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CRM

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AI technology solutions

AI Without the Hype: Realizing High-Value Business Transformations

Reading Time: 5 minutes
  • March 9, 2023
  • 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…
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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…
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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….
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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…
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Dynamics 365 CRM for financial services

Enterprise Bank Powers Services to Foster Prosperous Communities with Microsoft Dynamics 365 CRM and Sikich

Reading Time: 9 minutes
  • June 21, 2022
  • Case Study | Cloud | CRM | Dynamics 365 | Power BI | SharePoint | Technology
Enterprise Bank decided it was time to replace an older customer relationship management (CRM) system for financial institutions. Because it needed a more powerful…
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Equipment-Manufacturing-Scenarios-to-Help-Create-a-Business-Case-for-CRM

3 Equipment Manufacturing Scenarios to Help Create a Business Case for CRM

Reading Time: 14 minutes
  • March 31, 2022
  • CRM | Equipment manufacturing | Information Technology | Manufacturing | Project Management | Technology | White Paper
Real-life scenarios in equipment manufacturing that illustrate how CRM software can help you do better by your customers and team members. …
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CRM project success

14 Tips for Successful CRM

Reading Time: 4 minutes
  • March 17, 2022
  • CRM | Technology
The very mention of a CRM project gives some organizational leadership heartburn, or at the very least, a great deal of angst. CRM project…
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tips for fast cloud ERP deployment with Sikich HEADStart

Supply Chain Technology: 7 Secrets to Instant Value with Cloud ERP & CRM

Reading Time: 20 minutes
  • February 23, 2022
  • CRM | Dynamics 365 | ERP | Infographic | Technology | White Paper
Sikich begins most Microsoft Dynamics 365 ERP or CRM projects by deploying HEADSTART. Doing so reduces implementation efforts and costs, accelerates project completion, and…
Read More
D365 CRM sales forecasting

Sales Forecasting with Dynamics 365 CRM

Reading Time: 5 minutes
  • February 11, 2022
  • CRM | Distribution | Dynamics 365 | Equipment manufacturing | Industrial Equipment Manufacturing | Manufacturing | Technology
You probably already know that Dynamics 365 CRM (D365 CRM) is a powerful resource for managing customers and customer engagement, but you may not…
Read More
TOP EQUIPMENT MANUFACTURING CONTENT 2021 – SIKICH

Best of Equipment Manufacturing: Digital Year in Review

Reading Time: 4 minutes
  • February 8, 2022
  • CRM | Distribution | Dynamics 365 | Dynamics 365 for Finance and Operations | Equipment manufacturing | Industrial Equipment Manufacturing | Infographic | Information Technology | Manufacturing | Technology | White Paper
What are the current trends and challenges in equipment manufacturing? What technology is available to help you address the current supply chain landscape and…
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Best of Distribution

Best of Distribution: The Ultimate Guide to Distribution Success with Technology

Reading Time: 3 minutes
  • February 3, 2022
  • CRM | Distribution | Dynamics 365 | Dynamics 365 for Finance and Operations | Infographic | Information Technology | Technology | White Paper
Worldwide, distribution and supply chain management are straining as never before to predictably meet customer demand and allow companies to remain viable. In this…
Read More
Sikich client account managers

2021 Salesforce Digital Year in Review

Reading Time: 4 minutes
  • February 1, 2022
  • CRM | Salesforce | White Paper
2021 SALESFORCE digital year in REVIEW 10 EMPOWER YOUR CLIENTS WITH SALESFORCE EXPERIENCE CLOUD Salesforce Experience Cloud is enabling organizations to rise to the challenge…
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bringing cloud inventory management to Raymond Corporation

What’s Next for Distribution Management: 7 Key Areas to Modernize

Reading Time: 23 minutes
  • January 31, 2022
  • CRM | Distribution | Dynamics 365 | Dynamics 365 for Finance and Operations | Dynamics 365 for Finance and Supply Chain Management | Infographic | Information Technology | Technology | White Paper
Worldwide, distribution and supply chain management are straining as never before to predictably meet customer demand and allow companies to remain viable. In this…
Read More
D365 CRM mobility

Microsoft Dynamics 365 CRM Mobility and Outlook Integration for Manufacturers

Reading Time: 4 minutes
  • December 8, 2021
  • CRM | Dynamics 365 | Manufacturing | Technology
Now that we’ve looked into general navigation and dashboards in Dynamics 365 CRM (D365 CRM), let’s now dive into the mobility capabilities and Outlook…
Read More
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