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

 
 

Microsoft Dynamics CRM 2011

Defining Marketing ROI in Microsoft Dynamics CRM

A key component of successful marketing is measuring the results of your marketing activities and the revenue they ultimately generate for the organization. Since marketing is not directly involved in the sales process, it is incumbent upon the sales staff to gather information about the origin of the lead.  Communication between the sales and marketing […]

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Introducing Dynamics CRM 2016

If You Thought That Was Cool … Wait Till You See This Woody Davis In my experience with Microsoft Dynamics CRM, I’ve witnessed a product evolving over time. The CRM Development team is constantly improving on the previous version and finding creative ways to engage an organization’s customer base. And now, with Dynamics CRM 2016, […]

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Recurring Invoices / Subscription Invoicing System

If you offer clients periodical services or subscription-based products, you need to invoice them, usually once a month or within agreed billing cycle. Dynamics Workflows version 5 provides a flexible system to create recurring invoices based on Invoice Templates, Invoice Line Items Templates and workflows to automatically generate invoices every billing cycle and for the […]

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CRMUG Summit & Product Announcement

Thank you to those who were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak Portals, have a customer tell you how the portal has been a value to them and also had the pleasure […]

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Jinan Construction Generates 300 Legal Contracts with Merge Fields from Dynamics CRM

Jinan Construction is a Chinese company developing multi-storey residential towers in countries like Australia and Asia. Flat’s prospects and buyers are managed with Dynamics CRM. The CRM solution includes, among other entities, the Legal Contract entity that stores the purchaser’s details and child entities (1:N) to manage payments schedule, clients requests for custom design and […]

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5 Keys to a Successful Dynamics CRM Discovery Session

Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to […]

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Dynamics Signature with CRM Workflows

In a previous post I presented the features of this smart application, Dynamics Signature. In a well-organized company, it's common practice that all CRM Users have same structure of CRM Email Signature, otherwise each user will create their own signature with different content, contact details, and different size of company logo. This can be a nightmare for an […]

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Reports for Dynamics CRM- Don’t Let Your Boss Read this Post !

If you ever paid for Dynamics CRM reports, burn this Post before your boss reads it! Combine easy to write CRM Reports and auto delivering of reports with CRM Workflows, for only $49 per assigned user (min 7 users)   Reports provide useful business information to CRM users and clients. With Dynamics Docs, you don’t have […]

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Quote with Optional Products and Services with Dynamics Docs for Dynamics CRM

One of the keys to great price proposal is providing options to your client. If you only give them one, they will perceive your proposal as a take it or leave it option. However, providing them options shifts the question from “do I purchase or not” to “do I purchase option 1 or option 2” […]

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