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CRM

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improved productivity for manufacturing business

Sikich Manufacturing Industry Pulse Survey – Improved Productivity

Reading Time: 4 minutes
  • September 21, 2023
  • CRM | ERP | Manufacturing | Technology
Sikich’s latest Manufacturing Industry Pulse Survey of more than 130 manufacturing and distribution executives implies guarded optimism by some respondents regarding the business outlook….
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Microsoft Sales Copliot

Microsoft Sales Copilot: Streamlining Sales through Technology

Reading Time: 4 minutes
  • September 18, 2023
  • AI | CRM | Dynamics 365 | Technology
In today’s fast-paced business world, sales professionals face numerous challenges. One significant challenge is the time-consuming administrative burden of manual data entry into CRM…
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How to use javascript add rules to Power Pages Forms

How to Utilize JavaScript to Add Business Rules in Power Pages Forms

Reading Time: 3 minutes
  • September 12, 2023
  • CRM | Information Technology | Technology | Tips & Tricks
As of 2022, Microsoft announced that Power Portals would be rebranded to Power Pages. This low-code power platform is a great solution for developers…
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EDO CRM software

Debunking 7 EDO CRM Software Implementation Myths

Reading Time: 7 minutes
  • August 4, 2023
  • CRM | Economic Development Organizations | Technology
Economic Development Organizations (EDOs) face significant challenges in organizing communications. Many EDOs still track these interactions with outdated tools like Excel. But Excel wasn’t…
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Inventory Management advice

Inventory Management Advice

Reading Time: 3 minutes
  • August 1, 2023
  • Business Transformation | Cloud | CRM | Distribution | Dynamics 365 | Dynamics 365 for Finance and Supply Chain Management | Equipment manufacturing | ERP | Industrial Equipment Manufacturing | Manufacturing | Technology | White Paper
What are the current trends and challenges in inventory management? What technology is available to help you address the current supply chain landscape and…
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wholesale distribution software

Modern Business Applications: A Game Changer for Wholesale Distributors in the Educational Sector

Reading Time: 3 minutes
  • July 13, 2023
  • CRM | Distribution | Dynamics 365 for Finance and Supply Chain Management
In today’s rapidly evolving world, businesses across industries are increasingly leveraging digital transformation to stay competitive and meet the changing needs of their clients….
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digital rolled goods manufacturing

Advancing Digital Leadership in Rolled Goods Manufacturing

Reading Time: 3 minutes
  • July 12, 2023
  • CRM | Dynamics 365 for Finance and Supply Chain Management | Manufacturing | Rolled Goods Manufacturing
Digital technology, market changes, volatile supply chains, and generational turnover prompt manufacturers to reinvent how they do business. Makers of rolled goods have an…
Read More
data management with Microsoft Dataverse

Simple, Secure, Consistent: Create More Value From Data Assets and Microsoft Solutions on the Dataverse

Reading Time: 8 minutes
  • May 4, 2023
  • CRM | Dynamics 365 | Technology
Are you using the Microsoft Power Platform and need to deliver customer relationship management (CRM) capabilities to the business? Or, are you maybe already…
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EDO cloud technology

Empowering EDOs in a New Era

Reading Time: 6 minutes
  • May 1, 2023
  • CRM | Dynamics 365 | Technology
Economic development organizations (EDO) play a key role in helping businesses and communities reclaim lost ground as the pandemic shifts from an acute, resource-straining…
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EDO CRM solution infographic

Today’s Empowered EDO, Tomorrow’s Thriving Community and Infographic

Reading Time: 3 minutes
  • April 3, 2023
  • CRM | Dynamics 365 | Economic Development Organizations | Technology
Economic development organizations (EDO) fulfill an increasingly critical mission to drive the economic wellbeing of businesses, organizations, and communities. To help EDOs achieve their…
Read More
AI technology solutions

AI Without the Hype: Realizing High-Value Business Transformations

Reading Time: 5 minutes
  • March 9, 2023
  • AI | CRM | ERP | Managed Services | Technology
Many companies feel that it’s time to take advantage of AI or face being left behind by industry competition and innovation. Sikich has grown…
Read More
EDO CRM

The Kind of CRM EDOs Need

Reading Time: 3 minutes
  • March 2, 2023
  • CRM | Dynamics 365 | Technology
Economic Development Organizations (EDOs) play a crucial role in supporting businesses and fostering economic growth in their communities. To do this effectively, EDOs need…
Read More
dynamics gp success story clarke corp

Clarke Living Case Study

Reading Time: 1 minute
  • February 22, 2023
  • Case Study | CRM | Dynamics 365
With a canvas app Sikich created and embedded in Microsoft Dynamics 365 Sales, New England’s leading provider of high-end kitchen appliances makes it easier…
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EDO CRM

The Single Biggest Problem Facing EDOs and How CRM Solves It

Reading Time: 3 minutes
  • February 2, 2023
  • CRM | Dynamics 365 | Economic Development Organizations | Technology
The single biggest problem facing Economic Development Organizations (EDOs) is the challenge of managing and organizing their interactions with businesses and other stakeholders. EDOs…
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A view of Calgary from water

Case Study: Calgary Economic Development

Reading Time: 1 minute
  • September 9, 2022
  • CRM | Dynamics 365 | Government | Site Selection
As one of Canada’s largest cities, Calgary spent years searching for the right mix of technologies to better manage contracts, customer relations and more….
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City of Austin case study Economic Development CRM

City of Austin Grows an Equitable, Competitive Economy for Everybody

Reading Time: 14 minutes
  • August 2, 2022
  • CRM | Dynamics 365 | Government | Information Technology | Technology
With the deployment of Microsoft Dynamics 365 CRM with Sikich Economic Development Accelerator, the City of Austin saw integrations with marketing, events management and…
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how to use the dynamics 365 customer engagement admin portal

How to Use the Admin Portal in Dynamics 365 Customer Engagement

Reading Time: 5 minutes
  • August 1, 2022
  • CRM | Dynamics 365 | Technology
First thing first to using the Dynamics 365 Customer Engagement admin portal, log into your Microsoft account. Type https://admin.powerplatform.microsoft.com, and you’ll be directed into…
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Dynamics 365 crm multiple currency

Using Multiple Currency in Dynamics CRM

Reading Time: 4 minutes
  • July 22, 2022
  • CRM | Dynamics 365 | Technology
It’s quite likely you have worked with customers of your company that provide services outside the United States. Oftentimes they prefer or even require…
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migrate dynamics crm to dynamics 365

What Does It Mean to Migrate to Dynamics 365 From On-Premises Dynamics CRM?

Reading Time: 4 minutes
  • July 21, 2022
  • CRM | Dynamics 365 | Technology
So you read my last article, 10 Headaches With On-Premises Dynamics CRM, and you are convinced that Dynamics 365 is right for your organization….
Read More
Dynamics CRM on-premises headaches

10 Headaches With On-Premises Dynamics CRM

Reading Time: 3 minutes
  • July 20, 2022
  • CRM | Dynamics 365 | Technology
You love your Dynamics CRM 2016 system. Memories of that disastrous upgrade from 2013 have faded, and users have been keeping adoption rates really…
Read More
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