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Battle of the Best Password Managers: Dashlane, Bitwarden, 1Password, Zoho Vault, LastPass, and Secret Vault
Ryan Ingram, 06 June 2024
Going digital whether for personal or business use offers numerous benefits such as convenience, faster transactions, and centralized data management. However, it also comes with a lot of risks especially when sharing sensitive information. With the rise in cyber threats, protecting this data has be
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Improving HR Department Financial Processes with Xero Integration for Dynamics 365
Ryan Ingram, 26 June 2024
The Human Resources Department function goes beyond just finding the right talent for job vacancies. They also have to manage payroll, employee expenses, and financial records. These tasks can be time-consuming and prone to errors due to manual data entry and the use of different systems. By integra
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Three Reasons Why the Financial Sector Should Use Infinity Lookup for Dynamics 365 to Simplify Data Management
Ryan Ingram, 20 June 2024
The financial sector handles vast amounts of customer data, making accurate data collection and management crucial. Here’s how Infinity Lookup for Dynamics 365 can simplify these tasks:Improved Data RelationshipsInfinity Lookup enhances data relationships by allowing you to create and customize look
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Scenarios Where Infinity Buttons: Clone Record Can Be Used
Ryan Ingram, 10 April 2024
The Infinity Buttons: Clone Record is a tool that can be easily integrated into your Dynamics 365 CRM and can be used for various scenarios. The benefits of using the tool are to streamline processes, improve efficiency, and reduce manual efforts. Here are some scenarios where Clone Record tool can
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Seven Reasons Why Your Business Needs Cloud Storage
Ryan Ingram, 21 March 2024
Embracing technology can revolutionize businesses, streamlining operations and boosting efficiency. Among these innovations, cloud storage stands out for its myriad advantages that can significantly optimize business processes. Here's a comprehensive breakdown of the benefits it can offer your organ
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Top 5 Reasons Why You Need SharePoint Integration to Your CRM System
Ryan Ingram, 10 March 2024
Maximizing the potential of your Dynamics 365 CRM system extends far beyond just consolidating data—it offers numerous advantages that significantly elevate your business or organization. One powerful means of augmenting its capabilities is through integration with SharePoint, a move that can revolu
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Common frustrations in saving files in Dynamics 365 and how to solve them
Ryan Ingram, 25 February 2024
Saving files in Dynamics 365 can be beneficial in so many ways such as ensuring access to the right files at the right time and also being able to share them easily with your colleagues and stakeholders. However, there are some common challenges that lead to frustrations. We’ve outlined these comm
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How to Manage Customer Data in 2024 with GDPR Requirements
Ryan Ingram, 21 February 2024
In 2024, managing customer data comes with the responsibility of complying with regulations like the General Data Protection Regulation (GDPR). This guide offers essential insights to help your organization understand GDPR requirements and ensure compliance, in particular when using Dynamics 365. GD
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New features coming for Microsoft Teams - including breakout rooms.
Ryan Ingram, 05 November 2020
Microsoft recently released some much-anticipated features for Microsoft Teams on the back of the COVID 19 usage explosion that has characterised 2020. Organisations found themselves needing to push their communication channels and way of working onto the cloud and it almost forced some decisions th
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Who is needed in the team for Dynamics 365 project success?
Ryan Ingram, 05 August 2020
So, you’re considering launching into a new Dynamics 365 project (whether a new deployment, upgrade or migration)??One of the key things to understand is what kind of resources and how much time should you allocate to your team to ensure the project has the best chance of success. We’ve found that g
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The Low Code, No Code Revolution
Ryan Ingram, 23 July 2020
What is it? Can it help my organisation? What are the benefits and some pitfalls?Low-Code, No Code is a term that has been discussed a lot recently and we’re seeing a few of our clients turn their hand at this with the Power Platform as a viable alternative to traditional custom development. As we w
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Using Dynamics 365 and the Power Platform to better calculate the ROI on sponsoring events.
Ryan Ingram, 18 October 2019
Attending an annual trade or industry event as an exhibitor or a sponsor used to be a given. The Justification was always warranted – you were there to meet your customers, to meet prospects and push them further along the sales process or if you had to: “we need to be there as all of our competitor
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How to Know When to Stop Investing in Legacy Systems
Ryan Ingram, 27 May 2019
From the early 90’s to 2000’s we saw the emergence of accessible technology which started to connect and streamline paper-based or manual systems. We are now entering another wave of core technology advancement that can streamline business processes, increase sales, increase productivity and easily
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