Five Ways to Ensure Compliance with Your Grant Management System
As a grantor or a grantee, your organization is responsible to ensure compliance with the terms and conditions of the funding that you receive. My company InfoStrat has…
Jim Townsend
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Cloud Services Shift Roles for System Administrators
Cloud computing has shifted many tasks away from system administrators who were previously responsible for managing servers which were located on premises or in dedicated data centers. Many…
Microsoft Master VAR Velosio Signs Reseller Agreement with CRM Vendor Nimble
Today social sales and marketing CRM vendor Nimble, based in Santa Monica, California, announced that they signed Microsoft Partner Velosio as a global reseller for their cloud-based contact management…
File Storage Options for Dynamics 365 Portal
Microsoft offers Dynamics Portal as a way for external users to access information in Dynamics 365 (formerly Dynamics CRM). Portals are included in some Dynamics 365 subscriptions, and…
Microsoft Dynamics 365: So Many Apps, So Little Time
I have been working with Microsoft Dynamics 365 since it was called Dynamics CRM. The product was so successful that Microsoft took what was once three CRM products…
Migrating from Parature to Microsoft Dynamics 365: Part 3
The discontinuation of Microsoft Parature is just over two weeks from now, so presumably nearly all customers have chosen a new software platform for customer service and migrated…
8 Steps to Execute an Internal Communication Plan that Builds Trust and Gets Results
The following is a guest blog post from Tabetha Sheaver, CEO of Plus Delta 314. Her new company focuses on helping customers succeed with adoption of CRM and other…
Understanding Dynamics 365 and Office 365 Admin Roles
Managing Dynamics 365 instances If you run Microsoft Dynamics 365 (formerly Dynamics CRM) in the Microsoft cloud, you need to understand how your Dynamics instances relate to Office…
Track Your Relationships in CRM — Whether or Not You Have “Customers”
Many businesses use customer relationship management (CRM) software to track sales activities, marketing and customer service, but CRM is a great tool for tracking other relationships as well.…
Time is Running Out for Parature Migration to Dynamics 365
With Microsoft scheduled to shut down the Parature customer service solution on May 15, 2018, time is running out to convert to Microsoft Dynamics 365. Microsoft offers a…