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

 
 

 

When you have something to share, you don’t want to be slowed down by looking for the right #hashtag. And if don’t use a #hashtag your information will not be seen by as many people. There is going to be so much great content presented at CRMUG Summit 2016 event. Use this list to make sure […]

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Why is it that some people think CRM is just for salespeople? After all, CRM stands for Customer Relationship Management. And when it comes to customers, there are many people in your company who interact on a daily basis with your customers. Certainly not just salespeople. To illustrate how Microsoft Dynamics CRM Online works across […]

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Companies that have assets in the field have a big job: Managing the scheduling and location of those resources at all times. Assets can be equipment rented to customers, service vehicles on a call, or field technicians handling customer issues. Microsoft Dynamics CRM Field Service can help companies manage these and other resources – even […]

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From poor visibility throughout the business cycle to inefficient collaboration, we know every business has its problems. What you may not realize is when your business suffers, so do your customers. If you’re having a hard time streamlining your business processes, it might be time to utilize a CRM platform. By sweating the little things, like […]

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Microsoft Dynamics CRM 2016 update 1 brings with it many new service features, analytics features and productivity features.   There is one new bit of functionality that while minor, will have a big impact. The CRM team has given us the ability to easily create multiple personal email signatures. This is something we take for […]

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Imagine that your sales users are required to fill in an Estimated Close Date field on every opportunity that they create in Dynamics CRM, and you want to automatically create a reminder task for the sales user one week before the estimated close date. However, to avoid confusing your sales users with irrelevant tasks, you […]

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In B2B, a single customer’s dissatisfaction can result in much heavier losses than in B2C. Purchases tend to be higher, so are the stakes, and even this trite question of “How likely are you to recommend our service?” takes on a greater significance. The perks of impeccable customer service are simple – they will buy […]

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Work orders are at the core of the Microsoft Dynamics CRM Field Service capabilities. They include all the pertinent information about the location of the service work as well as the types of work to be performed and the estimated time the work will take. In addition, they also contain any particular skills that are […]

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I admit that I am the “time police”. It is part of my process and a necessary evil. Even when you make it as simple for them as possible, consultants still don’t like to enter their time. As a manager, I explain to them that I understand this, but it still needs to happen. It […]

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CRM projects can fail.  And this can happen at implementation, or perhaps at the end of the project the CRM system merely lost momentum.  With our experience in CRM since 1999, we have seen many reasons why users simply don’t get behind CRM.  Here are our top 10 secret techniques to improve CRM user adoption.   […]

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