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

 
 

 

Microsoft Envision is April 4 – 6, 2016 New Orleans, LA and the ERP Software Blog will be well represented. The sponsors and exhibitors at Microsoft Envision represent the best and the brightest technology innovators in the industry today. The expo at Microsoft Envision brings you the unique opportunity to identify, investigate and evaluate your […]

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CRM 2016 now offers a better way to create and utilize document templates. The older versions of CRM were very limited in the entities that could be associated to an email or mail merge template. The new process allows users to select a primary entity and then choose both a 1:N and N:N relationship. Unfortunately, […]

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In part one of this post we talked about the limitations of a simple CRM system as well as a dedicated stand-alone project management system for managing project delivery. Now let’s share the good news about the advantage of an integrated solution. Advantages of integrated Project Management solutions How well any Project Management (PM) software […]

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Your loyal customers are online and so are many potential prospects.  Social networking sites are a popular forum for customers to research your company and products or services, as well as share information with peers.  Having an online presences is a start, however, if you aren’t fully connected with these online sites you could be […]

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A key benefit of Microsoft Dynamics CRM is how easily and efficiently you can display data in charts and dashboards. A chart is a visual representation of filtered data, or a view. A dashboard is a collection of charts, giving users an at-a-glance snapshot of the key performance indicators they want to track. Much like a […]

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If a small business doesn't have extensive IT resources, software like Microsoft Dynamics CRM may seem invaluable but also daunting. Centralized systems with automatic functionality not only save time, they improve accuracy and allow modern companies to fully capitalize on the information available to them. The most recent Microsoft offerings provide organizations of any size with […]

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In marketing terms, a persona is a fictional person that represents your ideal buyer. At what size company does he work? Where does she live? What type of software does his company use? Where is she in the buying cycle? What are his purchasing motivations and/or pain points? These are examples of questions you should […]

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Technology can be a significant factor in the success of your channel program – when the right tool is chosen and properly deployed in your organization. Companies that rush to find a solution are at risk of selecting the wrong tool, or hastily implementing the right tool.  They’re more likely to find themselves with a […]

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What happens when one of your sales people leaves the company? Do all of the leads in their pipeline vanish because you don’t have the information and notes to follow up with them? Can you find the right contact number for the right people? Many businesses just like yours struggle with losing sales due to […]

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