Writing Microsoft Dynamics 365 Plug-ins in Azure Functions
Over the years, as Microsoft Dynamics 365 has grown and matured, one thing has stayed pretty consistent: plug-ins. If you are unfamiliar with the concept, [...]
AI and Machine Learning for Asset Management Firms: Part 2 – Applications for Managing Institutional Pipelines and RFPs
AI and machine learning for asset management firms sound like marketing hype—with no practical application. But before you dismiss these concepts, read on. AI and [...]
3 Game-Changing Technology Opportunities That Make Us Excited About COVITS 2018
It’s that time again: COVITS 2018 is right around the corner. Hosted by Government Technology, COVITS offers an agenda that has been designed by a board [...]
AI and Machine Learning: Practical Applications for Asset Management Firms (Part 1 of a 3-Part Series)
AI. Machine learning. When you hear those terms, what comes to mind is a science fiction movie where machines achieve consciousness—and trouble ensues. At best, [...]
Tips and Tricks for Upgrading from Microsoft Dynamics CRM to Dynamics 365 for Sales in the Cloud
Part 2 of a 2-part series on upgrading from Dynamics CRM to Dynamics 365 for Sales in the Cloud If your data--or the software that [...]
How to Select an Implementation Partner for Your Financial Services Software Solution: 3 Recommendations
Your firm is gearing up to replace or upgrade your asset management, wealth management or other financial services software solution. As a technology that’s one [...]
Microsoft Dynamics CRM: Is It Time for an Upgrade to Dynamics 365 in the Cloud?
Part 1 of a 2-part series on upgrading from Dynamics CRM to Dynamics 365 for Sales in the Cloud Do any of these qualities define [...]
Tools that Extend CRM for Even Higher Performance in Asset Management (Part 3 of a 3-Part Series)
Asset Management Transformation Series: How Firms are Rebooting Sales and Service (HINT: It’s Much More than CRM) Most technology suites are not able to fill [...]
5 Reasons Why Asset Managers Should Make Machine Learning Part of Their Daily Routine…and Why Their CRM Software Should Help (Part 2 of a 3-Part Series)
Asset Management Transformation Series: How Firms are Rebooting Sales and Service (HINT: It’s Much More than CRM) The challenges faced by asset management firms on [...]
5 Ways to Enhance Performance on a Dynamics 365 for Sales (CRM) Form with Hundreds of Custom Attributes
If your Microsoft Dynamics 365 for Sales (CRM) implementation has forms containing hundreds of custom attributes, you might notice some performance issues. These issues can [...]