CRM Software Logo

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

 
 

 

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 […]

continue reading...

 

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 […]

continue reading...

 

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 […]

continue reading...

 

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 […]

continue reading...

 

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 […]

continue reading...

 

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.   […]

continue reading...

 

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 […]

continue reading...

 

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 […]

continue reading...

 

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 […]

continue reading...

 

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.

continue reading...
Page 21 of 339« First...10...1920212223...304050...Last »
 

 
 
Show Buttons
Hide Buttons