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

 
 

 

The world is adjusting to a new reality that was unimaginable three months ago. COVID-19 has altered every aspect of our lives, introducing abrupt changes to the way businesses and communities operate. Everyone is adapting to virtual work and plans have certainly changed for in-person conferences, trainings, and seminars across all industries. The COVID-19 crisis offers an important […]

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It is now even more convenient to manage your sales pipeline. Dynamics 365 recently released some cool new features that allow you to update and manage your sales opportunities in — Kanban swim lanes.   Check out these few short steps required to for your Opportunity entity, this fantastic new feature will be at the […]

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What will be your outcome to the current economic downturn? The Harvard Business Review studied the last 3 recessions finding very important information that every business leader should review. A few of the study’s findings: -Firms that cut costs faster and deeper than rivals don’t necessarily flourish. They have the lowest probability—21%—of pulling ahead of […]

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Why text your clients? Brian Begley of enCloud9 started the webinar by giving some reasons you need to text your customers, as well as giving some tips for effective SMS messages. He then gave a few scenarios in which you might want to text your customers rather than send them an email. There are a […]

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Most people immediately associate blockchain with Bitcoin. It is true that blockchain was initially mainly used in the context of digital currencies exchange. Today, Blockchain technology has much broader applications. It has specific characteristics that make it ideal for improving the reliability of business workflows that involve sensitive information like invoices, quotes, or contracts. The […]

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Visualizing Dynamics 365 data on map is one of the core elements for easy implementation of a business process in any organization. By viewing where the prospects come from, and which regions need to be focused on for improving businesses, the sales can be seamlessly improved. To improve the overall performance of Dynamics 365 CRM, […]

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Set Your Remote Workforce Up for Success with Cloud-Based CRM Tools from Microsoft   Until recently, only a handful of organizations had transitioned the better part of their workforce to working remotely. The idea of setting up virtually every employee to work from home was out of the question.   Now, suddenly, organizations throughout the […]

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With so many privacy scandals making headlines, the current workforce well understands the importance of security. Choosing a system that provides this protection for employees and customers is essential for Millennials, who make up the majority of modern employees. Microsoft Dynamics is a leader in global security. Microsoft delivers layered security in all applications to […]

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Working with Microsoft Power BI Key Columns   Matching your keys is an essential piece of data modeling and data analysis. Anyone working in Microsoft Power Business Intelligence runs into issues with keys. This is 100% true:   If your primary and foreign keys don’t match—your data model won’t work.   To make it easier […]

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  Free Video Training for Sales Management on how to use CRM to manage your sales team. Over our 17-years of experience working with Sales leaders on CRM we find that many do not properly use the CRM system to manage the sales team. Inspect what you expect is very important related to sales management […]

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