CRM Software Logo

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

 
 

 

When you are choosing a CRM package, does the real Office experience matter? Your sales and marketing people likely spend a big part of every day in Microsoft Outlook. It’s the hub of communication with customers, prospects, and fellow employees. When your team uses Microsoft Dynamics CRM, they don’t have to change the way they […]

continue reading...

 

Not every company wants to use a full project management system to track billable time. Many just want a “quick and dirty”, yet reliable, way to track time within the systems they already use. You can do that in Microsoft Dynamics CRM using the affordable AbleBridge Editable CRM Grid add on tool. Billable Time The […]

continue reading...

 

Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to […]

continue reading...

 

This is a true One-Click to Email report as PDF file, for situations where  CRM Users require to frequently Email a report, such as price quotation,  as a PDF file. If you know how to create a button for this one click function, all you need is to transfer the report GUID, using below JavaScript […]

continue reading...

 

Dynamics CRM 2015 essentially comes in three different user interfaces: the CRM web, the Outlook Client and the CRM mobile app.  The user’s experience is highly dependent on how they choose to access their CRM data.  At AKA, we spend a lot of time considering how to best configure the user experience within these different […]

continue reading...

 

To simplify complex management systems and make them more effective, you should consider integrating quality, safety and environment (QSE) into your company’s main Project Management (PM) process. Here’s why: A company’s core PM (Project Management ) process is indispensible for tracking and managing key phases of your project. A QSE (Quality, Safety and Environment) process […]

continue reading...

 

Customer Relationship Management, or CRM, is the backbone of any business.  That sounds like a bold statement, but it is true.  Think about it:  when you bought goods or services you might have done so because of how helpful someone at the store was to you, right?  Or think about when you call in to […]

continue reading...

 

Microsoft Dynamics CRM has always been a robust platform with myriad functionality. Dynamics CRM 2015 User Release 1 brings plenty of overhauls to the CRM platform. But like other software, the newest release is never perfect. User Release 1, while a great step forward in CRM functionality, has a bug of its own. Embedded Charts […]

continue reading...

 

Perhaps you are outgrowing your current CRM solution, or you're planning to implement a new CRM system that will help you achieve your growth targets. Microsoft Dynamics CRM Online is a leading cloud application that is seeing tremendous growth with sustained double digit and even treble digit growth reported in its customer base each year. […]

continue reading...

 

In a previous post I presented the features of this smart application, Dynamics Signature. In a well-organized company, it's common practice that all CRM Users have same structure of CRM Email Signature, otherwise each user will create their own signature with different content, contact details, and different size of company logo. This can be a nightmare for an […]

continue reading...
Page 50 of 330« First...102030...4849505152...607080...Last »
 

 
 
Show Buttons
Hide Buttons