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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 for Sales

10 Things To Like About The Dynamics 365 App for Outlook

Following a preview release in 2016, a new Microsoft Dynamics 365 app for Outlook is now available. The initial preview had some limitations but Microsoft released an enhanced app as part of its December 2016 update. Compared to the installed plugin, the new App for Outlook runs server-side to reduce some of the heavy lifting from […]

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CRM Optimization: 4 New Ways To Increase The Value Of The Inside Sales Team

In this last of my series on CRM optimization and the evolving needs of our clients, recall that I began by writing about the shift in focus and expectations regarding CRM systems. It is amazing to see the changes an organization undergoes when they stop seeing their CRM as an administrative tool, and begin to […]

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Is Your Salesteam Keeping an Eye on the Competition? They Should!

While we all understand and use the core sales entities (Lead, Account, Contact and Opportunity) in Dynamics 365 CRM, one of the more underappreciated entities that can be a valuable piece of data is Competitors. The competitor entity is used to store information about the companies that you regularly find your organization selling against. Let's […]

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CRM Optimization: 5 New Ways To Grow Existing “Customer” Relationships

I began this series on CRM optimization and the evolving needs of our clients by writing about the shift in focus and expectations regarding CRM systems. When an organization changes their mindset from viewing CRM as a tool to seeing it as a performing asset, they see, as many of our clients have, that their […]

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Dynamics 365 – it’s not just for the sales team

When a company implements a CRM system such as Dynamics CRM, the first users are usually the sales team. This is logical as historically, CRM systems have focused on helping salespeople to track their leads and opportunities, and give sales managers better insight into the performance of the sales team. But with more modern CRM […]

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CRM Optimization:  How to Improve your Marketing and Communication Integration

Throughout this series on CRM optimization and the evolving needs of our clients, I have written at length about the trend for organizations to shift their focus and expectations regarding their CRM systems.  When leaders stop viewing their CRM systems as simple tools, and begin seeing them as a performing asset, they allow their CRM […]

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CRM Optimization: Advancing Team Work & Collaboration

In my first post on CRM optimization and the evolving needs of our clients, I outlined the trend for organizations to shift their focus and expectations regarding their CRM system. By changing their mindset from a strictly sales force automation tool to a business solution, they allow their CRM system to actually help them achieve […]

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How to Gain a Competitive Advantage by Identifying, Attracting and Retaining Profitable Clients

Customer relationship management (CRM) is one of the most important phrases in the Banking and Financial Services industry (BFSI) – or at least it should be. In today's “financial” world these words should be linked with the following phrase: "Gain a competitive advantage by identifying, attracting and retaining profitable clients." Financial institutions today are still […]

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CRM Optimization & Visibility: 6 Common Goals and Applications

In my first post, I introduced the concept of an organizational shift in focus regarding CRM systems, whereby the focus is not so much on the functional/tactical expectations (i.e., being a sales force automation tool), but rather on the desired business outcomes, and how this shift is driving solutions with greater efficacy. With this new […]

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3 Tips for Protecting Your CRM Data

Most of us will experience some form of privacy breach in our lifetime. Many businesses, especially financial institutions, go to great lengths to protect our personal information with backups, fraud alerts, activity monitors, and other processes that create a consumer safety net. As a business, you too are protecting your data from external threats. Firewalls, […]

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