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

 
 

 

I’m guessing you regularly service your car, changing the oil and performing a maintenance check when it’s recommended by the manufacturer. Neglecting regular maintenance could mean a shorter and more troublesome life for your vehicle. The same principle apples to your CRM software solution. It’s not based on mileage, but your CRM should be checked […]

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If you’re in the market for Microsoft Dynamics 365/CRM, you no doubt want to know how much it will cost. Even the best business process software won’t help you if it doesn’t fit with your budget. But it has been notoriously hard to track down the cost of CRM software without actually engaging a partner […]

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Any business using a contact center treats it as a cost center. From a financial perspective, this makes sense.   A good conversation with a customer creates a lot of value. The problem is that it's usually intangible. In business, you need numbers to show your value … numbers like revenue that offsets costs. The […]

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In CRM, customizing usually refers to CRM extensions, which may require custom coding or development utilizing the CRM Software Development Kit (SDK). On the other hand, configuring refers to the ability to adopt Out of The Box functionalities to achieve business goals. While customization can be explained using configuration and development; configuration encompasses the use […]

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Overview of Dynamics 365 for Marketing October '18 release Dynamics 365 for Marketing delivers comprehensive capabilities for creating and running multi-channel campaigns to generate leads for your sales team using simple drag-and-drop design tools. In the October '18 release, new capabilities include account-based marketing and deeper LinkedIn integration. The marketing app also supports additional languages […]

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  In this video by our Dynamics 365 CRM support team, we'll look at how to create email signatures in Microsoft Dynamics 365 for Sales.   "How do I create an email signature?" is a very common question from users, especially early on, and they are pretty simple to set up.   They are also […]

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Every IT leader has felt pressure from the sales organization to produce tools that will increase sales.   This group is sometimes the hardest to serve - their requests are usually tinged with urgency, and their willingness to spend time with you designing solutions is sometimes limited. .   . And there's the fact that […]

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Microsoft has published a release preview guide for the October 2018 major cloud update for its Business Applications. In this post, we've highlighted the main themes and new features that caught our eye across the Dynamics 365 Customer Engagement apps. 1. All Users Will Be On The Same Version Microsoft recently made a change to the way […]

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If you’re like most Dynamics CRM users in B2B sales, you lean on your CRM for just about everything: tracking leads and opportunities, consolidating collateral, contracts, and other documents, tracking events and tasks, storing contacts, etc. We show much love to these steps and requirements in our sales process. What’s crazy is that most CRM […]

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Announcing FastTrack Implementation Services for Microsoft Dynamics 365. FastTrack is a fixed cost/scope, rapid implementation service that gets your company up and running quickly and cost-effectively. We offer FastTrack for Dynamics 365 Sales, Marketing or Service. Why a "rapid" implementation approach works - There are several things coming together in the CRM space that enables a […]

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