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A panel of Microsoft Dynamics CRM experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

 

According to research provided by Microsoft, what companies are the best fit for Microsoft Dynamics CRM Online? The answers to these three questions provide some clues: 1)What size companies are the best fit for Microsoft Dynamics CRM Online? Typically companies with 50 – 300 employees. Typically between 10% - 20% of employees have customer facing […]

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Usually when you hear the words “data warehouse” you think of big database servers and huge costs.  But with Microsoft Azure, you can easily set up a very simple data warehouse for very little cost and make that data available from just about anywhere. Most companies do not deal with billions of records and transactions […]

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With Clone pro,  users can set up what to clone including the cloning of related entities, like products, when cloning invoice. Now you can clone with Workflow! Consider the need to create recurring invoices or recurring orders once every moth. With Dynamics Clone, you can automate this process using workflow. Here is an example to […]

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Working with accurate, timely data is always important, but for nonprofits serving people in need, giving the correct answer to every question takes on a special importance. The challenge A nonprofit organization dedicated to connecting developmentally disabled adults with the resources they need to lead independent lives was struggling as they grew. Serving more clients […]

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Update 8.1 for CRM 2016 includes new feature, Email Signatures Template. It provides CRM users a way to create their own Email signatures.  If there is more than one signature, the user can set one template as the default signature, the one that will come up when new Email is created. Signature Templates implemented across […]

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One of the great things about Dynamics CRM is that it allows you to customize entity forms so each record displays the information most pertinent to your business. It may be helpful for your users to be able to see, at a glance, a certain set of related records when viewing an individual lead, contact or […]

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Finding balance between investing time into building tight relationships with your distributors and driving growth within your organization can be a difficult line to walk. Many manufacturers find that during peak seasons when revenue is the highest, maintaining strong relationships with your distributors can be difficult in the midst of your busy workload. Manufacturers know […]

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Is it unreasonable to expect a good sales rep to make 80-100 phone calls a day? With so much of sales discussions dealing with the topic of “inbound”, you might guess that the opportunities presented by call centers and outbound sales in general are a thing of the past. Not so. Many industries, for example […]

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    A Tiered Approach to CRM Another way of looking at the issue of overhauling your CRM is a three-tiered approach. The first tier is technical.  How well is CRM actually working in your technical environment?  This is often the lowest tier because with most well established CRM systems the technical side is a […]

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  Lost data is one of the primary arguments against moving to the cloud, so cloud providers must assure their customers and prospects that data loss is a remote possibility. And while you might not think that it can ever happen to you, the thought of re-entering lost data is not very appealing when you would be better […]

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