CRM Software Logo

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

 
 

Microsoft Dynamics CRM 2016

Setting your Default Address List for Microsoft Dynamics CRM

In Microsoft Dynamics CRM, your contacts are moved by default into your Contacts address list in Outlook.  However, Outlook defaults to your Global Address list, which means you do not automatically see your CRM contacts in Outlook.  In this article, we will assist you with updating your default address list. To set your default address […]

continue reading...

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 […]

continue reading...

Microsoft Dynamics 365 and the CRM Customer

There is no better time to be a Microsoft Dynamics customer than right now. You may have heard by now that Microsoft took the wraps off their new Microsoft Dynamics 365 initiative. No more Dynamics CRM, it is now Microsoft Dynamics 365. With all the hype (deserved, I think) and additional functionality of Dynamics 365, […]

continue reading...

The Hidden Truth about CRM Data Import Files

There is no denying that when working with importable data in CRM, data integrity is of the highest importance. Microsoft has gone a long way to help make importable templates much more manageable and safe for end users.  They have added a number of user friendly measures, such as tool tips that tell you the […]

continue reading...

One Thing 90% of CRMs Don’t Have (That Yours Needs)

I’ve seen a lot of CRM projects and – based on my experience – there’s one thing that 90% of clients don’t bother with: a well-thought-out security model. I’m not talking about good passwords. I’m talking about a tendency for making everyone a system admin, instead of deciding which sections, records and fields each user […]

continue reading...

Project Service Automation for CRM – Planning and Delivery

Planning and Delivery of PSA In Part 1 of this series, we posted a brief introduction to the Project Service Automation solution for Microsoft Dynamics CRM Online. This is Part 2 of a four-part series on Microsoft Dynamics CRM Project Service Automation, or PSA, as it is more easily referred to. This part will dive a little […]

continue reading...
 

 
 
Show Buttons
Hide Buttons