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

 
 

 

Advances in technology have businesses rethinking how to better respond to marketplace trends, engage customers and automate business processes to improve productivity. Today’s business management solutions are agile, flexible and look nothing like past systems. One standout system has unified enterprise resource planning (ERP), customer relationship management, customer engagement and a specialized line of business […]

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In this last of my series on CRM optimization and the evolving needs of our clients, recall that I began by writing about the shift in focus and expectations regarding CRM systems. It is amazing to see the changes an organization undergoes when they stop seeing their CRM as an administrative tool, and begin to […]

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Are you still using a Rolodex? Early CRM systems were really nothing more than computerized versions of a Rolodex. It was all based on contact records which were basically just electronic business cards. Eventually systems got better at account rollup, tracking opportunities and reporting.  But it was still just business contact management. What is available now […]

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Slowly Move the Old Out After discussions with your end users, you may want to slowly move some of the under-utilized fields out of CRM. Here are some suggestions for doing that in your deployment: Remove unused and unnecessary fields from forms, views and charts in CRM You will want to do this to ensure […]

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Statement of account is a list that a company sends to customers of the money that the customers have paid for goods or services and remind the customers for the money that they still owe. In the out of box CRM, invoices and payments can be managed with the Invoice entity. We also offer integration services […]

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The Internet of Things (IoT) provides a variety of opportunities for business software users. Companies that utilize ERP and CRM solutions often look for information sources to feed into the systems that will give employees and decision-makers a 360-degree view of daily operations. Now that employees can carry connected devices and report activities from the […]

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Assumptions, omitted details and misalignment are some of the most common factors contributing to failed software development projects. In this article we look at some of the most common mistakes made during software development projects. When it comes to software development and implementation, going back to basics, following the rules and sticking to the scope […]

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In early November Microsoft released Outlook Customer Manager, a light CRM solution for Outlook. It is available to customers who subscribe to Office 365 Business Premium initially. The primary record types include Companies, Contacts, Deals and Activities. Deals are sales opportunities allowing you to track potential revenue.     A key capability of Outlook Customer […]

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You’ve seen them before. Bright, colorful and chalked full of all kinds of data. Yes, I’m talking about Dashboards. If you are not taking advantage of the Dashboards feature within Microsoft Dynamics CRM (now known as Dynamics 365), you are missing out on having access to a wide array of important data within a single […]

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Les tableaux de bord Microsoft Dynamics 365 (connu auparavant sous le nom de Microsoft Dynamics CRM) sont des outils puissants pour toute entreprise: ils vous permettent de visualiser vos données de différentes façons pour mieux répondre à vos besoins spécifiques et découvrir de nouveaux aperçus sur vos opérations et vos affaires. Dynamics 365 met à […]

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