CRM Software Logo

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

 
 

by ISV/Add On Partners

How Dynamics 365 Sales Can Optimize the Sales of Professional Services Firms

While a customer relationship management solution is an important tool for any industry, it may be easier for companies that sell products to make a case for the use of a CRM than it is for professional services firms. As the latter sell time and expertise, they may not need to track which products clients […]

continue reading...

Now visualize Business Process Flow in the form of Kanban Board and categorize rows for better data clarity in Dynamics 365 CRM & PowerApps

Growth of an organization depends upon the collective effort put together by all the departments; be it Sales, Marketing, Finance or Accounts. This effort includes pursuing each and every business process diligently and maintaining decorum while doing it. In order to pursue these processes, one needs to know about it and understand it. Once it […]

continue reading...

Blockchain to revolutionize invoices and quotes

Most people immediately associate blockchain with Bitcoin. It is true that blockchain was initially mainly used in the context of digital currencies exchange. Today, Blockchain technology has much broader applications. It has specific characteristics that make it ideal for improving the reliability of business workflows that involve sensitive information like invoices, quotes, or contracts. The […]

continue reading...

PCF Controls in Dynamics 365 CRM for quick and easy visualization of data on map!

Visualizing Dynamics 365 data on map is one of the core elements for easy implementation of a business process in any organization. By viewing where the prospects come from, and which regions need to be focused on for improving businesses, the sales can be seamlessly improved. To improve the overall performance of Dynamics 365 CRM, […]

continue reading...

Comment personnaliser votre solution Microsoft Dynamics 365 Sales (CRM)

Nous avons parlé récemment des bénéfices de personnaliser votre solution Microsoft Dynamics 365 Sales. Il est possible d’adapter presque n’importe quoi selon vos besoins et réalités spécifiques, des champs aux formulaires, en passant par différents processus d’affaires et flux de travail (workflows). En faisant en sorte que votre solution de gestion de la relation client […]

continue reading...

12 Reasons Banks Should Evaluate Crowe CRM for Banking, Especially Now

I had intended to write about the 11 reasons banks should consider Crowe CRM for Banking. Then the pandemic hit and reason number 12 quickly became evident. Crowe CRM for Banking powered by Microsoft Dynamics 365 empowers bank staff with the tools and information they need to efficiently deliver high-quality, personalized service - for all […]

continue reading...

Document Attachment and Document Management – Dynamics 365 CRM now has a smart app for it!

Inogic is one of the leading ISV partners for Microsoft Dynamics 365 CRM and has been providing solutions to enhance its productivity. Over the years, many applications like Click2Clone, Click2Export, etc. have been developed. These apps have been a huge hit with businesses and industries all around the world. And recently, Inogic came up with […]

continue reading...

Automate cloning of multiple copies of Dynamics 365 CRM Record in 1 click – Popular feature voted in Poll during our Webinar Series!

As the world is forced to stay indoors and is maintaining social distancing, we as a community should strive hard to make the best out of this difficult situation. Inogic, to contribute to the Dynamics community, has come up with a webinar series that will help in understanding various Dynamics 365 CRM concepts and applications. […]

continue reading...

How to Customize Your Microsoft Dynamics 365 Sales (CRM) Solution

We recently talked about the benefits of customizing Microsoft Dynamics 365: from fields to forms and various business processes and workflows, you can adapt almost anything to your specific needs and realitiesBy ensuring your customer relationship management solution works well with your organization’s business processes, you can increase productivity, efficiency and user adoption across your […]

continue reading...

Best Practices to Get Paid Faster – Building a Successful Recurring/Subscription Business​

As Simon Sinek says – “Start with Why”? Volumes play an important role in a subscription business. This revenue is billed more frequently, in fact monthly- for 1 customer you are generating 12 invoices a year! The invoices are typically smaller in size than one-off sales. If you are reselling products (which is true for […]

continue reading...
 

 
 
Show Buttons
Hide Buttons