Dynamics 365 for Auditing Activities
Many government and commercial organizations are responsible for conducting audits of financial and other performance in order to ensure compliance with regulations. Microsoft Dynamics 365 offers a rich…
Jim Townsend
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Standards and Interoperability for CRM
Tomorrow I will be presenting on “Standards and Interoperability for CRM” at the CRM Evolution Conference in Washington, DC. Standards are important for many technologies, but in business…
Getting the Most Out of GovCon CRM
Selling to government agencies requires a different approach from most sales processes, and therefore a customer relationship management (CRM) system bust reflect the way that your company behaves…
Handy CRM Views and Graphs for Government Contractors (GovCon)
If you use a customer relationship management (CRM) system for tracking government contracts, you will find yourself using some views, reports and graphs more frequently than others. Here…
Understanding Budget, Payments and Milestones in Grants Manager Plus
Managing finances is at the core of InfoStrat’s Grants Manager Plus software for grantors to manage the full lifecycle of a grant. This post explains key concepts for…
When You Want CRM Power without Sales, Customer Service or Marketing
My company InfoStrat has been working with Dynamics 365 for over 13 years since version 3.0 of Dynamics CRM was released. For more than half of our customers,…
InfoStrat Grants Manager Plus Review on FinanceOnline
FinancesOnline recently reviewed InfoStrat Grants Manager Plus and named it a rising star of 2019 as well as one of the top 50 grant management software products. FinancesOnline is…
Understanding Programs in Grants Manager Plus
InfoStrat’s Grants Manager Plus solution helps grantor agencies with the full lifecycle of a grant. This blog post focuses on setting up grant programs. A grant program allows…
Victim Notification Software: InfoStrat SAVIN360
InfoStrat developed the SAVIN360 Victim Notification System to help agencies manage contacts and alerts when offenders are transferred or released. State departments of correction and county jails and…
Coming Soon: April 2019 Release of Microsoft Dynamics 365
Dynamics Virtual Agent for Customer Service It is still winter in Washington, DC, but spring is just around the corner. We can look forward to cherry blossoms, the…