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LinkedIn Sales Navigator is an enhanced social selling tool which learns from your behaviors and preferences to recommend viable prospects. Not only that it also feeds you information which can help you enhance your current connections, and give you insight into new potential connections. Partner this tool with Dynamics 365, and you are off to the races, providing you with integrated tools which allow you to have all the information you need in one place.
 
Topics of Interest:
· What is LinkedIn Sales Navigator
· Leverage the feature set of LinkedIn Sales Navigator
· CRM Widget - Company and Member Profiles embedded in D365 records
· CRM Sync - Bi-Directional Sync between D365 and LinkedIn Sales Navigator

Date: Thursday, April 26, 2018
Time: 11:00AM EST - 11:30AM EST

CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

Crystal Williams, Web Marketing Assistant, WebSan Solutions Inc.,a 2017 Microsoft Modern Marketing Innovation Award Winner

Published in WebSan Blog
Thursday, 06 November 2014 06:15

Microsoft Dynamics CRM 2015 New Features

Learn more about Dynamics CRMView Dynamics CRM PricingDynamics CRM vs Salesforce

Microsoft Dynamics CRM 2015 new release, otherwise known as "Vega", is set to be launched before the end of this calendar year. Microsoft Dynamics CRM products help companies unite their marketing, sales and service teams with the insights they need to deliver amazing customer experiences every time.

Here are some of the new features that are going to be included in Dynamics CRM 2015:Microsoft Dynamics CRM 2015

Sales

Guided Sales Processes - The Microsoft Dynamics CRM 2013 business process flows are improved in the new version and include a branching capability to allow organizations to implement complex business processes.

Marketing

Campaign Management Console – The Campaign Management Console will include A/B testing, multi–condition triggers and cross campaign offers with results displayed in real-time analytics.

Customer Service

Case Management – Agents will be allowed to pause and resume Service Level Agreements (SLAs) and track the time for which a case was on-hold.

Social

Social Listening – Users will be able to listen to social conversations in 19 languages as well as use location filters to narrow data results and see social media posts from specific countries.

Platform

Calculated fields – You can define calculated fields in CRM to contain values resulting from common calculations, such as math and conditional operators, without writing any code.

You can view a full list of the Dynamics CRM 2015 new features as well as more details about them in our infographic:

Download our Microsoft Dynamics CRM 2015 Infographic now!

Stay tuned for more innovations and exciting capabilities that Microsoft Dynamics CRM 2015 has to offer.

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., an Ontario Business Achievement Award for Service Excellence 2014 Finalist

Published in Dynamics CRM
Wednesday, 07 August 2013 01:00

New Installation Tip - Invoice Alert

Learn more about Dynamics GPView Dynamics GP PricingFree Dynamics GP Training

Dynamics GP allows users to enter invoices through a number of different methods.  When first accessing the invoicing windows in GP, users will often encounter a system alert warning them of the fact that they have multiple windows with which to enter the data.  Without intervention, this warning will always appear for users moving forward.

To get rid of this warning, run your GP Utilities (from your Start menu).  In the Additional Tasks window, select the ‘Remove SOP and Invoicing message’.  Proceed to uncheck ‘Warn in Sales Order Processing’ & ‘Warn in Invoicing’.  When complete, the warning will be gone forever.

Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist.  Adam can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it. or 416-499-1235 ext 213.

Published in Microsoft Dynamics GP