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

 
 

 

It's been one month since the announcement of the Microsoft and Salesforce.com partnership agreement. It was understandably shocking to most of the Microsoft CRM community. Benioff was our foil, and now he was literally next to our new CEO, smiling and extolling the virtues of the Microsoft cloud. And because of the ExactTarget acquisition, Salesforce.com, […]

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As the buying process adapts to meet changing technology, consumers today are spending more and more time interacting with marketing. This places a heavy burden on your marketing team as they are the face and voice of your organization who bring in leads for sales. This is why it is critical for your sales and […]

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Microsoft has been consistently offering new technologies and amazing upgrades to existing ones. Their product team has done an excellent job filling in the gaps and identifying areas to expand on current products to make them even more functional, and the CRM Spring 2014 upgrade is no exception. But with all the new products and […]

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Now more than ever, the customer has the power in their buying cycle. With a limitless supply of information and digital media platforms available to them, they are empowered to interact with companies in only the way that they want to. User-generated online content is a strong influencer on a consumer’s buying process. The buying […]

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People. The entire process of selling is really all about people. “People buy from people they like,” is one of the greatest truths of all of sales. It’s all about people, and the relationships we create and maintain with them. The earliest software designed to support the sales process was referred to as “Sales Force […]

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Part 3 of Dynamics Workflows described how to run a workflow that automatically modifies invoice line item and insert text based on the current date or period. (Read here……..) In this post we will show how Dynamics Workflows Stats on The Fly function can sum up the values stored in records of child entity and […]

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Before today’s impressive business technology, sales departments did everything manually.  People actually answered phones attached to the wall with cords, wrote notes on paper, and processed orders and payments by hand.  Sure, these manual processes worked back then, but that doesn’t mean these manual processes can make it in this fast-paced marketplace. With the evolution […]

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One of the features in Dynamics CRM Sales functionality is the seamless process that takes you from an Opportunity to creating a Quote and converting it to an Order and an invoice. Detailed and well-presented price quotation can win you the business. The generic quote report included in Dynamics CRM out of the box lacks […]

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Earlier this year, my colleague and Microsoft CRM MVP, Joel Lindstrom, blogged about A Better Way to Control User Synchronization Settings In Microsoft Dynamics CRM.  In his blog, he discussed how the use of the (free and fully supported) XrmToolBox for CRM can be used to help enhance the Outlook synchronization capabilities within CRM.  I’d […]

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