Search Results: customer success (1553)

Serving as a Validation Accelerator, each of these DAC @Work Case Studies analyzes the impact, metrics, and outcomes of your solution by analyzing a real-world customer implementation.
Discover the latest @Work Case Study Monthly Round-Up!

Looking at ways to better meet the needs of your clients is critical for accountants. Using customer relationship management software (CRM) is an excellent way to serve your clients by keeping them happy and engaged. CRM software is also simple to use, allowing accountants to work much more efficiently without constantly dealing with technical issues.

The pandemic has fast-tracked many decisions around the embrace of technology. Understanding the expectations of regulators and government agencies is important to consider when implementing technology – and the risks of not considering compliance – especially for the financial services industry.

In this @Work Case Study: going beyond financial performance management to achieve greater success, Ducks Unlimited CIO Govan Horner defines the why and how of transforming the not for profit with solutions from Microsoft D365 and Solver. With a need to update the technology stack from the ground up to meet business, process, and donor needs, Horner describes how the cloud-based reporting and planning tools from Solver in a D365 environment were key to creating ‘one version of the truth’ for their environmental protection and water fouling initiatives. Connect with the team at Solver for a discovery call or a demo right here through the DAC platform to learn how their reporting and planning solutions can impact your business. Or, learn more from Microsoft’s April Olson on why Solver was chosen as the exclusive partner for D365 Finance planning and reporting solution for customers!

As marketers and sales teams increasingly use Dynamics 365CE & CRM data to make decisions about strategy, marketing spend, and the customer journey, the fields and processes we add to our forms can have a tremendous impact on our success. In this session, marketing and sales users of Dynamics 365CE will learn how to think through required fields, custom fields, option sets, workflows, and more to capture the data they need to inform a successful sales and marketing strategy.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.