Search Results: data management (1765)

The “transformation” buzzword is everywhere these days, and there’s no doubt that far-reaching, systemic change can deliver impressive results, especially when powered by new digital platforms. But transformation enthusiasm should be tempered by an understanding of the potential downsides

As companies chart their path to recovery in a challenging business environment, finance departments are renewing their focus on reining in costs and positioning investments to improve controls and governance. Tax departments seeking to align with those priorities should consider one high-return move in particular: outsourcing sales and use tax returns.

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.

Microsoft Dynamics 365 Human Resources handles all HR related functions, from recruitment and onboarding to management and Human Capital Management reporting. The application acts as a single platform to unite information silos, enable data-driven decision making, and instil a culture of collaboration, progression, and transparency. It comes with features such as integration with LinkedIn, Microsoft Power BI dashboards, and interactive analytics that optimize the entire management of human resources.

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Maplytics™ – a Preferred App on Microsoft AppSource –  is a geo-analytical mapping app that enable organizations to visualize and analyze Dynamics 365 CRM/Power Apps/CDS data on a map, in real-time and on the move. Maplytics offers powerful features like Automated Appointment Planning, Optimized Route Planning, Radius Search, Truck Routing, Territory Management, Heat Maps, Census, PCF Controls, Multi-Language Support, and much more! Available for Microsoft Dynamics 365 CRM v8.2 and above, Power Apps/CDS and native Dynamics 365 App for Phones and Tablets – Maplytics is worth your every penny!

SharePoint Security Sync integrates Dynamics 365 CRM & PowerApps with SharePoint to provide seamless document management and security for confidential documents stored in SharePoint. By syncing Dynamics 365 CRM security privileges with SharePoint, it helps to maintain data confidentiality and eliminate security risk while storing documents in SharePoint. It further enhances user experience in document management by providing various functions such as drag & drop, upload, download, generate link, email, and much more within Dynamics 365 CRM & PowerApps.