CRM

Sikich Manufacturing Industry Pulse Survey – Improved Productivity

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….

Microsoft Sales Copilot: Streamlining Sales through 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…

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

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…

Debunking 7 EDO CRM Software Implementation Myths

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 Many EDOs still track these interactions with outdated tools like Excel.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…

Inventory Management Advice

What are the current trends and challenges in inventory management? What technology is available to help you address the current supply chain landscape and…

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

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….

Advancing Digital Leadership in 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…

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

Are you using the Microsoft Power Platform and need to deliver customer relationship management (CRM) capabilities to the business? Or, are you maybe already…

Empowering EDOs in a New Era

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…

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

Economic development organizations (EDO) fulfill an increasingly critical mission to drive the economic wellbeing of businesses, organizations, and communities. To help EDOs achieve their…

AI Without the Hype: Realizing High-Value Business Transformations

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…

The Kind of CRM EDOs Need

Economic Development Organizations (EDOs) play a crucial role in supporting businesses and fostering economic growth in their communities. To do this effectively, EDOs need…

Clarke Living Case Study

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…

The Single Biggest Problem Facing EDOs and How CRM Solves It

The single biggest problem facing Economic Development Organizations (EDOs) is the challenge of managing and organizing their interactions with businesses and other stakeholders. EDOs…

Case Study: Calgary Economic Development

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….

City of Austin Grows an Equitable, Competitive Economy for Everybody

With the deployment of Microsoft Dynamics 365 CRM with Sikich Economic Development Accelerator, the City of Austin saw integrations with marketing, events management and…

How to Use the Admin Portal in Dynamics 365 Customer Engagement

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…

Using Multiple Currency in Dynamics CRM

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…

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

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….

10 Headaches With On-Premises Dynamics CRM

You love your Dynamics CRM 2016 system. Memories of that disastrous upgrade from 2013 have faded, and users have been keeping adoption rates really…