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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

How I Get My Team to Enter Project Time DAILY in Dynamics CRM

I admit that I am the “time police”. It is part of my process and a necessary evil. Even when you make it as simple for them as possible, consultants still don’t like to enter their time. As a manager, I explain to them that I understand this, but it still needs to happen. It […]

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Using Workflow Alerts to Manage Projects in Dynamics CRM

How do you alert a team member that a project task has been assigned to them? Are you still sending email? Did you know this can be done automatically when you manage your projects in Microsoft Dynamics CRM? When we do a Microsoft Dynamics CRM implementation it requires that we work together as team to […]

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Project Management Tip: Our Secret to Running Successful Dynamics CRM Implementations

I believe it was Socrates who said, “Employ your time in improving yourself.” Truthfully, we should look for ways to improve not only ourselves but also our processes. At our company this means looking for ways to improve the way we deliver Microsoft Dynamics CRM projects to our clients. Every project is managed using our […]

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The Role of the Modern CRM Platform – Loyalty and the Customer Experience

There was a time when leads and opportunities were managed within Excel sheets, or by using simple contact management software. Sales teams reacted to customer demands and worked from a set of scripts that helped direct them to what they needed. “The bulk of B2B purchasing decisions take place before a customer contacts a supplier.” Today’s customers are much more […]

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How Fast Can You Email a Client a Project Status Report From Dynamics CRM?

If a client asks me for a project status report, I can send it within 2 minutes. Complete with all project tasks, milestones, percentage of completion and the total time billed against the total time approved. Can your project management system do that? This is only possible because we use templates and checklists in Project […]

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Deliver Projects On-Time & On-Budget with Microsoft Dynamics

Natively integrated within Microsoft Dynamics CRM, Project Service brings people, processes and technology together empowering teams to complete projects on time and on budget. Here are 7 examples that demonstrate how organisations accelerate professional services maturity and reap the financial benefits of an integrated project service solution: 1. Propose Profitable Projects Work out sales estimates […]

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Manage More Than Sales in CRM with Project Service

CRM software started as a digital rolodex. Then it grew into a way to manage sales opportunities and leads. Eventually it absorbed customer service. Now, the boundaries of what you’ll find in a CRM have moved again, as Microsoft has added a Project Service module to Dynamics CRM 2016 Online Update 1. Whether you’re a […]

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Using Governance in Deploying CRM Applications, Part 1: Why It Works, How It Works, and a Strategy that Works

If your organization is using CRM as a platform for deploying applications in multiple lines of business, you’re challenged with coordinating all those separate initiatives on track while taking advantage of economies of scale. In this 2-part blog series, we discuss how governance can help you get the most from your CRM investment. How do […]

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How Microsoft Partners Can Use Checklists to Manage Implementation Projects in Dynamics CRM

Are you consistently following the same methodology for every software implementation project? Does everyone in your company, including new hires, know the exact steps to follow? When steps are missed, do you know where the process failed? We have found that using templates and checklists within Dynamics CRM, using the AbleBridge Project Management add on, […]

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The Benefits of CRM Integrated versus Stand Alone Project Management Software – Part 2

In part one of this post we talked about the limitations of a simple CRM system as well as a dedicated stand-alone project management system for managing project delivery. Now let’s share the good news about the advantage of an integrated solution. Advantages of integrated Project Management solutions How well any Project Management (PM) software […]

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