CRM Software Logo

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

 
 

by ISV/Add On Partners

What You Need to Know about the Hustle and [Microsoft] Flow

After attending a recent webinar hosted by Jerry Weinstock of CRM Innovation, it was clear that the power of the new Microsoft Flow is an exciting prospect for us non-coders to get in the game when it comes to interacting with Microsoft Dynamics 365. Can’t you hear it now: “I’m just going with the flow…the […]

continue reading...

Pourquoi vous devriez consulter vos tableaux de bord Microsoft Dynamics 365 de façon quotidienne

Les tableaux de bord Microsoft Dynamics 365 (connu auparavant sous le nom de Microsoft Dynamics CRM) sont des outils puissants pour toute entreprise: ils vous permettent de visualiser vos données de différentes façons pour mieux répondre à vos besoins spécifiques et découvrir de nouveaux aperçus sur vos opérations et vos affaires. Dynamics 365 met à […]

continue reading...

Why You Should Review Your Microsoft Dynamics 365 Dashboards Daily

Microsoft Dynamics 365 (previously Dynamics CRM) dashboards are a powerful tool for any business to have: they allow you to visualize your data in various ways to best meet your specific needs and uncover new insights into your operations and business. Dynamics 365 puts both predefined and customizable dashboards at your disposal for you to […]

continue reading...

Utiliser des workflows pour optimiser vos processus d’affaires avec Microsoft Dynamics 365

Un des principaux avantages des plateformes Microsoft Dynamics 365 et Microsoft Dynamics CRM est qu’elles peuvent être facilement optimisées pour répondre à vos besoins d’affaires et s’adapter aux processus de votre entreprise. Une façon simple d’améliorer votre productivité est l’utilisation de workflows (flux de travail). Cette fonctionnalité permet de rationaliser vos processus d’affaires et d’améliorer […]

continue reading...

Using Workflows to Optimize your Business Processes in Microsoft Dynamics 365

One of the major advantages of the Microsoft Dynamics 365 and Microsoft Dynamics CRM platforms is that they can be easily adapted to fit your business needs and optimized to match your organization’s processes. One simple way to improve productivity is through the use of workflows. This feature makes it easy to streamline your business […]

continue reading...

Comment un organisme à but non lucratif a pu optimiser ses opérations avec Microsoft Dynamics CRM

Action main-d’œuvre, un organisme à but non lucratif ayant pour mission d’aider les personnes à besoins particuliers à intégrer le marché du travail, cherchait une façon plus efficace de gérer ses opérations que l’utilisation de documents papiers, de documents Word et de tableurs Excel. L’information portant sur les participants, les membres du personnel et les […]

continue reading...

Word Document Templates that use FetchXML for Complex Data Retrieval

Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But […]

continue reading...

Quels sont les avantages d’un outil de gestion de la relation client (CRM) Microsoft Dynamics personnalisé?

Une application CRM est utile en tant que telle puisqu’elle permet d’effectuer la gestion de vos clients et contacts, de votre processus de service à la clientèle et de vos campagnes marketing. Mais une fois personnalisée pour s’adapter à vos processus et les améliorer, votre solution CRM peut pousser votre entreprise encore plus loin: elle vous […]

continue reading...

What are the Advantages of Customizing Your Microsoft Dynamics Customer Relationship Management (CRM) Tool?

A CRM application is useful in and of itself as it allows you to manage everything from your clients to your various contacts, not to mention help you handle your customer service process as well as marketing activities. But customized to fit and enhance your processes, your CRM will take your business to the next […]

continue reading...

Workaround for Generating a Report from SSRS and Displaying on Webpage

As I’ve been developing in Microsoft Dynamics CRM, I’ve come to learn that if there’s an issue, chances are it stems from report generation and SSRS. We were developing our new customer portal and as a part of the customizations, it required a report generated from CRM to be displayed on a webpage in the […]

continue reading...
 

 
 
Show Buttons
Hide Buttons