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

 
 

 

At its core, Microsoft Dynamics 365 for Sales is all about empowering sellers and it accomplishes this in five unique ways. Insight that Drives Action First and foremost, it provides actionable insight. Actionable insight is created thanks to the in-depth amount of data the software is able to capture and analyze. Through unique analyses, insight […]

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Yes! Microsoft Dynamics 365 has been officially launched, and this is great news for CRM enthusiasts. Microsoft’s new cloud-based offering, which combines Dynamics CRM and Dynamics AX, is chock full of new, fully integrated features and tools for sales, marketing and operations to enhance your productivity. In the first part of our Deep Dive series, […]

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When you start your day, and you open Dynamics 365 CRM what is the first thing that you want to see? Is it a list of your open leads? the Phone calls that you need to make? Or how about a dashboard showing what opportunities were closed by your sales team in the past 24 […]

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As a result of some great questions that I received on my first blog, Dynamic Values for Custom Entities in Email Templates, I wanted to write a follow up blog highlighting the resolutions to some of those inquires. I’m going to assume you’ve read the previous entry, which is posted above.   Template Types When creating a […]

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There are many ways to judge the success of a marketing campaign, but Microsoft Dynamics 365’s CRM components help businesses follow the metrics they prefer. A large number of businesses will measure the effectiveness of advertising against increased sales. Modern CRM solutions offer organizations opportunities to measure factors that were once thought of as intangible, […]

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Your sales and customer service teams work hard to keep your customers happy. Providing a superior customer experience is just as important as providing high quality products or services. Arm your front-line team with the technology that improves customer service and provides a seamless experience for your customers. Replace outdated systems with an innovative customer […]

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If you are considering Microsoft Dynamics 365 and comparing this to competitor systems, it's important to know what services are included. Plan 1 for Dynamics 365 Enterprise Edition is the most popular choice and in this post we've listed the most important components to help you assess its full value! We believe no other solution matches […]

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Selling Dynamics 365 CRM was not something that I started out doing for a career. I started out as an accountant who loved using technology. My first tech job was setting up my accounting firm's token ring network. Eventually, my love for computers led me to a career selling technology solutions, but it wasn't until I started […]

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Previously, we introduced the top 3 questions asked when considering an upgrade to Dynamics 365  (when, licensing, and new features). In conclusion, we identify key items needed for a full upgrade path:   Update Custom Components, Code and Migrate Data An admin or developer may need to update your custom components, to ensure compatibility with the latest release. […]

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One of the newest services from Microsoft is Flow - a cross application workflow and integration tool very similar to more established services like IFTTT and Zapier. Even though the service has been out of preview only since November 2016 it already integrates more than 80 services, with more coming on each month. January 2017 […]

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