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

Triggers from Dynamics that Can Feed Your Marketing Automation Platform

So, you’ve successfully integrated your Microsoft Dynamics 365/CRM and marketing automation platform and both are working together seamlessly. Your marketing campaigns are faithfully sending more high-quality leads to your sales team and successful conversions are on the rise. Take a bow. You deserve it! Then, once you’re finished celebrating, it’s time to get back to […]

continue reading...

Are Some of your Staff Younger than your Construction Costing System?

Back in the day … in the 80’s and 90’s...  the thinking was that construction companies needed special “job cost accounting software”.   On that basis the only other software you needed was an estimating tool or an Excel spreadsheet. Fast forward to the Present Day With the advent of the smartphone, the tablet, and […]

continue reading...

Construction / Engineering – Project Email

Project Email - the Nemesis of effective Document Management Recent studies have concluded that Project Staff spend an average of 5.5 hours per week searching for Project Information, and 52% of rework is caused by poor communication. Clearly, effective Document Control plays a critical role in mitigating this problem, but what about Project Email? Microsoft […]

continue reading...

IPM Project Management for Construction – Now on AppSource!

Now available on Microsoft Dynamics 365 Online! With the long awaited release of IPM Project Management on Microsoft Dynamics 365 (online), it doesn’t matter what your business looks like …. If it is project based, IPM has a project management solution, which integrates natively with Microsoft Project, Office 365, Outlook, Power BI and SharePoint. Built […]

continue reading...

How to Use Your Microsoft Dynamics Sales Data to Power Marketing Automation Platform Campaigns

You probably already know that the purpose of a marketing automation system is to generate and feed as many qualified leads to your sales team as possible. But a marketer’s job doesn’t end there. In fact, if you’re not mining the sales data being generated by those leads, then you risk leaving additional sales and […]

continue reading...

7 Unique Challenges for CRM in Wealth Management

Let's talk about wealth management firms and CRM. Wealth management firms are financial advisors, but with unique requirements. Many are family offices with perhaps ten advisors. These advisors succeed based on the strength of building and maintaining relationships. Historically, each of them tends to have their own customer base, their own “book” of clients. Often […]

continue reading...

Got Customer Data? Here Is Why You Need a CRM

Data isn’t what it used to be. Before the dawn of digital transformation, business data was the result of a process – like a simple sales receipt, for example. But with new abilities to store, analyze and segment data, it is now a powerful tool that can offer valuable and interesting new insights into business […]

continue reading...

Top 10 Billing Best Practices for Dynamics 365

Sending invoices to your customers should be a simple process within Microsoft Dynamics 365. Just send it and it’s paid. Unfortunately, the billing process can be a bit strenuous at times. It’s important to hold on to those valued customers by providing excellent customer service and making sure invoices and payments are on time.   […]

continue reading...

Document Flow Automation for Microsoft Dynamics 365

There are so many ways to mark progress in human history. In recent decades, we’ve made huge leaps in technology and capabilities that have re-defined modern life. Xpertdoc vs. OOTB Document Generation in Dynamics 365 The evolution of document generation offers a similar picture. Progress isn’t measured only by a new product, but by automated […]

continue reading...

Adding Value to Microsoft Dynamics 365 with Document Generation

Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back in the day with basic document management.  It wasn’t long ago that everyone used typewriters and filing cabinets to manage their office documents, until PCs […]

continue reading...
 

 
 
Show Buttons
Hide Buttons