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A panel of Microsoft Dynamics CRM/Dynamics 365 experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 

Videos – Dynamics CRM

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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3 Things You Need Before You Get a CRM [Video]

CRM is everywhere. It’s a sales management tool. It’s changing customer service. It’s in companies of all sizes. It can really change your business, but if you want to reap the rewards of a CRM you need to do some homework before you dive into the project. Understand Your Existing Processes The first thing you […]

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Solving the Nightmare of Commission Calculation for Benefit Brokers with Dynamics CRM

Insurance agencies know that commission calculations can be a nightmare. Especially if a broker discovers they were done incorrectly. Employee benefit brokers work with multiple insurance carriers and each of them pays commissions. The agency takes a cut and the producer, or broker, gets a cut. Each of the commission allocations are different based on […]

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VIDEO: Microsoft Dynamics CRM Spring 2016 Wave Overview

Are you ready for the Dynamics CRM Spring 2016 Wave? This overview video from Microsoft gives a great introduction on what you can expect. Transcription: With the new capabilities we’re introducing in our Spring 2016 Wave to support field and project service, organizations now have the ability to schedule, manage, and deliver on-site service, whether […]

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CRMUG Summit & Product Announcement

Thank you to those who were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak Portals, have a customer tell you how the portal has been a value to them and also had the pleasure […]

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Microsoft Dynamics CRM 2016 Release Date Announced

Update: Microsoft Dynamics CRM 2016 officially released on November 30, 2015. Microsoft announced today that Microsoft Dynamics CRM 2016 will be released in the fourth quarter of 2015. In the official press release Microsoft calls this “The most comprehensive upgrade ever for Dynamics CRM” and says it “includes advancements in intelligence, mobility and service, with […]

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Dynamics CRM 2016 Coming in Q4 – Download the NEW Preview Guide

“Microsoft’s obsession with customer success is rooted in our ambition to reinvent productivity and business processes,” said Bob Stutz, corporate vice president, Microsoft Dynamics CRM. “Dynamics CRM 2016 is designed from the ground up to deliver core capabilities all in a single system to eliminate distractions, to make it easier to get things done, and […]

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4 Most Important Sales Records in Microsoft Dynamics CRM

There are many different record types in Microsoft Dynamics CRM. I recommend that salespeople first focus on the 4 most important sales records in Microsoft Dynamics CRM. These are the ones that will make the biggest impact on sales results. The short video below explains how to use these records to your advantage. New CRM Sales […]

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Streamline Sales Efforts with Microsoft Dynamics CRM Business Process Flows

Optimizing business processes is a fundamental strategy to generate more profit in any business. There are many ways to get more out of your top line, and one of the best is to slim down the time and cost of selling through analysis and improvement. To do this, you need consistent and accurate sales data across […]

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