xRM³, Inc.

As we all transition from Microsoft Dynamics CRM to Microsoft Dynamics 365, I want to provide more information as to what you can expect as a Dynamics CRM customer. We will be hosting an informational webinar November 9th. This webinar will provide general information, transition pricing, and options. After the webinar, we will have scheduled …

The Transition to Microsoft Dynamics 365 – Part 1 Read More »

In the sales game, sometimes you have to do a little detective work to find the right contact at a prospect’s place of business, divine who interested parties are, find a phone number, etc. Anyone that’s held a sales job can relate to this. Nowadays it’s even harder to connect with influencers and decision makers to …

Work Like a Sales Detective with Microsoft Dynamics CRM Read More »

I ran into an issue recently trying to make the Case Customer field not required in Microsoft Dynamics CRM 2016.  I needed to make this field not required so I could populate the value once the Case was saved, by using a workflow based on another lookup field on the Case.

In the last few months, I have conducted several Sales related training sessions where the number one topic is Activities vs. Notes in Dynamics CRM. Many of my recent implementation projects have been for clients who have no CRM system today and have been using tools like Excel to track their touch points with their …

Microsoft Dynamics CRM – Using Activities vs. Notes – Best Practice Read More »

Still trying to run your business on Goldmine? Frustrated with how clunky and overly complicated the system is? Then invest in a CRM system that provides you with more than a contact database. Microsoft Dynamics CRM provides intelligent customer engagement, meaning you can personalize the customer experience and the sales process based on relevant data like web …

Frustrated with Goldmine? Switch to Microsoft Dynamics CRM Read More »

This is the first of a two-part post intended to get you thinking about Microsoft Dynamics CRM data migration and integration prior to the start of your project. Most Microsoft Dynamics CRM implementations require some sort of data migration and/or system integration. The client wants to bring over current and legacy data. Conceptually, it’s a no-brainer as …

Microsoft Dynamics CRM Implementation – Data Migration and Integration Deserve Respect (part 1) Read More »

Show Buttons
Hide Buttons