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

 
 

 

In the first installment we discussed why it is so important for your CRM system to not only be integrated with Outlook but to be WELL integrated with Outlook.  We also learned that I use both the Dynamics CRM for Outlook client and the Salesforce.com client on a daily basis which puts me in a […]

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Nowadays, it is all about saving time and money.  As a marketer, the less time I spend on manual data entry the more time I have to focus on strategic marketing initiatives.  Microsoft’s Portal Integration Accelerator was designed to connect business information and customer interactions from Dynamics CRM to an organization’s web experience.   The default […]

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The sales team is incorrigible!   What’s the use of implementing CRM for sales force automation if the sales team will never use it?  Sound familiar?  Sales people are different - there’s no doubt about that - but they are compelled by the same basic human motivations that drive us all.  In our work lives, each […]

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CRM has always been the domain of big business.  Until now… Managing customer relationships is key to current and future success.  Unfortunately, as a business grows or as more salespeople are hired, customer relationships can suffer.  After all, while you have more customers, you don’t have the detailed knowledge or understanding of each one like you […]

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Every time I ask one of our Microsoft Dynamics CRM consultants what they like best about Dynamics CRM, I get a different reply.  This is a good thing because it means that there’s a lot to love about Dynamics CRM.  Of course, as consultants, their answers tend to be a bit on the technical side, […]

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How to choose between Microsoft Dynamics CRM as a hosted or on-premise solution is a question commonly asked by small businesses. Whether you choose to deploy Microsoft Dynamics CRM on-premise or go with a hosted option depends on your business requirements: your aims, objectives, resources, and what you need from your CRM solution.

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Less than 24 hours before a big sales meeting my boss told me he wanted me to report on our marketing statistics for the year to date.  Yikes - what is an overworked, overstressed, marketing manager like me to do! Two years ago I would have been up all night trying to come up with […]

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With all the talk about xRM and the almost unlimited things that today’s CRM systems can do, sometimes we can lose sight of how CRM software can help us with the basics – basic sales and marketing!  One of my favorite Microsoft speakers, Doug Adams, suggested a simple question that every company can ask to […]

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Usability can be the lynchpin between failure and success. The current recession plaguing the global economy has thrust CRM to the forefront. Consequently, businesses are placing greater emphasis on enhancing sales — calling for better action on outstanding leads and detecting opportunities within existing customers. Moreover, businesses must ensure that the sales management processes and […]

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There is much ado these days about CRM.  I’ll bet you even have your “version” of this product installed. I pose the question to you – What has your CRM done for you lately? Bells and whistles are great and can make a system or product seems like the greatest thing since sliced bread, but […]

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