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

 
 

CRM Add-On ISV Products

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 […]

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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 […]

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Power-CRM Version 1.0.0.40 Released

            Power-CRM update 1.0.0.40 is now available. This version upgrade includes 17 bug fixes and 15 new functionality items. Along with version 1.0.0.40, we are also releasing the Power-CRM Sales Analysis App. This optional add-on solution is a full analytics app for Power-CRM containing 10 full dashboards/reports and over 70 charts/graphs/KPI's. […]

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Connecting Software won “Top 10 Blockchain Solution Provider 2020”

Connecting Software is proud to have been selected as "Top 10 Blockchain Solution Provider" by Enterprise Security Magazine. The award follows the launch in the last quarter of the company's Blockchain-based digital seal solutions. The award-winning digital seal solutions Both CB Digital Seal for SharePoint and CB Digital Seal allow you to seal your documents […]

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Click2Undo – Your own exclusive ‘Ctrl+Z’ to undo changes in Dynamics 365 CRM records

Dynamics 365 CRM is a system that deals with huge amount of data on a daily basis. The end users are constantly updating data during which mistakes tend to happen and data is altered. Since there is a bulk of data to be handled in CRM, the administrators and IT department are under constant burden […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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