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A panel of Microsoft Dynamics CRM/Dynamics 365 experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

CRM Software Implementation Tips

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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Service Case Customer Field Not Required in Dynamics CRM 2016

I ran into an issue recently trying to make the Case Customer field not required in Microsoft Dynamics CRM 2016.  I needed to make this field not required so I could populate the value once the Case was saved, by using a workflow based on another lookup field on the Case.

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3 Mistakes You Don’t Want to Make in a CRM Implementation Project

Deciding to implement a new CRM system like Microsoft Dynamics CRM in your Organization requires a significant investment of both time and money. These projects can be costly, and with so much on the line, it should come as quite the surprise that so many CRM projects fail right off the bat. Ensuring that your […]

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Mobile CRM and ERP: The Story of the Modern Salesman

While an effective mobile CRM and ERP solution which is fully integrated can give companies great insight into inventory numbers and product quality, sometimes there's no substitute for seeing how products look on shelves. A video published by goERPcloud presented the case study of the Polfärskt Bröd food distributor and how it performed an ERP […]

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Quelques questions à se poser avant d’implanter le module de service de Dynamics CRM

Le service à la clientèle est un élément essentiel de toute entreprise, puisque les clients s’attendent à avoir des réponses rapides à leurs questions. Microsoft Dynamics CRM a élargi son offre avec de nouveaux outils de gestion et de planification du service à la clientèle pour justement vous permettre de dépasser les attentes de vos […]

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