CRM Software Logo

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

 
 

Cloud CRM

Important Change to Microsoft Dynamics 365 Update Policy

Microsoft is revising its Dynamics 365 update policy resulting in some important changes for existing customers. In a recent blog post it announced: Two major D365 cloud releases each year will deliver new functions and capabilities Updates will be available from April and October each year Release notes will be published on July 23 for the October 2018 […]

continue reading...

5 Reasons Why Asset Managers Should Make Machine Learning Part of Their Daily Routine…and How the Right CRM Can Help

Part 2 of a 3-Part Series: How Asset Management Firms are Redefining Sales and Services Using CRM and More The institutional and wholesale sides of asset management firms face similar challenges, but the technology to support them often falls short. If you are using a “horizontal” CRM solution like Salesforce or a point solution like […]

continue reading...

OmniPay & Dynamics 365 for Sales: The Most Versatile Payment Platform

Users of Microsoft Dynamics 365 for Sales now have access to one of the industry's leading payment platforms. OmniPay, by JourneyTEAM, is already one of the most trusted payment solutions out there. The system is intuitive, versatile, and secure. Now, Microsoft Dynamics 365 for Sales users can take advantage of everything this system has to offer. […]

continue reading...

How to Reduce Dynamics 365 Storage Costs Using Attachment Manager

For Microsoft Dynamics 365 customers concerned about the cost of cloud storage, Azure Blob Storage is an increasingly popular solution. Default storage capacity for Dynamics 365 is 10GB with extra capacity accruing at 5GB per 20 users. This can often prove insufficient if organizations have large volumes of attachments. Email and note attachments often consume the […]

continue reading...

Microsoft Dynamics 365

Dynamics 365 (D365) Contact Relationship Management software allows embedded intelligence to assist you in the sales process. D365 for Sales will allow you to better understand customer needs, engage more effectively and win more deals. Follow a guided sales process that is customizable to your organization’s needs. Integration with the office suite of products allows; […]

continue reading...

How to Integrate Microsoft Teams and Office 365 Groups with Active Directory Groups

As a Microsoft Office 365 user, one of the most valuable 365 features available to you is Groups. In fact, Office 365 Groups allow your organization to set up Microsoft Teams that correspond to departmental divisions: marketing, administration, sales, product development, etc. The Teams feature lets the individuals in a particular team communicate quickly and […]

continue reading...

7 Pitfalls to Avoid as You Transition Business Software to the Cloud

Today, more and more organizations are moving their business processes to the Cloud, and for good reason.  There is no doubt that the cloud provides real benefits. Still, transitioning represents change, and for the change to be successful, your move to the cloud should be approached with eyes wide open. We asked members of the […]

continue reading...

Top Quotes From Microsoft CEO Satya Nadella

It's a great time for Microsoft and the company is in good hands under the CEO Satya Nadella's direction. The organization is growing around Dynamics 365, Office 365, Power BI, Azure, and the complete Digital Transformation strategy.   Satya Nadella offers great insight into Microsoft's tremendous growth. Here are a few top quotes from Satya […]

continue reading...

GDPR Compliance: Top Resources for Dynamics 365 / CRM

The General Data Protection Regulation (GDPR) applies to the use and storage of personal information of European citizens from 25 May 2018. This regulation has an organization-wide impact and businesses worldwide will need to take action in order to comply with European law. The new legal framework for this EU regulation makes a series of important […]

continue reading...

Microsoft Dynamics 365 Pricing Updated for 2018

Microsoft Dynamics 365 pricing has been updated for 2018, effective April 2. This article will outline the changes and updates to Dynamics 365 licensing and pricing. For full pricing and licensing info. and an overview video visit our Dynamics 365 Pricing & Licensing page. Sales Professional There is a new sales license - Sales Professional, $65 […]

continue reading...
 

 
 
Show Buttons
Hide Buttons