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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

 

Dynamics CRM 365 Word Templates, together with Dynamics PDF-Docs add-on the CRM, provide salespeople the ultimate tool to easily create well-presented price quotations with fields and data populated from CRM records, and then PDF the price quotation and attach it to an Email, all with one click of a button. Moreover, with Dynamics PDF-Docs documents […]

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The WannaCry ransomware incident had an impact on 150 countries. Anyone impacted was left with one gnawing question: Was there anything we could have done to avoid this? Could our IT department have done something differently? Was there someone who saw this coming and knew how to avoid it? But really, unless you actually wrote the […]

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All About Learning Path There were many exceptional updates with the release of Dynamics 365.  One of these great new features is Learning Path.  Learning Path was designed to quickly on-board new users to gain familiarity with Dynamics 365 and to help them complete tasks accurately. The wonderful thing about Learning Paths is that you can tailor it to […]

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CRM solutions are a time-tested answer to many long-term concerns of businesses around customer interactions and sales. Managing those relationships - the core value proposition of CRM software - helps businesses improve operations by streamlining areas of inefficiency and making more informed determinations about the state of interactions with customers. To fully reap the benefits of […]

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Why Use CRM? So if CRM solutions for the healthcare industry have been around for around 15 years, why are only about 15% of healthcare providers utilizing them?  The benefits to using Microsoft Dynamics 365 in the healthcare field can be considerable. Providing exceptional customer service is imperative to ANY business, but particularly so in […]

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With Dynamics PDF-Docs CRM users can, in one click of a button or with workflow PDF CRM Word Template Attach the PDF document to the record Notes Attach the PDF document to an Email Preview the document Save to SharePoint as Word or PDF format Perform all above functions with Workflow, plus these extra features […]

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Are you ready to kick the tires on Dynamics 365? When we are working on a Microsoft Dynamics 365 (formerly Dynamics CRM) development project we will release it, in intervals, to a staging environment. This allows you as the customer to “kick the tires” and validate that what we have delivered is what you expected. […]

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Consider a transport company that offers clients delivery services to different addresses and prices that vary based on size, weight, and preferred method of delivery. Or a company that provides IT support services committed to be delivered on predefined schedule. In both cases there is an agreement or service contract, a document that sets out […]

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When it comes to email marketing, success can often be more dependent on your lists than the message itself. After all, how well will your email perform if it doesn't reach your intended recipients? If you have worked hard to maintain clean marketing lists – great! But now what? How do you maximize the potential […]

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At its recent Business Forward event, Microsoft showcased Dynamics 365 for Talent which is scheduled for release from July 2017. This is a new standalone cloud-based Human Capital Management (HCM) application that utilizes Microsoft Common Data Services. Some of these capabilities have been built out from the HCM capabilities of the Dynamics 365 Operations app […]

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