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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

Understanding the Azure Plan vs. Microsoft Azure

Microsoft Azure (Class Azure) will be available through Nov 1st, 2020. Microsoft MSP and CSP partners are currently transitioning their Azure customers to the Azure plan and the modern commerce infrastructure before the deadline. Partners purchasing a new Azure offer in Partner Center must choose between Microsoft Azure or the Azure plan. Partners will not […]

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3 Reasons to Start Using LinkedIn Sales Navigator & D365 for Sales

3 Reasons Why LinkedIn Sales Navigator is an Amazing Sales Tool While many of our clients are familiar with some of LinkedIn’s key features, we often find that they haven’t heard of a key sales tool: LinkedIn Sales Navigator. This application is amazing for sales teams, as it can both help with prospecting leads and […]

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Customizing Your Microsoft Dynamics 365 Customer Engagement (CRM) Solution

This is a rewritten version of an older blog post. As the information is still relevant today, we decided to revisit some of our older content and update it.   One of the main benefits of a customer relationship management solution is its flexibility and adaptability: it can be customized to enhance your processes and […]

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5 New Features to be Excited about in the April 2020 Dynamics 365 Update!

Dynamics 365 Just Keeps Getting Better Microsoft's dedication to make Dynamics 365 better is evident in the 2020 April Update. Microsoft has listened to users'  input and improved Dynamics 365 with a goal of increasing productivity.  Early access for most features started in February 2020 and will be generally available in April 2020. Remember, not […]

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How to Remove Contract Management Roadblocks Inside Microsoft Dynamics CRM

Contract management plays a vital role in business operations. Contracts dictate business strategies and relationships between organizations and vendors. During the sales process, a considerable amount of time is spent ensuring contracts reflect corporate policies, fulfillment capabilities, regulatory requirements, and financial interests.  An efficient contract management process ensures contracts are created, negotiated, approved, and carried […]

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Microsoft Power Platform Boosts Financial Services Firm’s Growth

How A Leading Global Asset Management Firm Increased Growth with the Microsoft Power Platform  The most successful organizations are always looking for opportunities for growth. Not long ago, AKA Enterprise Solutions was approached by the VP of Sales and Marketing Technology at a leading global asset management firm with a problem that he needed us […]

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February Webinar: Three Flows to Charge Up Your Sales

Work Less and Do More With Power Automate! Everyone is looking for more time in the day. Power Automate enables you to work less and accomplish more. With Power Automate, you can automate repetitive, mundane tasks allowing you to focus on other things. Watch your productivity go through the roof! Charge up your sales with […]

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How Much Should You Pay For CRM? Ask the Quick Quote Wizard

The CRM Software Blog Quick Quote Wizard has been providing working estimates for Microsoft Dynamics CRM for many years, and more recently for Microsoft Dynamics 365/CRM. As Microsoft updated it pricing at the end of last year, we’ve updated the CRM Software Blog’s Quick Quote tool. There are no longer “plans” or bundles of functionality […]

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Dynamics 365 Team Member License Changes

Dynamics 365 Team Member License Changes - the party's over... Well, not over but being scaled back. Team Member licenses for Dynamics 365 are a light-use license providing access to only main areas of the product - Account, Contact, Activities etc. Users with Team Member licensing are not supposed to be able to use sales, […]

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4 Ways the Right CRM System Can Help Banks Attract New Core Deposits

The number one strategic issue Crowe sees with our community and regional bank clients across the entire United States is attracting new core deposits. Core deposits that are low cost and sticky. So how do we grow core deposits and cross-sell to established customers? Build Social Networks Relationships still matter, we consistently observe that strong, […]

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