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

 
 

CRM Software Implementation Tips

If You’re App-y and You Know It, Clap Your Hands

Come one, come all! It’s the newest show in town! There’s sure to be something for everyone, a smorgasbord of enticing apps to pique your interest, with free trials to boot!   I know what you’re thinking… and no, the digital circus isn’t pulling into a website near you. I’m actually referring to the Microsoft […]

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Why Don’t You Just Tell Me How Much Microsoft Dynamics CRM Will Cost?

“This is what I need; how much will it cost and how long will it take?” These are usually the first questions I am asked about a Microsoft Dynamics CRM (now Dynamics 365) project. It could be about implementing a new system, an upgrade, a customization or even a report. It may seem frustrating at […]

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[Video] User Acceptance Testing Can Make Or Break Your Dynamics 365 Project

User acceptance testing is a key piece of any Dynamics 365 CRM project. Basically, it entails getting your users into your system to try out some common workflows and day-to-day tasks to make sure they actually work before you launch the full project. If done correctly, it can really smooth out the launch of your […]

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Give your salespeople a break today, implement a CRM solution

It's not easy being a salesperson. To increase sales, these professionals have to conduct a number of tasks throughout the day. These typically involve staying updated on the company's latest product and service upgrades and operational changes while also following up on hot and cold leads. This amount of work and a dependence on commissions […]

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Modern considerations for a CRM implementation

When deciding which solution to select for a CRM implementation, there are a number of considerations decision-makers must take into account. The modern consumer landscape creates unique challenges and companies can't overlook customer expectations while implementing a CRM solution. A recent JD Power survey indicated one important trend businesses must recognize is younger customers speaking up […]

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What Microsoft Dynamics 365 means for CRM pricing and competition

Microsoft Dynamics 365 provides a lot of insight into where Microsoft has been, as well as where it is going with both its ERP and CRM lines. A single business platform and common data model that simplifies IT and application integration has been a decades-old vision of Microsoft’s, and has come to fruition with the release of Microsoft […]

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8 Proven Steps for a Smooth Microsoft Dynamics CRM Upgrade

The next time you do a Microsoft Dynamics CRM upgrade, you will likely transition to Microsoft Dynamics 365. But you will still be doing an upgrade. So it is good to be clear on the steps involved to make sure it is a successful upgrade. An upgrade is a finite project. There are milestones to complete […]

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Engagement Strategies That Inspire CRM User Adoption

A well-executed CRM deployment will change the way you do business by transforming your relationships with prospects and customers, and by refining and revamping internal processes. But for CRM to achieve its full potential, it must be embraced and actively used by all stakeholders. Resisting change and clinging to what’s familiar are part of human […]

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Overcome the Barriers to CRM Success – WhitePaper Download

Guidance and consultation prior to the implementation of a Customer Relationship Management (CRM) system greatly increases the success rate of the solution. In the absence of strategic goals, CRM implementations are challenging with constant scope changes and, ultimately, increased spend coupled with an unsatisfactory end-solution that does not meet business objectives. CRM search reports that, […]

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4 Ways to Transform Your Business with a Modern CRM Solution

In the last few years, automation has become more than a luxury for keeping up with customer expectations, it's a necessity. Our digital world simply provides too many avenues for sales and marketing teams to focus on manually. Even large firms that had seemingly perfected their processes for working with legacy CRM solutions have seen […]

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