BLOG

News, tips and trends for growing businesses

Two simple ways for your business to analyze data

Want to get a clear view of your business? You’ll need more than a quick glance at a few reports. The true nature of your business lies within the smallest details and trends, and the only way to get to them is by slicing and dicing your data into pieces. It’s possible with the Microsoft Power Platform (aka Dynamics 365 CRM). Dynamics 365 has an Advanced Find feature that allows users to search and filter across all types of information in your system with nearly no limitations based on your security profile.

Why CPAs lose clients

As a CPA, your clients are important. They’re the reason you head into the office each day and the...