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

 
 

 

One of the great things about Microsoft Dynamics 365 is that it can be configured to meet YOUR company's needs. How are you configuring your Dynamics system?   Do you struggle with choosing the proper type of component to use when configuring your Dynamics 365 system? Do you often ask "What is the best way […]

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In today’s economic climate, selling products and services is more challenging than ever before. Competition is fierce and customers are demanding more value from every purchase. Your sales team needs the best tools in the industry. To better equip your employees, the CRM for Distribution solution from Beringer can help you stay ahead of the competition. […]

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Microsoft Dynamics 365 for Customer Service is a powerful system to unify the way people experience your business. It makes information available across engagements so your agents can offer the consistency and personalization your customers expect (and require). One area that we feel is especially powerful for our clients is Case Management. Would your company […]

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Sales is a tricky business. Sometimes, you have a hot prospect who closes in a day, and other times, well, that person who downloaded your brochure, or who seemed good to go at a trade show, or attended a webcast, or put out an RFP you replied to… they just went nowhere. Some of the […]

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It’s finally time to get serious about integrating your Dynamics 365 Customer Engagement and marketing automation platforms. Way to go! Aligning sales and marketing is a critical component of maintaining success and achieving sustainable, long-term growth. And a key part of this alignment is making sure your marketing and sales systems align as well.   […]

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The Dynamics 365 App for Outlook was released in 2016 as a new way to sync data between Dynamics 365 (CRM) and Outlook. The application has evolved over time and has made some improvements. However, there are still issues that you may run into while using the application. We will address of few of the […]

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Add “Pay Now” button and QR code to invoice and statement documents Get paid faster by adding “Pay Now” button and QR Code to invoices and statements, emailed as PDF attachments to clients to pay on line on Dynamics CRM Portal. Create a link between invoice / statement and CRM portal, to allow clients to […]

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Released. An updated free Wizard solution to configure CRM Portal Shopping Cart with users’ selectable views to filter products by groups like price, type, or any other attribute / field in the CRM OOB entity or customized products entity. FREE Shopping Cart Configuration Wizard OR Purchase CRM Portal Credit Card Payment Gateway Download: http://www.dynamicsobjects.com/Our-Solutions/Shopping-Cart-for-CRM-Portal

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Building Better Schools with the Help of Microsoft Azure   The Commit Partnership, a coalition of over 200 individual partners in the greater Dallas area, helps the Dallas community to improve student success at the post-secondary level, enhance early childhood education, and train and retain the best educators possible.   As a data-driven organization, The […]

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Case management includes the process of identifying, recording, analyzing, monitoring and resolving an information-centric work item.  It includes the collection of appropriate data, the adherence to internal processes, and the related communications required to resolve a case. “Cases” are used across many industries and may be called many things:  Questions, Issues, Incidents, Requests, and Work […]

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