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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

5 Ways to Improve Dynamics 365 CRM User Productivity with User Adoption Monitor

A strong business application system forms the base of every organization. Microsoft’s Dynamics 365 CRM is one such comprehensive system that has become essential in today’s business world for its integration with other business applications. Adopting and adapting such a system has become the need of the day. The less time a business takes to […]

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Creating Software For D365 That Everyone Needs: Lessons Learned

If in 2014 someone had told us that we would create a program which governments and big corporations would buy without a second thought – do you think we would have believed? A young IT company from a small European country reaching this success – not impossible but very challenging.  Yet it happened. The solution […]

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5 Benefits of Click2Export – A One Click solution to Export Dynamics 365 CRM Reports!

Since its launch, Click2Export has highly influenced the productivity of Dynamics 365 CRM users. It significantly reduced the amount of time spent on mundane tasks thereby, effectively saving time and effort of Dynamics 365 CRM users which can be utilized in other productive areas. Due to these capabilities it has become a highly sought after […]

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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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Maps integration with Dynamics 365 CRM / PowerApps – Redefining your Sales, Service and Marketing Strategy!

Maps integration with Dynamics 365 CRM enables geocoding of CRM data thereby locating their latitude and longitude and their exact location. These properties can be leveraged by organizations to empower their Sales and Service representatives and bring a holistic improvement in their market presence. Various features that Maps integration helps with are: Geocoding   To […]

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5 ways how Click2Clone helps to smartly Clone/Copy your Dynamics 365 CRM Records

A part of work carried out by Dynamics 365 CRM users in an organization consists of duplication of records. Creating duplicate records of existing records saves time and effort on the part of Dynamics 365 CRM users. To achieve such a feat, Microsoft has its own share of ISV solutions that enhances the productivity of […]

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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 […]

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Monitor and Analyze your Dynamics 365 CRM Usage

Any software can be utilized to its utmost capacity when there is maximum user adoption. Similarly, Dynamics 365 CRM has many useful features that help its users to cover different aspects of their business. For instance, if you want to analyze how your sales are going, you can turn to the Sales module, for service, […]

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How creating Alerts for your Dynamics 365 users improves the ROI

In customer-centric organizations, Dynamics 365 plays a key role in planning a robust strategy. All the verticals of an organization use Dynamics 365 for different purposes and report to their team managers accordingly. The manager is responsible for keeping their teams informed, motivated and driven to maximize the output. As members of a team might […]

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1 Click to Export Dynamics 365 CRM Report/Word/Excel Templates

Dynamics 365 CRM software is used to record and maintain customer information, streamline processes which in turn improves the profitability of the business. It organizes this information to provide a 360 degree view of the customer which further enhances the management of relationship between the customer and the organization. With Dynamics 365 CRM end users […]

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