CRM Software Logo

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

 
 

Posts Tagged ‘Microsoft Dynamics CRM’

The Value of CRM Mapping for Sales Professionals

Here’s the beauty of integrating Dynamics 365 for Sales with a CRM mapping application: raw CRM data comes alive on an interactive map so you can quickly visualize what would have taken hours to analyze in a spreadsheet. What value does this have for sales reps? It helps them see exactly where their best customers […]

continue reading...

5 Dynamics CRM Sessions to See at 2017 CRM Conference

On May 4th the doors of the Harley-Davidson Museum in Milwaukee, WI will open to business leaders and CRM enthusiasts from across the United States for the 2017 CRM Conference hosted by Ledgeview Partners. This annual conference was born in the fall of 2013 in Chicago to help current users of Microsoft Dynamics CRM make […]

continue reading...

Why Don’t You Just Tell Me How Much Microsoft Dynamics CRM Will Cost?

“This is what I need; how much will it cost and how long will it take?” These are usually the first questions I am asked about a Microsoft Dynamics CRM (now Dynamics 365) project. It could be about implementing a new system, an upgrade, a customization or even a report. It may seem frustrating at […]

continue reading...

New Feature in Dynamics 365 : Using PowerApps and Microsoft Flow with CRM

Microsoft Mechanics is a YouTube channel that appeals to power users and developers on Microsoft Products. In this recent video, Luis Camino demonstrates how PowerApps and Microsoft Flow can be used to build custom Line of Business (LOB) apps which integrate Dynamics 365 data and processes with other applications.   Dynamics 365 Enterprise Subscriptions includes […]

continue reading...

Do You Really Need CRM to Grow Your Business?

  Many companies don’t appreciate the value of a CRM system until they understand its pivotal role in closing more sales. CRM’s virtues are not always apparent unless one is intimate with the ins and outs of how business gets done in the organization. The most fundamental requirement for growing a business is having sound […]

continue reading...

CRM Optimization: 4 New Ways To Increase The Value Of The Inside Sales Team

In this last of my series on CRM optimization and the evolving needs of our clients, recall that I began by writing about the shift in focus and expectations regarding CRM systems. It is amazing to see the changes an organization undergoes when they stop seeing their CRM as an administrative tool, and begin to […]

continue reading...

5 Reasons You Should Not Settle For an Outdated CRM System

Are you still using a Rolodex? Early CRM systems were really nothing more than computerized versions of a Rolodex. It was all based on contact records which were basically just electronic business cards. Eventually systems got better at account rollup, tracking opportunities and reporting.  But it was still just business contact management. What is available now […]

continue reading...

Take Advantage of Dashboards in Microsoft Dynamics CRM

You’ve seen them before. Bright, colorful and chalked full of all kinds of data. Yes, I’m talking about Dashboards. If you are not taking advantage of the Dashboards feature within Microsoft Dynamics CRM (now known as Dynamics 365), you are missing out on having access to a wide array of important data within a single […]

continue reading...

Improve Customer Service and Customer Experience with CRM

Your sales and customer service teams work hard to keep your customers happy. Providing a superior customer experience is just as important as providing high quality products or services. Arm your front-line team with the technology that improves customer service and provides a seamless experience for your customers. Replace outdated systems with an innovative customer […]

continue reading...

5 Reasons Selling Dynamics 365 CRM is a Great Opportunity

Selling Dynamics 365 CRM was not something that I started out doing for a career. I started out as an accountant who loved using technology. My first tech job was setting up my accounting firm's token ring network. Eventually, my love for computers led me to a career selling technology solutions, but it wasn't until I started […]

continue reading...
 

 
 
Show Buttons
Hide Buttons