CRM Software Logo

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

 
 

 

Our goal is to help banks make better decisions, streamline operations, manage data and information more effectively, and ultimately build a better bottom line. After working with 1,800 financial services organizations across the country, including more than two-thirds of the top 100 U.S. banks we know they all want fast, efficient access to data. Based on […]

continue reading...

 

Control Panel Vendor Program Microsoft recently announced new mandatory security requirements that tackle potential security risks from unauthorized access to the Microsoft Partner Center, the CPV program. A Control Panel Vendor (CPV) is an independent software vendor that develops applications for use by Cloud Solution Provider (CSP) partners to enable them to integrate their systems with Partner Center […]

continue reading...

 

The satisfaction with CRM systems is decreasing, according to the study "CRM in Practice - User Satisfaction, Benefits and Perspectives 2019/2020 " from Trovarit (published in German CRM in der Praxis – Anwenderzufriedenheit, Nutzen & Perspektiven 2019/2020).   A total of 669 CRM executives were interviewed between April and June this year. They reported on how […]

continue reading...

 

Model-driven apps offer Dynamics administrators and business managers a no-code, component-focused approach to building purpose-specific apps for their end users. These apps can be simple or complex and offer rich design capability with a responsive and uniform UI across multiple devices.   This webinar will cover getting started with Model-driven apps, from modeling business data […]

continue reading...

 

Whether you’re using D365 for Sales, D365 CE, or even a more tailored version (e.g., D365 for Field Service) if you’re in sales or marketing, chances are excellent that you’re using D365 to build and send sales quotes. While there are a handful of tools built in to Dynamics (and Office), competitive companies are extending […]

continue reading...

 

We are sure there is always a curiosity to find new Apps for your Dynamics 365 CRM and PowerApps systems to get over those daily mundane tasks and empowering more productivity for you and your teams. So this time we took a different approach while building apps, we did keep Productivity in mind but took […]

continue reading...

 

Recently, I’ve come across a post on Dynamics 365 and SharePoint integration. The story is from one CRM forum, and the writer was looking for a solution for permission structure in SharePoint. From the number of similar threads, many organizations are concerned with the same issue – missing synchronization of permissions and privileges between the […]

continue reading...

 

‘Kanban’ is a Japanese term for ‘visual signal’. Interpretation and analysis of data becomes easy with    visualization or visual representation. With visual representation information can be gleaned at a glance. This helps to make quick decisions and take swift actions. Our new productivity app for Dynamics 365 CRM and PowerApps – Kanban Board – is […]

continue reading...

 

How important is it to you to respond quickly to customers’ requests for price quotes, and to produce accurate proposals that reflect their unique specifications? Sales leaders we’ve spoken with agree that delivering accurate quotes in a timely manner helps their teams close deals faster. If you agree, then integrating leading-edge technology that ensures your […]

continue reading...

 

Recurring Revenue and Subscription sales involve a significant change in the way a business sells and collects revenue. As you first start with Subscription-based sales and recurring revenue its more than likely that the tools and processes are not known and the excel is what you are likely to use to keep things simple. Subscription-based […]

continue reading...
 

 
 
Show Buttons
Hide Buttons