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

 
 

by ISV/Add On Partners

Overcome 3 Challenges Faced by Professional Services Firms with a Specific CRM Solution

The flexibility of a CRM solution such as Microsoft Dynamics 365 allows you to turn it into the heart of your organization’s operations. You can then use it as the entryway from which all your activities can be completed. It can also integrate a solution specifically designed for your industry, allowing you to complete all […]

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Want to improve CRM integration with SharePoint?

SharePoint and Dynamics CRM are excellent products from Microsoft. Is your organization utilizing the CRM and SharePoint integration at satisfying level of efficiency and productivity? As the developers of Dynamics SPO and Dynamics PDF-Docs, for limited period of time only, we are offering free online meeting to discuss with you, on how to improve CRM […]

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Microsoft Dynamics 365 for Talent bientôt disponible

Microsoft a récemment lancé un aperçu technique de Microsoft Dynamics 365 for Talent, sa nouvelle application spécifique à la gestion des ressources humaines, laquelle sera lancée officiellement le mois prochain. Cet aperçu technique (disponible en anglais seulement) permet de se familiariser avec l’interface et les fonctionnalités.   Centralisez vos fonctionnalités RH en une seule solution […]

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Upload documents from CRM to SharePoint, with ONE click !

Upload documents from CRM to SharePoint, with ONE click Configure which entity you wish to integrate with SharePoint – In this example it's the Invoice Entity. Any entity can be configured. You control the location to save in SharePoint and which attribute from the record is updated in SharePoint metadata columns. Click SPO button and […]

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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 […]

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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 […]

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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 […]

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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 […]

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Hide / Display Text in CRM “Word Templates”

Hide / Display text in CRM “Word Templates” Microsoft introduced the CRM Word Templates feature, in Dynamics CRM version 2016. Using Word Templates, users can insert fields from CRM records in a Word document. The feature stops here. With Dynamics PDF-Docs (click here to download trial version) users can, in one click, PDF the generated […]

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Microsoft Dynamics 365 for Talent Available Soon

Microsoft recently released a technical preview for Microsoft Dynamics 365 for Talent, an upcoming application specifically designed for the management of human resources, which will be launched officially next month. This technical preview makes it possible to become familiar with the interface and the functionalities of the application.   Centralize your HR functionalities within a […]

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