

Microsoft Dynamics 365 is more than just another CRM solution. It provides a full suite of cloud software solutions that help organizations streamline many of the manual business processes that can bog down your workers' efficiency. Incorporating the right elements of the Dynamics 365 platform can give your employees the freedom to focus on the tasks critical to achieving company goals. The following overview should provide some clarity if you’re still having trouble figuring out the answer to the question: What can Dynamics 365 do for your business?

A virtual machine (VM) is an individual operating system that works like a physical computer but is created with software that builds an abstraction layer over existing physical hardware. Microsoft Azure gives organizations the ability to create VMs through their Azure Infrastructure as a Service (IaaS) platform. There several different ways IT shops can leverage Azure IaaS to create new VM instances as needed to support business goals.

The past decade has seen a dramatic rise in As-A-Service cloud technology offerings designed to reduce upfront IT costs for organizations, offer more business flexibility, and provide easy access to innovative business technology. Microsoft Azure’s suite of products gives organizations the ability to choose different services to scale and adapt to their business needs. Customers pay a subscription each month to gain access to Azure services, including Azure Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS) product models.

Like most businesses, the financial services industry relies on the client relationship to stay competitive. It’s a people-driven business, after all, and with those clients come reams of financial data that must be kept secure. A customer relationship management (CRM) platform is an important tool for financial advisors in banking, retirement, portfolio planning, or other areas, to manage data and client contacts. Here are 10 ways a CRM for financial advisors can change your business.