All Posts By

Patrick McAteer

Dynamics 365

Three Tips on Becoming a Project Manager for Your Business

Eventually, your company will need to take on a major cross-functional project. When that time comes, you or one of your co-workers will need to work on becoming a project manager for your business. Even if you have no intention of becoming a project manager full time, you’ll want to know how the most successful members of the field navigate the complexities of project management. It’s no easy task; if you have little experience managing a budget or delegating assignments, it can feel nearly impossible to accomplish anything, let alone finish the project on time and within its budget. Just…
Patrick McAteer
May 12, 2021
CRM

What is CRM? Read to Find Out

What is CRM? Well, to start, it means customer relationship management. But we’re guessing you didn’t click this post to read an acronym spelled out, so let’s dive a bit deeper.
Patrick McAteer
April 29, 2021
Cloud Hosting

Three More Questions to Ask Your Cloud Service Provider

In February, we discussed how it’s important to ask potential cloud hosting service providers critical questions before settling on a vendor. The truth is, the list of questions you should ask your cloud service provider doesn’t end there.  As is the case with any business relationship, it’s important to know as much as possible about what you’re purchasing. Although it may at times feel excessive, your cloud services provider will actually appreciate your transparency. By being as open as possible about your lingering concerns, you help them offer better services not only to your company, but to all of their…
Patrick McAteer
April 20, 2021
Dynamics 365

Pay Close Attention to the Customer Journey Map

These days, customers are bombarded with information the second they open a browser on their phone or laptop. Consequently, marketers are having a more difficult time than ever breaking through the noise. But there is possibly a solution: Placing a greater emphasis on the customer journey map.  The customer journey map helps your business address many of the fundamental questions as marketing, such as how customers are learning about your business and what motivates them to purchase your product or service instead of your competitors. Until only recently, these questions often went unanswered. After all, how could you tell whether…
Patrick McAteer
April 7, 2021
Dynamics 365

Microsoft Dynamic 365 for Finance and Operations: A Primer

Last week, we talked about what sets Microsoft Dynamics 365 apart from other enterprise resource planning systems. If we were to guess, we’d expect some responded to the article by saying “Great, I see what Dynamics 365 does best. But what about Microsoft Dynamics 365 for finance and operations?” Short answer? It does quite a lot for both areas. In fact, we already mentioned one area the system addresses for operations: planning. Of course, that’s only the start of it. Microsoft Dynamics 365 for finance and operations automates so many of the tedious tasks your team faces on a daily…
Patrick McAteer
April 1, 2021
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