Customer Relationship Management (CRM) solutions have become an important component for financial companies at every stage of tracking customer's journeys from client acquisition to retention.
Before platforms like Microsoft Dynamics 365 CRM entered the scene, only large enterprises could dream of marketing automation. Only a few had the technical expertise
Microsoft Dynamics brings a raft of benefits to any business that seeks to enhance operations, improve efficiency, and make better use of its data. There
The Microsoft Dynamics 365 platform already provides out-of-the-box reporting capabilities that would satisfy most business needs. However, some companies may have specific requirements and would