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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 Research

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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5 Dynamics CRM Sessions to See at 2017 CRM Conference

On May 4th the doors of the Harley-Davidson Museum in Milwaukee, WI will open to business leaders and CRM enthusiasts from across the United States for the 2017 CRM Conference hosted by Ledgeview Partners. This annual conference was born in the fall of 2013 in Chicago to help current users of Microsoft Dynamics CRM make […]

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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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5 Reasons You Should Not Settle For an Outdated CRM System

Are you still using a Rolodex? Early CRM systems were really nothing more than computerized versions of a Rolodex. It was all based on contact records which were basically just electronic business cards. Eventually systems got better at account rollup, tracking opportunities and reporting.  But it was still just business contact management. What is available now […]

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Get a Budgetary Estimate NOW with Our Microsoft Dynamics 365/CRM Quick Quote Wizard

Are you looking for a world-class CRM solution at a reasonable price? Are you wondering if there’s a hassle-free way to find out what your cost would be? You’re not alone. Today, implementing a CRM software system is just as essential as having a Web site! And a great place to start evaluating CRM software […]

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Take the Mystery out of CRM Pricing with Our Quick Quote Tool – Easy as 1-2-3

Why should CRM pricing be a mystery? Unfortunately, the answer is that, for whatever reason, it’s really hard to find CRM (Customer Relationship Management) pricing on the Internet. Vendors and providers for some reason hesitate to put their pricing on the Web. But wait! There is a solution to every problem and in this case, […]

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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 […]

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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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Comparison of Microsoft Dynamics 365 Full Users vs Team Member Users

If you want to save money, it is important to understand the license types available in the new Microsoft Dynamics 365. The primary licensing model is a subscription by named user. (There are also device licenses, which is the topic for another post). The two license types we will discuss in Microsoft Dynamics 365 are […]

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