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

 
 

Dynamics CRM 2016

Part 2 – User Adoption with Microsoft CRM/Dynamics 365. Do you have it?

In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. […]

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Just do it – Setup Multi Factor Authentication with Microsoft Office 365 & Dynamics CRM/365

Security is on everyone’s mind and has been for quite some time. I can think of no other top of mind security concern than securing data in Office 365 and CRM. The "standard" level of security with Office 365 & Dynamics CRM/365 is a just a password. Passwords can be guessed, hacked, shared unintentionally putting […]

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Email Address Verification for Microsoft Dynamics CRM/365

When adding leads and contacts to Microsoft Dynamics CRM/365 wouldn't it be nice if the email address could be verified automatically? Incorrect email addresses prevent your messaging from reaching the intended recipient and causes headaches for marketers. We have developed a solution - Email Verification for Microsoft Dynamics CRM/365. As you enter a lead or […]

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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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3 Steps to Accurate and Insightful Sales Forecasting Using Dynamics 365/CRM

Accurate sales forecasting is essential to growing revenue and managing your business effectively. When you know the timing and amount of incoming revenue, you can plan and focus on the right business initiatives; budget and allocate resources appropriately; set organizational goals; and provide teams with priorities and guidelines for how they spend their time. Forecasting […]

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Looking Back At Microsoft Dynamics & CRM in 2016

Wow! What an amazing year of change and growth in the world of Microsoft Dynamics and CRM. Here is our pick of the most significant events in 2016 from our view in the UK. CRM 2016 Back in January, early adopters were deploying Microsoft Dynamics 2016. Some of the notable updates in this latest version included: New mobile […]

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Need Help Configuring AlwaysOn Availability Groups for Dynamics CRM 2016?

Configuring Dynamics CRM 2016/2015 with SQL Server 2014 AlwaysOn Availability By Shashank Chandra, Sr. Dynamics CRM Consultant Microsoft SQL Server Availability Groups provide a comprehensive high availability and disaster recovery solution. In this blog post we will see how to configure Dynamics CRM 2016/2015 with SQL Server 2014 AlwaysOn Availability Groups. The diagram below illustrates the […]

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New Search Functionality On Microsoft CRM – You Are Going to Love It

Microsoft Dynamics CRM has made steady improvement over the years in their search functionality, making it easier for end users to find the data they need. But one area that still was lacking was the ability to search across entities in CRM. As an end user myself, I often look for a business I need to […]

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Mobile Sales & Field Service Offline Mobile CRM for Dynamics CRM and Salesforce

Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to the Salesforce community using mobile sales and field service. Thereby, extending their overall strategy and bringing a platform to any organization that utilizes Salesforce solutions […]

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Microsoft Dynamics CRM Online 2016 Update aAvailable

The Microsoft Dynamics CRM Online 2016 update offers many valuable features to its users. Microsoft recently released the CRM software's first improvements, Update 1 and Service Pack 1. The additions take an effective CRM solution and make it even more useful, providing more features in the realms of productivity, service, mobile use and analysis. The benefits are […]

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