Articles By: xRM³, Inc.

What do I do about Microsoft Dynamics 365?

If you use Microsoft Dynamics CRM Online, at some point in the next 12 months you’ll be  confronted a question. How do you want to manage the transition to Microsoft Dynamics 365? We recently hosted a webinar on Dynamics 365 and the most questions by far came from existing Dynamics CRM users nervous about the …

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The Transition to Microsoft Dynamics 365 – Part 2

In today’s blog post, I want to review the transition pricing for a small to mid-size customer using a typical customer example. This transition from Microsoft Dynamics CRM to Microsoft Dynamics 365 can be as complex, or as easy, as you want to make it. This post will be longer than normal but the information …

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The Transition to Microsoft Dynamics 365 - Part 1

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 …

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Microsoft Dynamics 365 and the CRM Customer

There is no better time to be a Microsoft Dynamics customer than right now. You may have heard by now that Microsoft took the wraps off their new Microsoft Dynamics 365 initiative. No more Dynamics CRM, it is now Microsoft Dynamics 365. With all the hype (deserved, I think) and additional functionality of Dynamics 365, …

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Work Like a Sales Detective with Microsoft Dynamics CRM

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 …

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Service Case Customer Field Not Required in Dynamics CRM 2016

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.

Introducing Microsoft Dynamics 365

Hello from the Microsoft Worldwide Partner Conference in beautiful Toronto! Every year, Microsoft gathers with its partner community to discuss their plans around all product lines. A common topic the last 3 or 4 years is their efforts to expand their cloud offerings and move even more of their products to the cloud. This year …

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Microsoft Dynamics CRM - Using Activities vs. Notes - Best Practice

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 …

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Frustrated with Goldmine? Switch to Microsoft Dynamics CRM

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 …

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Microsoft Dynamics CRM Implementation - Data Migration and Integration Deserve Respect (part 1)

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 …

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