As the new year rings in, many people make resolutions—new habits, self-improvements, changes for the better. Whether or not you ascribe to New Year Resolutions, here’s a change your business can make to kick off this year and build up your bottom line: invest in CRM. A Customer Relationship Management system is a tool that, when added to your tech stack, can return massive ROI by improving your sales and marketing performance and potential. In fact, in 2014, every dollar spent on CRM returned between $5.60 and $8.71 (Nucleus Research).

In Dynamics 365 Marketing, customer journeys are orchestrated to guide a prospect through a predetermined, flexible path toward a preset end goal. Whether this goal is buying a product, scheduling a discover call, or closing a loan, a customer journey is easy to create and personalize to the needs of a segment, which may be thought of as a demographic, or group, of people who share similar characteristic.

When creating a customer journey, you want the most value for your efforts. Here are six practices that can lead to more effective customer journeys.

Business to business (or B2B) marketing is tricky and made even more so if you are a B2B marketer in an industry that might be considered, for lack of better words, “boring” in the social media space. But B2B companies can no longer afford to coast with weak or absent social media. A whopping 60-84% of people consider mobile devices essential to their work, and mobile devices are the main vehicle by which social media is consumed. With their devices out, it’s more likely they will check in on social, and no matter the platform they are surfing, their personal and professional wires are likely to cross on social media. With that in mind, a company is remiss if they don’t leverage that.

Sales teams know that using the right system is crucial to their success, and Dynamics 365 Sales is a sales-focused CRM that’s a cut above the rest. Get the most out of its features and functionalities with the Sales Insights add-on. Sales Insights allows users to generate predictive lead and opportunity scores, tap into revenue forecasts, automate sales tasks, and much, much more. Unlock a new world of capabilities to not only better understand where leads and opportunities stand, but empowers sellers to better prioritize work, realize where their time and energy is best spent, and focus on the relationships that matter most.

Here are some of Sales Insights’ standout features:

When you integrate an ERP such as Dynamics 365 Business Central, you get essential functionality and features out-of-the-box. But if you stop there, you’d miss out on opportunities to make your system work harder for you. Depending on your industry and specialty, you want to take advantage of add-ons, extensions, and ISVs that can take the already powerful ERP functionalities to the next level and more specifically geared to your needs.

Positive Pay and Continia are tools you can use to extend Business Central, not just to add functionality, but to keep your business safe and running smoothly.

Business Central is an ideal choice for businesses of all sizes, and its built-in vendor management features can simplify and streamline purchasing processes right from your Business Central workspace, so there’s no need for an outside vendor management software.

Here’s an overview of Business Central’s vendor management features that keep all your vendors organized from the top-down.

Syvantis CEO, Janelle, hosts this video series covering just this question, the all-important, I’m already on GP. Should I migrate from GP to Business Central?

This episode is all about high-level differences, and in future videos, we’ll get to more granular details. We invite you to watch it, and we’ve compiled the major takeaways of the video below.

New features have been added to Microsoft Teams to make everyday communication and collaboration a breeze. Enhancements have been made to core functions like meetings, calling, sharing media during calls, as well as adding new certified devices, and more. Here is a roundup of some of the best new features in Microsoft Teams.

The search is always on for how businesses can achieve more with the effort they put in. To achieve the goal of more results with less effort, the Dynamics 365 Marketing 2021 Release Wave 2 focuses on engaging customers across all touchpoints when that contact will have the most impact, personalizing customer interactions using their own data for a heightened sense of connectivity, and making the strong and speedy business decisions that are afforded to Microsoft customers through AI-driven analytics.

The supply chain is a living, fluctuating entity that can be studied, its motions anticipated. Manufacturers of all types—whether they be agile, discrete, process, custom, etc.—require strong forecasting skills to stay on top of that entity and meet customer demand. The better a business can forecast and anticipate what is to come, the faster they can produce product and get it to their customer, the higher their customer satisfaction, and the more sales they are likely to make.

Business Central’s base functionality is well-equipped to handle core requirements of any business and offers a reliable solution to unify financial processes–regardless of industry. Plus, the application is highly customizable, scalable, and allows for multi-environment and multi-company use (and unlimited users).

Here are some of the industries that can benefit from built-in and add-on features of Business Central, demonstrating that it’s a cost-effective, reliable choice for just about anyone out there.

With straightforward and tried-and-true features packed to the brim, it’s not hard to see why Business Central Manufacturing is the right choice for so many manufacturers. But that’s not all—so many functions of this already reliable system can be made even easier by sending repetitive tasks through automated flows using Power Automate.

Dynamics 365 Business Central is a no-nonsense mid-market ERP solution that provides essential features and functionalities to businesses across industries while boasting extensive customizability. So, any business can find value in Business Central for their general ERP needs and for more specific use cases.

Manufacturing is an expansive industry with a variety of niche and unique needs. Business Central for manufacturing includes a variety of features, some essential for all manufacturers, and some features that not every manufacturer is going to want to use. In this blog, we will discuss four niche Business Central features that, when used in the right scenarios, bring big value to the table.

The Dynamics GP 2021 Year-End update is here, and can be installed to aid your end of year closing procedures.

Plus, join CPA and Syvantis CEO Janelle Riley for the 2021 GP Year-End webinar, where you’ll learn everything that you’ll need to know to easily and accurately close out your financial processes for all Dynamics GP modules. You won’t want to miss it.

Dynamics 365 Business Central is Microsoft’s premier midmarket ERP, complete with the features, functionalities, and price tag ideal for organizations of all sizes. Small- to mid-size businesses (SMBs) are at a distinct advantage when considering Business Central for their ERP solution. They get a major upgrade in functionalities often afforded only to large corporations—with the reasonable price tag of smaller accounting systems such as QuickBooks. There are so many benefits of using this robust business app for SMBs, but we’ve highlighted just five game changers.

Integrating Business Central with Dynamics 365 Sales unlocks a powerful range of abilities that lets you access Sales data in Business Central and the other way around as well. If you use Dynamics 365 Sales for customer engagement, you can enjoy seamless integration in the lead-to-cash process by using Business Central for backend activities such as processing orders, managing inventory, and doing your finances.

Looking for new business software can be a daunting task, especially when it comes to something that will hopefully be an all-encompassing solution, like an ERP or CRM system. No matter what kind of system you’re in the market for, there are quite a few options out there, and for such a crucial backbone to everyday business processes, understandably no quick decisions can be made.

If you’re looking to add productivity powerhouses like Dynamics 365 Business Central or CRM applications like Dynamics 365 Sales and Marketing into your toolbelt, read on for some of the benefits you can expect when you join the Microsoft business application ecosystem.

Though the cloud-based ERP market may feel saturated, when the granular details of each solution come to light, it’s easier to narrow the field. Business Central offers high customizability, modernization, flexibility, scalability, security, automation, and seamless integrations with other applications—both Microsoft applications and 3rd party—all built upon a proven, successful ERP solution. As a part of the expansive Microsoft ecosystem, Business Central can be leveraged as a powerful cloud ERP independently, but you will reap unique and calculable benefits from employing other components within the ecosystem Business Central is part of.

Time is a valuable resource—make the most of it by utilizing smart automation functions for day-to-day tasks. With Dynamics 365 Marketing, you can easily automate email communications to customers, but did you know that you can also delegate send as permissions so others can send emails on your behalf—automatically? Sending quick reminders to check in and follow up have never been easier.

Although writing physical checks is slowly becoming a thing of the past, check fraud prevention is more important than ever. In 2018, the American Bankers Associated estimated that attempted check fraud surpassed $15 billion. So, what can businesses of any size do to buckle down on their financial security?

Utilizing Safe Pay features in Dynamics GP is an added layer of verification for outbound checks and payments. Once Safe Pay is set up, it’s quite straightforward to use, not to mention an easy practice to incorporate into the check running process.