One of the biggest technology mistakes with small business is when they pick their software “in the now.” What we mean is that they look for software to handle HR, payroll, billing, sales, or other operational functions based upon criteria tied to what they need today. In this, there is a failure to see the vision of scalability that could, and should, come with business growth.

The result is that they end up with a piecemeal of legacy platforms. The effect on the ground is that this patchwork of technology creates more work for staff, and many times the software isn’t able to flex with business growth.

To understand the purpose of a SharePoint hub site you have to think about a wagon wheel. Within the context of a department, region, division, or product, the hub is the one piece holding the myriad of components together. What connects the spokes in a wagon wheel? The hub, of course, and Microsoft SharePoint hub sites are the one organized focal point for the teams that use the software.

Today, software iterations evolve faster than global weather patterns. These changes stem from a heady mix of marketplace competition, product innovation, and the tennis volley between software developers and cyber criminals.

Microsoft, in particular, has embraced the drive to innovate, with a twice-a-year release cycle for the past decade or so. Today, it seems like Microsoft is releasing new versions of its software offerings almost constantly, which can throw your help desk, your IT team, and your staff into a tailspin.

We already understand the importance of sharing information between departments. That’s exactly why companies like Microsoft have developed a whole set of office tools under the Dynamics 365 umbrella. The interoperability of all these platforms is an intelligent way to streamline operations and sales by sharing data back and forth.

 So, here’s a dilemma: Not all software systems are configured properly to play nice with others. Fortunately, in the case of Dynamics 365 and SharePoint, since both are Microsoft products, they naturally integrate well with each other. Microsoft has worked hard to create an umbrella of office software suitable for the largest enterprise organizations or the solo entrepreneur.

However, Dynamics 365 SharePoint integration is necessary to optimize the ROI on these products. This article will help you understand why Dynamics 365 SharePoint integration not only matters – but why it’s imperative for your business.

Nucleus Research says for every $1 spent on a customer resource management (CRM) software platform, the return is between $5.60 and $8.71. Now here’s the bad news; HubSpot says 40% of sales reps don’t even use this tool to manage leads, instead relying on Excel spreadsheets or perhaps Rolodex cards to control their sales funnel and foster customer relationships. How is this even possible when the statistics tell us that 47% of the teams that use a CRM say these platforms have a positive impact on customer retention?

Customer relationship management (CRM) software is a single-database platform where all of your interactions with prospects and customers are stored. It is the single source of information that should meet the needs of multiple departments in a business.

“The better a business can manage the relationships it has with its customers the more successful it will become.”
Info Entrepreneurs

Reaping the benefits of customer relationship management should be the goal of every company. There is simply no way to build a business without it

When it’s time to consider accounting software, understanding the strengths and weaknesses of the platform is very important. Obviously, you’ll look at ease of use, support, and how the software meets your unique business case. But it’s also going to be hard to decide between software, especially if your organization is planning on growing.

As with most SaaS based solution, Dynamics for Finance and Operations needs to be customized a bit to get the most out of the software. Putting in the time up front to set up these modules will improve the speed of adoption and overall ROI.