CRM Software Implementation Tips

Connecting Software's Logo The Future of Dynamics 365 Attachments: Our Experts Weigh In

    What can you do with all those attachments that end up in Dynamics? Our experts share their ideas. You can use Dynamics 365 for many things, and tracking communication with customers is one of them. Unfortunately, this will most likely lead to plenty of Dynamics 365 attachments taking up a substantial amount of …

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emfluence Marketing Platform's Logo Keeping Your CRM Up-To-Date and Healthy

  When a business invests in a Customer Relationship Management (CRM) solution like Microsoft Dynamics, it invests in the organization's smooth running and efficiency. A well-maintained CRM will give everyone in the business, who needs access to customer data relating to just about any function, the right information at the right time. Conversely, a poorly …

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JourneyTEAM 's Logo Meet Microsoft’s New CRM REST Builder Tool to Simplify Processes

JourneyTEAM developers discuss how the Dataverse REST Builder Tool allows users to interact directly with the Dynamics Web API.   Created by Jason Lattimer and Guido Reite, the Dataverse REST Builder allows users to interact directly with the Dynamics Web API. Previously, users who wanted to perform queries or retrievals had to download and import …

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Azamba Consulting Group's Logo Five Obstacles That Can Derail Your CRM Implementation

No doubt you've heard the statistics - 40% to 70% of CRM implementations fail. That means that it failed to meet objectives within 12 to 24 months. The CRM system either was not used or was relegated to providing functionality equivalent to your cell phone's contact list. The biggest loss experienced is NOT the money …

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Connecting Software's Logo Yes, You Can Connect Excel to SQL Server, Dynamics 365, and More

  Microsoft Excel has been around for a long time, and users love it so much that most companies have important data in Excel spreadsheets. This ubiquitous nature of Excel means that there are many cases in which you need to connect to Excel. When was the last time in which you needed to import …

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Aha Apps's Logo Death by a thousand “paper” cuts

Field technicians that use pen & paper to record data suffer the proverbial “paper cuts” and possibly “pen stabs” (I made that up). Why? Using pen and paper to record data is not easy when you’re carrying a tool box and thinking about a gazillion problems you need to solve. So why do they still …

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Azamba Consulting Group's Logo Focus on Your Results with a 100% Money-Back Guarantee, Fixed-Fee CRM Implementation

These days, many CRM firms say they are customer-centric, but I personally believe their approach to implementation belies that claim. The problem lies in that much of the work is based on an hourly rate. No matter how competitive that rate may be, we've all experienced a project or two that started with a 15-hour …

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Aha Apps's Logo Empowering Non-Profits With Microsoft Power BI

Microsoft’s Power BI is a free set of analytics tools that aids organizations to create gripping dashboards, gain 360-degree insight on organizational goals, organize dynamic reports, and make quicker, intelligent, data-driven decisions. Power BI helps nonprofit organizations to organize, manage, and analyze data from a variety of sources. It pulls data together and processes it, and then …

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Azamba Consulting Group's Logo Can a Money-Back Guarantee on a CRM Implementation Be Trusted?

You’ve probably heard that CRM implementations have a surprisingly high failure rate. Who would want to back such a risky venture with a money-back guarantee? At Azamba Consulting Group we have been doing just that for many years, and it works. Our CRM implementation Money-Back Guarantee says: I could tell you that I've never had …

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Crowe's Logo Five Steps to A Successful Microsoft Dynamics 365 CRM Implementation

If you are contemplating a new or upgraded CRM implementation, you’ll want to get it right the first time. You don’t want to risk a botched implementation or adoption by failing to prepare. At Crowe, we’ve developed a successful implementation recipe with five essential ingredients: Put people and processes before technology Don’t get us wrong—technology …

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