CRM Software Logo

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

 
 

 

I began this series on CRM optimization and the evolving needs of our clients by writing about the shift in focus and expectations regarding CRM systems. When an organization changes their mindset from viewing CRM as a tool to seeing it as a performing asset, they see, as many of our clients have, that their […]

continue reading...

 

With Microsoft’s recent release of Dynamics 365 and more versions to come shortly, many customers are asking about it. Why should you care and what do you need to know? You are required to upgrade to Dynamics 365 if you are on Dynamics CRM Online or Dynamics AX Online, but expect to experience a seamless transition. If […]

continue reading...

 

In previous post, related to CRM 2016 Word Templates issues, we showed how to add custom entity to workflow step SetWordTemplate, for example, to send a Word Template as an attachment to an Email, with Dynamics PDF-Docs (read more). In this post we provide a free of charge tool to migrate templates from one CRM […]

continue reading...

 

There are two related issues with Microsoft Dynamics CRM 2016 Word Templates, when they are designed for custom entities. The first issue is to add the step “SetWordTemplate” to a workflow, the other one is importing Word Template designed in one CRM instance (like Sandbox) to another CRM (like Production CRM). The first issue will […]

continue reading...

 

One of the major advantages of the Microsoft Dynamics 365 and Microsoft Dynamics CRM platforms is that they can be easily adapted to fit your business needs and optimized to match your organization’s processes. One simple way to improve productivity is through the use of workflows. This feature makes it easy to streamline your business […]

continue reading...

 

What a CRM system should do for your business A good customer relationship management tool can do a lot to make your life easier.  An effective CRM can help manage and analyze customer interactions and data.  A CRM can also help you improve business relationships with customers, thus allowing you to provide excellent customer service. […]

continue reading...

 

Many applications claim that they are integrated to Microsoft Office. But Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) is more than just integrated. It was designed BY Microsoft, FOR Microsoft Office. Here are 26 examples of ways that Microsoft Dynamics 365 connects to your favorite Microsoft technology. Outlook and Dynamics CRM/365: Full CRM in Outlook Full Offline […]

continue reading...

 

The CRM Software Blog provided a wealth of Microsoft Dynamics CRM in 2016. See which posts were the most popular this year and congratulations to our top authors: Microsoft Dynamics CRM: SubGrid Control Functions by Beringer Associates Microsoft Dynamics CRM 2016 – Voice of the Customer Surveys by Beringer Associates   Free Download of CRM 2016 […]

continue reading...

 

Microsoft Dynamics 365, Microsoft's newest and best solution, has been released. Naturally, you'll have many questions about what it is, how it is an improvement on Dynamics CRM or Dynamics AX, and how much it will cost. This blog kicks off a deep-dive series where we discuss the benefits and dig down into some very […]

continue reading...

 

The Microsoft Dynamics 365 CRM components addresses many of the customer service issues that have a major impact on businesses. While most transactions might go smoothly,  customers who have issues trying to resolve concerns or acquire additional information from businesses can be left with a negative impression. That sort of deficiency leads to long-term problems with […]

continue reading...
Page 2 of 33012345...102030...Last »
 

 
 
Show Buttons
Hide Buttons