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

 
 

CRM for Project Management

5 reasons how QuickBooks integration with Dynamics 365 CRM can help streamline your business process

Sales and Accounting departments of an organization are interdependent on each other. Both require some data from the other for transparent transactions. However, when both these divisions work on different apps, to sync Sales and Accounting it might be a challenge to the management to control confidential data and every step and transactions have to […]

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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 […]

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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 […]

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Manage your KPIs with Dynamics 365 Goals

Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in […]

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Email vs Excel vs MS Project vs CRM – What is the Best Project Management Tool?

A company does not just decide one day to start using a project management system. If you are a services based company, you have always been managing projects. And you have always had some kind of system in place, even at a most basic level. But at some point you will realize the limitations of […]

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Formulating a Channel Model for CRM Project Success – Download Now

Harnessing the correct communication channels and using them in the right way to facilitate project management is one of the biggest stumbling blocks faced by project stakeholders. Microsoft Gold Partner Mint Management Technologies’ Senior CRM Project Manager Ross Musselman provides insights and experience into formulating a channel model for streamlined project management with successful outcomes. […]

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Get to Know Dynamics 365 for Project Services

Microsoft Dynamics 365 boasts an assortment of features and benefits for Project Service Automation. Once the software is implemented, you will notice great improvement in productivity, which leads to enhancements in both customer satisfaction and overall profitability. There are three primary benefits gained when using Microsoft Dynamics 365 for Project Service Automation, which are the: […]

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How To Deliver Projects On Time On Budget Using Microsoft Dynamics CRM

Does your company want to deliver projects on time and on budget? Do you use Microsoft Dynamics CRM? AbleBridge’s Project Management tool for Dynamics CRM can help. You’ve made extensive use of your Microsoft Dynamics CRM solution in your marketing campaigns. Your sales team has also used it extensively in identifying prospects, cultivating leads and […]

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Mobile Sales & Field Service Offline Mobile CRM for Dynamics CRM and Salesforce

Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to the Salesforce community using mobile sales and field service. Thereby, extending their overall strategy and bringing a platform to any organization that utilizes Salesforce solutions […]

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How to Simplify the Most Hated Operational Task for all Project Based Organizations

  What is the most hated operational or administrative task that any professional services resource needs to do? Time entry. Some businesses can afford to let it slide, but in a project focused business, accurate time entry is crucial. Let’s be honest, this task will never be loved by the people that need to account […]

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