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

 
 

Cloud CRM

Manage your Entire Sales Cycle with Microsoft Dynamics 365 Customer Engagement

With cloud-based technologies and AI, we hear a lot about all the different things a CRM solution can do. However, if you’re thinking about implementing a CRM solution such as Microsoft Dynamics 365 Customer Engagement, it’s important to start out with the functionalities that will bring the most value to your business.   Start out […]

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What You Need To Know If You Store Your CRM Documents In SharePoint

Many sysadmins choose to store CRM documents in SharePoint because managing documents is more intuitive in SharePoint. SharePoint also has very convenient extra functionalities for the end-users such as checking documents out and version history.   Another reason to go for this combination is that data storage is cheaper on the SharePoint side. If the standard SharePoint […]

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La différence entre Microsoft Flow et les workflows du CRM

On a beaucoup entendu parler de « One Microsoft » ces dernières années, une refonte de la structure organisationnelle de Microsoft connectant tous les aspects de la compagnie. En décloisonnant ses départements et équipes, Microsoft cherche à augmenter la communication et la synergie à travers l’ensemble de son organisation. Microsoft offre maintenant aux entreprises les outils pour […]

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Microsoft Flow versus CRM Workflows: What’s the Difference?

We’ve heard a lot about “One Microsoft” these past few years, a restructuring of Microsoft’s organizational structure that connects together all aspects of the company. By eliminating silos between departments and teams, Microsoft sought to increase communication and synergy across its entire organization. It’s now offering organizations the tools they need to do the same: […]

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Customize Your CRM Software’s Feature Set with Cloud Native and AKA

Need Custom Features for Microsoft Dynamics CRM? Cloud Native Can Help!    “We love our CRM solution! It’s great. But…”   I can’t tell you how many times I’ve heard this from a client. No one’s ever completely satisfied with their CRM. Companies want to know if this or that CRM will be “the one” […]

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How to Transform Your CRM Data: Connecting Power BI & Dynamics 365

Your company has finally made the jump to the cloud. Great, but now how do you use the data in your Microsoft Dynamics 365 cloud environment? To report on all of the data entered into CRM by sales and marketing, you used to just hook up to the SQL database that is on the servers, […]

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Tailor Dynamics 365 for your Business using Custom Apps

Have you ever opened the menu in Dynamics 365 and been overwhelmed with deciding where to navigate among the seemingly endless sea of record types? Navigation in Dynamics 365 can be difficult and time consuming – especially for new employees or those working on secondary devices like laptops, tablets, or phones. By deploying custom apps […]

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Restez connectés avec les portails Microsoft Dynamics 365

Le but fondamental d’un système de gestion de la relation client est de vous aider à mieux connecter avec vos clients et partenaires. Microsoft Dynamics 365 Customer Engagement (CRM) fournit plusieurs outils à cette fin, incluant des portails web interactifs permettant de communiquer directement avec vos clients, partenaires ou employés, selon vos besoins spécifiques.   […]

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Stay Connected with Microsoft Dynamics 365 Portals

In its simplest expression, a customer relationship management system helps you connect better. To this end, Microsoft Dynamics 365 Customer Engagement (CRM) puts at your disposal several tools: these include web-based, interactive portals allowing you to connect with your clients, partners or employees, depending on your specific needs.   Easy to set up without HTML […]

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Expand Dynamics 365 CRM Using the Microsoft Power Platform

Expand Dynamics 365 CRM with the Help of the Microsoft Power Platform Now more than ever, data is important to the success of your business. In many instances, expanding the role of your CRM platform and the data it manages could benefit your business significantly. But at the same time, doing so often involves investing […]

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