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

 
 

by ISV/Add On Partners

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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What About Security between Dynamics 365 and SharePoint?

One of the leading CRM systems nowadays is Microsoft Dynamics 365. Together with SharePoint, it provides great document collaboration features, and many organizations around the world already use them as a duet. In this post, we will discuss how to ensure security settings synchronization between Dynamics 365 and SharePoint. It is going to be very […]

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6 Reasons why your Sales and Service reps must follow an optimized route on map

Maplytics has been growing seamlessly ever since its inception given its list of versatile features. Being a Preferred Solution on Microsoft AppSource, Maplytics is known as a powerful mapping app for Dynamics 365 and PowerApps. Its most prominent features Radius Search, Territory Management, Appointment Planning and Optimized Routing have driven Sales, Service and Marketing teams […]

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How to Setup a Dynamics 365 integration with SharePoint

If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits. […]

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Schedule Reports, Word and Excel Templates periodically to be sent as email in Dynamics 365 CRM

Dynamics 365 is a very powerful system which enables Sales, Field Service, Customer Service and Marketing teams to perform multitude of functions to expedite the business. In recent past, it has introduced UCI version which helps Dynamics 365 users to not only use it for web, but also in the form of apps. We have […]

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L’interface unifiée de Dynamics 365 Customer Engagement (CRM) disponible en octobre 2020

La nouvelle interface unifiée de Microsoft Dynamics 365 Customer Engagement (CRM) fournit une expérience utilisateur améliorée et adaptative, assurant ainsi une expérience cohésive à partir de tous vos différents appareils et plateformes. Elle sera disponible pour tout le monde à partir du 1er octobre 2020, mais certains utilisateurs ont déjà la possibilité de passer à […]

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Efficiency and Productivity are Keys to Sales Operations Improvement in 2020

Did you hit your sales targets in 2019? If you did, congratulations!  If you didn’t, you are probably looking back at what went wrong and searching for opportunities to do better in 2020.  There’s as much to learn from what went right, as from what went wrong. It’s likely that the areas where you met […]

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SharePoint Security Sync – A must have app to sync Dynamics 365 CRM & SharePoint Security Permissions

Dynamics 365 CRM and SharePoint integration offers a smooth and easy document management system for businesses around the world. This combination of Dynamics 365 CRM and SharePoint helps organizations to conveniently store and share documents with customers or third parties. It is hassle free, user-oriented and suits the need of every organization for managing documents. […]

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New Unified Interface for Microsoft Dynamics 365 Customer Engagement (CRM) Coming in October 2020

The new Unified Interface for Microsoft Dynamics 365 Customer Engagement (CRM) provides an enhanced, responsive user experience from all platforms, ensuring a cohesive experience from all your different devices. It will be available on October 1, 2020 for everyone, but some users already have the option of switching over to the new interface. Here’s what […]

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Why are Software Migrations Dreaded? The Best Tips for a Successful Migration Project

You are in charge of a software migration project. You could not resist the features and benefits of the new version you are going to install. That's all well and good, but how can you make sure you get the migration right? Fortunately, there are tactics and strategies you can use to handle your next […]

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