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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

 

The new Dynamics 365 Sales mobile app, now available for preview, is optimized to help your Sales team stay productive from wherever they're working. The key capabilities of the mobile app enable sellers to prepare more thoroughly for customer engagements, log and share information quickly, and easily find information they need. You will not only […]

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Despite the whirlwind of challenges that 2020 brought, the CRM community stayed strong. By continuing to collaborate and share best practices, they’ve been able to help companies move forward despite the turbulent times. An important center of collaboration was the blog posts here at the CRM Software Blog. What topics were the most popular with […]

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Hard work deserves recognition. We are very proud to recognize our top bloggers and top members on ERP Software Blog, CRM Software Blog, and ERP Cloud Blog. Congratulations to all of these companies for their hard work. Top Blogger Award – Top 5 members whose posts received the most traffic. This could be based on […]

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Today, it seems that most companies are using more than one business application. Each application has its own unique features and provides value to different departments. To improve user adoption, some of the applications are likely integrated with one another.  This could be either natively or with a custom integration built at the hands of […]

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Visualization is an effective way to communicate raw data into a universally consumable form. It helps you to make informed opinions and empower you to contribute your perspective in the decision-making process. Map My Relationships– a Preferred App on Microsoft AppSource - is one such Dynamics 365 CRM/Power Apps productivity app that helps you to […]

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As a service leader, you have experienced firsthand how remote work has impacted service operations. Servitization, including proactive service, is now the expectation — the job is not complete after the sale. Your field service technicians who are already familiar with working remotely, also face new challenges.   While it may seem an uphill battle […]

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We don't need to dwell on what a challenging year 2020 was for businesses large and small. We're all ready for better days ahead. At P2 Automation, we're looking forward to exciting things we can bring to our small business clients in 2021.   CRM for Small Business Small business owners realize that their most […]

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2020. A year we will remember. A year that was not quite as we expected it to be - to say the least!  Still, the Earth keeps spinning, the software world keeps evolving, and you don’t want to fall behind.  There are several Dynamics 365 trends out there and you should keep an eye on […]

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As customers have moved toward the Dynamics 365 Unified Interface some have experienced issues. One, that was a big impact for a client, was not having the ability to run workflows on-demand from individual records. It was no longer present in the ribbon or more options section of any record. This was causing a huge […]

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It’s been said that anything worth doing in life won’t come easy. Without a doubt, this applies to upgrading your business management systems. In today’s global economy, upgrading business management systems is more important than ever before. But CRM projects will only be successful if your team understands and adopts the new system quickly. How […]

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