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

 
 

About Microsoft Dynamics 365

5 Ways to Close Deals Faster Using Contract Management Software Integrated with Microsoft Dynamics CRM

According to research by Forrester and Aberdeen, it takes an average of 3.4 weeks to get a contract approved, but using Contract Management software can reduce contract approval time an average of 82%. Deals don’t always close as fast as we’d like. The contract review, approval, and negotiation phase is all too often a sticking […]

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Ready for Microsoft Dynamics 365/CRM? How Much Will It Cost?

If yours is a small or mid-sized business contemplating the purchase of a CRM (Customer Resource Management) solution or if you are a larger company and are considering upgrading to a comprehensive Microsoft Dynamics 365/CRM solution, your research has undoubtedly answered a lot of your questions about features and functionality. Something that may be a […]

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13 Top Exhibitors You Can’t Afford to Miss at User Group Summit 2019 – CRM Blog Members

Over 7,000 people are expected to attend the Microsoft Dynamics User Group Summit 2019 in Orlando October 13-18. A highlight of every Summit event is the Expo. It is your chance to meet hundreds of Partners that sell services and products to enhance the Microsoft Dynamics ERP products. Here is our recommendation of 13 top […]

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How the Right CRM System Helps Banks Identify Star Employees

How good are your team members at referring customers to other services offered by your bank to expand your “share of wallet”? With the right CRM system, you can run activity reports based on employees. You can see how many referrals they have attempted to make, if the prospects were qualified or not, and if […]

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5 Strategies for Digital Transformation in Banking – Strategy 2

There are 5 strategies banks can use to overcome challenges with the help of Microsoft Dynamics 365. Strategy 2: Streamline complex processes while elevating the customer experience Manual or partially automated processes create internal inefficiencies and inconsistencies in service that affect and degrade the customer’s experience and satisfaction. Customers expect banks to answer questions and […]

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Multiple Integration Points between Microsoft Dynamics 365 Customer Engagement and Business Central for Improved Efficiency

Microsoft Dynamics business management solutions offer a fully integrated platform from which you can manage all aspects of your organization. If you are currently using the CRM solution Microsoft Dynamics 365 Customer Engagement and are considering acquiring Microsoft Dynamics 365 Business Central to manage your operations in the cloud or vice-versa, Microsoft has made the […]

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Dynamics 365: How to Increase Team Collaboration and Keep System’s Health

You open your email and find an alert from Dynamics 365: you’ve reached 80% of storage limit. In most cases, this is not because you have too many records but because you have a habit of storing files and attachments in your CRM.    What would a person do in this case? Buy more storage or […]

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Marketing Lists Built to Feed Your Marketing Automation Platform

Marketing Lists built from sales data in your Microsoft Dynamics 365 environment can be invaluable marketing tools if assembled and utilized properly. These lists are especially effective when integrated into your marketing automation platform. Doing so allows you to efficiently target the most appropriate audience for any given campaign. What’s more, once you’ve linked your […]

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Microsoft Requiring Dynamics 365 Users to Migrate to the Unified Interface

Microsoft is requiring all Dynamics 365 Online users to migrate to the Unified Interface in 2020. By 2020 Microsoft Requiring Dynamics 365 Users to Migrate to the Unified Interface. The Unified Interface is a far superior user interface that is modern, unified across all devices (desktop, mobile & tablet) and makes the system easier to […]

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Successful CPQ Integration with Microsoft Dynamics CRM: 5 Key Factors

In April of 2019, Ariel Katz, General Manager, Dynamics 365 for Sales and Sales Insights, recommended that Microsoft Dynamics 365 for Sales administrators explore partner apps to discover Configure-Price-Quote solutions that will “delight customers with fast turnaround times to consistently and accurately configure prices and quotes.” He goes on to say, “Configure-Price-Quote solutions are key […]

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