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

 
 

 

Businesses looking to utilize Microsoft Dynamics CRM are increasingly looking at the Online version – and with good reason. First off, the trials that often are peoples' first encounter with Microsoft CRM are cloud based, so right off the bat that is the experience people are familiar with. Add in the fact that online means […]

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Dynamics PDF version 0.0.9 now includes new features; one of them is the ability, with one click of a button, to convert a Dynamics CRM Report to an Excel file and automatically attach it to an Email. With the new feature, you can email a CRM report as an Excel File to a manager or […]

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According to Peter Ostrow with the Aberdeen Group, companies that integrate sales analytics into their overall operations tend to see an increase in their profit levels. In fact, users of sales analytics report a 10 percent increase in the number of reps who are able to meet their quotas. These users also enjoy a 10 […]

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Thank you to those who were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak Portals, have a customer tell you how the portal has been a value to them and also had the pleasure […]

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There was a lot of talk at Convergence 2015 about a new focus of the event – away from the traditional Dynamics software user conference to more of an executive level “Microsoft vision” event. In a document promoting Convergence 2016 to sponsors Microsoft stated, “This year at Convergence Satya Nadella talked about how we are […]

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One of the great features of Microsoft Dynamics CRM 2013 and later is Real Time Workflows. They are workflows that will run synchronously with your entity changes, but also allow you to capture more data than the conventional asynchronous background workflows. One capability of Real Time Workflows I would like to discuss is capturing pre and […]

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CRM services are important because customers don't have to settle in the modern market. If a business does not offer the service a customer expects, they can jump online and find other brands to supply the goods and support they want. For many people, a positive relationship with a company is an essential part of patronage. Business Insider […]

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Searching for a project management solution? Consider these basic features: Flexibility Why is flexibility in your project management software so important? Think about all the projects you have managed and remember how many were one hundred percent scheduled and budgeted right from the start. Not many, right? Things happen, scenarios change; it doesn’t take much to […]

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As a global company, do you have the ability to see a forecast of all your sales opportunities in a single currency? Let’s say you are a US based company with sales offices across the globe. One office is entering sales leads and forecasting revenue in Yuan, another in Euros, another in Pesos. But management […]

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When it comes to executing hand-offs between pre-sales pursuit teams and post-sales delivery teams, there is often a disconnect leading to incorrect client expectations and eventually a loss of clientele. In order to bridge this gap, Microsoft allows for a smooth integrated connection between Microsoft Dynamics CRM and Microsoft Dynamics AX. This integration will allow […]

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