CRM Software Logo

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


About Microsoft Dynamics 365

How to overcome CRM “Word Templates” missing features.

Dynamics PDF-Docs is one of the most popular add on for Dynamics CRM and Dynamics 365,  featuring  one click function to PDF CRM Word Template, attach them to Emails, and Notes, from the user interface, and with CRM workflow, and upload documents to SharePoint. With such popularity. It just makes sense that when users find […]

continue reading...

Life After Leads: How to Grow your Customer Base

MS Dynamics 365 for Sales vs Salesforce | Learn more about Dynamics 365 for Sales features Continuing from our previous blog post, we’ll further discuss the process of capturing leads and how to develop them into potential customers. Now that you’ve established your workflow and have found some promising leads, the next step towards gaining new customers […]

continue reading...

What’s next for CRM in Dynamics 365?

The times, they are a changin’!   With last year’s re-branding of Dynamics CRM to be included with the multiplex that is now Dynamics 365, we were all given a ticket to ride yet another Microsoft roller coaster. Using Microsoft CRM internally and developing solutions for this platform, our team has paid close attention to […]

continue reading...

ClickDimensions Adds Social Engagement – And it’s really powerful

ClickDimensions is the leading marketing automation tool for Dynamics 365. The solution is resident in Dynamics 365 allowing marketers to perform marketing tasks without leaving Dynamics 365. ClickDimensions offers a multitude of marketing tools including email marketing and recipient tracking, web site visitor tracking, web form integration, nurture campaigns and more. One area that ClickDimensions […]

continue reading...

Give Your Customers Self-Service – Your “Portal” to Success in the Digital Economy

The Digital Economy Demands Customer Self-Service Portals Are you finding yourself hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today’s customers expect service at their fingertips. In fact, 90% of customers in the US […]

continue reading...

What the Heck is Digital Transformation and What Does It Mean For Your Business?

The big concept buzzword, Digital Transformation, is making its way around the business world. But what does it mean for your business? The most common aspect of digital transformation is change. As business processes are changed from paper based to digital, new possibilities arise. Businesses are using technology in ways never before imagined and they […]

continue reading...

Calculate the Cost of Microsoft Dynamics 365

Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) is a cloud ERP/CRM system run on Microsoft Azure that includes Sales, Customer Service, Field Service, Marketing, Project Service Automation, Operations and Financials. So, how much will all this cost to own and operate? The CRM Software Blog has put together a Quick Quote Wizard to calculate an […]

continue reading...

Dynamics CRM integration with SharePoint- Can we do better- PART 2

The issues build into the out-of-box (OOB) CRM integration with SharePoint, are described in the post “Dynamics CRM integration with SharePoint- Can we do better" In this post I will describe how Dynamics SharePoint Organizer (SPO) offers better integration between SharePoint and CRM. Dynamics SPO trial version, can be downloaded here. Dynamics SPO has two […]

continue reading...

How can a CRM system help increase software sales?

MS Dynamics 365 for Sales vs Salesforce | Learn more about Dynamics 365 for Sales features No doubt, CRM plays a significant role in today's business world – it provides useful insights, improves customer service and automates everyday tasks. But what about one of the fastest developing industries in the world – the IT industry? How can […]

continue reading...

Show Buttons
Hide Buttons