Demo Video Now Available for Dynamics CRM for Government Contractors

InfoStrat has released a new video showing its sales force automation solution for government contractors based on Microsoft Dynamics CRM.

Dynamics CRM for Government Contractors provides government contractors with a flexible solution that helps automate business capture processes, including market intelligence analysis and in-depth proposal management. This solution simplifies the capture process by allowing users to search for opportunities from government databases directly within Microsoft Dynamics CRM and import those search results, creating CRM opportunity records. Users can then follow opportunities through the sales process from proposal and review phases to the final award phase. Dynamics CRM for Government Contractors is built on the Microsoft Dynamics platform to facilitate integration with ERP, accounting, and document management.

Power Apps Portal: The Successor to Microsoft Dynamics Portal

In case you have been reviewing Microsoft's new pricing for its Dynamics products which was released this month and have been unable to find Dynamics Portal, it has been rebranded as Power Apps Portal and shifted to the Power Apps side of the Microsoft product family. Rebranding the portal product underscores the importance of app scenarios involving external users such as customers and suppliers. It also provides a simpler interface than Dynamics 365 for occasional users. The new portal pricing is based on the number of unique users who log into the portal each month (for authenticated users) and on the number of page views for anonymous users. "A login provides an external authenticated user access to a single portal for up to 24 hours. Multiple logins during the 24-hour period count as 1 billable login. Internal users can be licensed either by the PowerApps per app or per users plans, or a qualifying Dynamics 365 subscription." Pricing starts at $200/mo

Replacing Microsoft InfoPath with Power Apps

Source: https://powerapps.microsoft.com/en-us/infopath/ Microsoft has offered a number of forms automation products over the years, and the most long running was InfoPath which was released as part of Office 2003. InfoPath is a powerful and flexible product that stores user data in XML while offering form features such as rules, data validation, scripting, and integration with SharePoint. The popularity of SharePoint resulted in many organizations standardizing on InfoPath for forms, especially internal forms which are hosted on an intranet such as employee reviews, leave and payment requests, and human resources forms. Microsoft has discontinued InfoPath, with mainstream support ending July 13th, 2021, and extended support ending July 14th, 2026. Microsoft has named Power Apps as the successor to InfoPath . Power Apps has much in common with InfoPath. Both products include integration with SharePoint. Both are geared toward the citizen developer and do not require advan

ScreenMeet Remote Support Tool for Dynamics 365 Customer Service

I met Lou Guercia when he was president and CEO of Scribe Software, the leading CRM integration tool. Scribe was acquired by TIBCO Software in 2018. I recently reconnected with Lou and learned about ScreenMeet, the company he joined as chief operating officer. The following is a description of the product provided by ScreenMeet: ScreenMeet is a cloud-based remote support tool designed to integrate with Dynamics 365 Customer Service. By enabling customer service and IT support organizations to address critical technical issues directly from their CRM or ticketing platform, it streamlines the process and provides a fully browser-based support experience. You can also use ScreenMeet with other CRM products or even on its own without a CRM. Here is a short video demo of ScreenMeet with Dynamics integration: ScreenMeet - Cloud-based Remote Support Integrated with Dynamics 365 Customer Support Once integrated with a Dynamics 365 CS organization, the ScreenMeet widget appea

InfoStrat's Townsend Report

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