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

 
 

 

I had a bit of time recently to investigate some of the new and not-so-new technologies coming out of the Redmond campus and things look quite interesting.   Microsoft Common Data Model (CDM) The first piece of the puzzle is something called the Common Data Model or CDM. Surprisingly enough, Microsoft actually chose a nice […]

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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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In the sales game, sometimes you have to do a little detective work to find the right contact at a prospect’s place of business, divine who interested parties are, find a phone number, etc. Anyone that’s held a sales job can relate to this. Nowadays it’s even harder to connect with influencers and decision makers to […]

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I ran into an issue recently trying to make the Case Customer field not required in Microsoft Dynamics CRM 2016.  I needed to make this field not required so I could populate the value once the Case was saved, by using a workflow based on another lookup field on the Case.

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Deciding to implement a new CRM system like Microsoft Dynamics CRM in your Organization requires a significant investment of both time and money. These projects can be costly, and with so much on the line, it should come as quite the surprise that so many CRM projects fail right off the bat. Ensuring that your […]

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Summit 2016 is the leading live conference for Microsoft Dynamics AX, CRM, GP, and NAV users. It is like 4 events in one, with one giant expo. In addition to all the educational content, the user group events at Summit 2016 are a great place to learn more about top Microsoft Dynamics CRM and ERP […]

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Customers today expect to be able to communicate with vendors through multiple channels and on any device. The challenge A growing number of the hotels and specialty store customers of an upscale coffee processor and distributor were asking for easier ways to place orders than by phone. The solution To support multi-channel communications, the company […]

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Microsoft Dynamics CRM comes with many bells and whistles that just aren’t utilized. Even when you first open your CRM Online instance, you are immediately taken to the Dashboards area. We have numerous clients who wish to create new charts and dashboards for both management and users. However, sometimes the data they are looking for […]

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Imagine your company growing, expanding, opening new offices, and reaching out to new clients around the globe. It is an exciting idea to contemplate, but also one that can be a bit frightening. As your company grows, you will need to decide if your CRM system can accommodate that growth. If it cannot, you might […]

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Both Microsoft Dynamics CRM On-Premise and Microsoft Dynamics CRM Online earned coveted spots in the Leaders Quadrant of Gartner’s Magic Quadrant for Sales Force Automation (SFA). Only 3 solutions made it into the Leader Quadrant in Gartner’s August 2016 analysis of the SFA market based on hundreds of interviews with customers and vendors as well […]

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