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

 
 

 

Dynamics PDF-Docs is an upgrade on our successful Dynamics PDF add-on for CRM. Dynamics PDF-Docs can generate PDF Word documents in CRM 2016 and, in one click, attach them to Notes or send them as PDFs in Email attachments. Dynamics PDF-Docs can be triggered as a workflow. With Dynamics PDF-Docs users can schedule a workflow […]

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Beginning January 12, 2016, only the most current version of Internet Explorer available for a supported operating system will receive technical support and security updates. See the Lifecycle FAQ here for more details.   So what does this mean for CRM 4 clients?   Microsoft Dynamics CRM 4.0 relies on Internet Explorer 8 and Internet Explorer […]

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Microsoft Dynamics CRM 2016 offers businesses advanced features for customer data analysis. Not only can the CRM solution capture the information generated by consumer engagement with a company and online marketing content, it can also use modern machine learning tools to provide users with analytical interpretation of customer actions and behaviors. CIO Today detailed how […]

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Microsoft Dynamics CRM 2016 focuses on three key areas of enhancement in the latest release which help sales teams deliver smarter, faster and more accurate results. The three key areas are Productivity, Intelligence and Mobility. Productivity – CRM seamlessly embeds productivity tools, including Office 365 and Power BI, SharePoint and OneDrive for Business. Boost sales […]

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When was the last time you had a "behavior" problem with the date field in Microsoft Dynamics CRM? Well, for many of us the answer might be “recently”. Before the introduction of the "behavior" modifier for date fields, things could get a little confusing and problematic in certain situations. Let's look at how to improve […]

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A key component of successful marketing is measuring the results of your marketing activities and the revenue they ultimately generate for the organization. Since marketing is not directly involved in the sales process, it is incumbent upon the sales staff to gather information about the origin of the lead.  Communication between the sales and marketing […]

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Getting your sales team on board with a new Microsoft Dynamics CRM adoption can be a tough task to handle and can take a lot of convincing on management's part. Change can be tough for anyone, but with the help of a new CRM system like Microsoft Dynamics, the positive difference team members will see after […]

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As part of the Microsoft Dynamics CRM 2015 release, Hierarchy Visualizations was introduced as a new functionality that allowed us to look at records and their relationships in a new way. Hierarchy Visualizations presented the relationship in an easy to understand graphical format.  For example, below we see the relationship between Accounts.       From […]

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We recently came across a problem in Microsoft Dynamics CRM 2015 where the Converting Activities function was not working. A customer noted that on the appointment, email, letter, and fax activity forms, the “convert to” menu link for Opportunity and Case did nothing. On other types, these menu items worked as expected. We worked through […]

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