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

 
 

 

Customer Relationship Management software has been the rage for over ten years.  Starting with the enterprise, CRM has now been adopted across the entire spectrum of business – including small and medium businesses. For the small and medium business, CRM is a key to revenue control.  Why is this? 1.     Automated Website Lead Capture:  While […]

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Microsoft announced this week the Community Technical Preview 3 (CTP3) for the next release of Microsoft Dynamics CRM 5, code-named “CRM5”.  This provides software developers within the Dynamics CRM Partner base the opportunity to start early development and testing of their solutions with the next release.  This is an exciting milestone for the next release […]

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Microsoft provides an ever growing list of “Accelerators” that enhance the functionality of Dynamics CRM and are available for download at no additional cost to Dynamics CRM 4.0 users. There are currently 13 Accelerators that help streamline functions in every area of the solution: from sales, to marketing, to support and beyond.

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I try not to use three letter words in my blog entries, but I can’t help but say WOW.  At The TM Group’s 12th Annual Vision 2010 Microsoft Dynamics Conference & Expo earlier this week which drew over 300 attendees, we saw a preview of the next version of  Dynamics CRM (you might have heard it […]

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In the best of times Professional and Trade Associations have to plan and hold events that deliver real value to their members.  To justify the investment of time and money, members must see the benefit to themselves and make the case to employers. In difficult economic times, Associations need to work even harder to build […]

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A Good Reason To Apply Roll Up 9 to CRM 4.0

 

So you may be asking, why do I need CRM Roll Up 9 for vs. 4.0?  Well here is one good reason!  We had a client that was receiving an error message that an email was stuck in the queue.  This email had been sent from a Scanner/Copier machine with an attachment.  This had caused […]

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5 Important Reasons Why You Should Use CRM

 

1. Turns Microsoft Office Outlook into the one place where you can manage both customer data and communications . Microsoft Outlook messaging and collaboration client is already the world’s leading tool for customer communications.  Microsoft Dynamics CRM extends the reach of Microsoft Outlook by turning it into a tool to manage customer information. It puts […]

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If you’re looking for some great reasons to implement a CRM system, there are many compelling Microsoft Dynamics CRM case studies on the Microsoft Web site.  You might be thinking, sure, there are good reasons, but what about the ROI?  What’s in it for me and my company?  Well, that’s why I liked this particular […]

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Deploying CRM in an organization brings about changes in business processes and modifies employee behavior. CRM can touch every department in an organization from sales, finance, production, to customer service. CRM places the customer at the center of your business. This shift to customer-centric affects the entire organization and can require changes to processes and the […]

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1. CRM is not a just software Since CRM plays an important role in corporate strategy, its crucial that you define what it is you hope to capture and report on within the system.  Be sure to consider the state of your customer relationship, and consider its effect on all business units and end-users from […]

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