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

 
 

Microsoft Dynamics CRM Training

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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Unify ERP and CRM in the Cloud with Microsoft Dynamics 365

For decades, businesses have operated within the limitations of their business applications. No matter how big they could dream, those dreams often had to be curtailed and molded to fit within the confines of their ERP, CRM and other business software. If the software could not do it, the business either had to find a […]

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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 […]

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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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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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Salesforce and Microsoft Dynamics CRM Dashboard Comparison

One of the most useful features of a CRM system is the dashboard.  Dashboards enable you to efficiently make business decisions with an at-a-glance visual representation of the data that matters most to your business. Both Microsoft Dynamics CRM and Salesforce offer easily customizable dashboards with comparable results, but there are some differences between dashboards […]

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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 […]

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Working with Data is Easy with Microsoft Dynamics CRM

One of the most ubiquitous business applications is Microsoft Excel. It’s practically synonymous with “spreadsheet” and the de-facto program almost everyone uses for data manipulation. If you’ve ever worked with it, then you’re already halfway to being an expert working with data in Microsoft Dynamics CRM. CRM users generally need to do three things with […]

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Chart Your Course to Success with Microsoft Dynamics CRM

A key benefit of Microsoft Dynamics CRM is how easily and efficiently you can display data in charts and dashboards. A chart is a visual representation of filtered data, or a view. A dashboard is a collection of charts, giving users an at-a-glance snapshot of the key performance indicators they want to track. Much like a […]

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Menu Navigation in CRM 2016

I may be a little late to the game here as I have been mostly working with CRM2013. But, I recently began testing around with CRM2016 and am loving it so far. Is anyone else as excited as I am for the new menu navigation that is now part of CRM2015 and CRM2016? Seriously, the […]

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