CRM Software Logo

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

 
 

CRM Add-On ISV Products

The need for Collecting Cash Fast to build a Successful Recurring Business

Accounts Receivables processes can take up valuable time and energy in any organization. This is why “Collecting Cash fast” is one of the key metrics for building a successful recurring business. Very often the longer it takes to collect cash the higher the risk of collecting that cash correctly. You need to ensure that you […]

continue reading...

Taking it one Step Further with Digital Seals with Blockchain Technology

Let's pick up the story of Noah, a CRM consultant, that implemented an XRM solution with an IIOT integration for Oliver Smith, production manager at a manufacturing facility. As Oliver's company works with a variety of sensors and production machines, those were used as a place to collect data. Noah recommended Connect Bridge as the […]

continue reading...

Beyond Sales Proposal Templates: Create Dynamic Sales Proposals in Microsoft Dynamics 365 for Sales

The last time you sent a proposal to a prospective customer, did the scene play out like this? You spent 20 minutes finding the right sales proposal template, or worse, copying a previous proposal. Then you spent another 30 minutes personalizing it and double-checking that every blank is filled in and mention of other customers […]

continue reading...

Track CRM usage and Team Performance by administering Dynamics 365 CRM User Adoption

Any organization cannot emphasize enough on how crucial User Adoption is for any system. With proper user adoption the teams are able to perform better and be in sync with the system updates. Since, tracking each and every individual in a system is not easy, there can be a collective unit where these updates are […]

continue reading...

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 […]

continue reading...

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 […]

continue reading...

Learn More About Microsoft’s New Commerce Experience

Partners will need to have their customers confirm acceptance of the Microsoft Customer Agreement by January 31st, 2020. If these agreements are not signed, no new subscriptions can be added or license counts changed in Partner Center. Here are the 3 methods of confirming the Microsoft Customer Agreement: Attestation through Partner Center Attestation through APIs like Work 365 Sending the agreement […]

continue reading...

Kanban Board – Organized card-based view of your PowerApps & Dynamics 365 CRM records!

 Data interpretation and analysis is made easy through visual representation. Visualizing the data has many benefits. Providing visibility to an undergoing work or process through visual tools makes it quicker and easier to process information, understand it and pass it on to relevant parties. Our latest solution - Kanban Board -  is one such […]

continue reading...

Webinar: Smart way to sync Dynamics 365 CRM security model with SharePoint and manage attachments on cloud storage of your choice!

Document management and security go hand-in-hand. With the growing demand for apps that helps in achieving these remarkable feats, we are delighted to bring to you a live webinar session on two of our most popular apps – Attach2Dynamics and SharePoint Security Sync. Attach2Dynamics is a productivity app that integrates Dynamics 365 CRM with cloud […]

continue reading...

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 […]

continue reading...
 

 
 
Show Buttons
Hide Buttons