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

 
 

CRM Software Implementation Tips

The Top 3 Keys to CRM Success – Straight Talk

The CRM road is littered with deployments that are functional failures and that don’t meet value expectations. We see it all the time. In fact, a good part of our business is fixing deployments that have been designed, installed, and rolled out by others or internal IT teams. Organizations considering a new CRM purchase or […]

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2017 Microsoft Dynamics 365 Pricing and Licensing

This blog and video will help you understand the Microsoft Dynamics 365 pricing and licensing. Discounted Dynamics 365 Pricing Available! Enterprise Sales Application – $40 per user/month, renewable through December 1, 2019! Maximum 25 licenses (if you need more than 25 licenses all licensing must be purchased at regular pricing (see below). This discounted pricing is available only […]

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Are your Sales Reps Behaving?

Are your sales reps behaving? I have been doing a lot of research recently for a client that wants to build best practice behavior into their sales team and manage it with Dynamics 365. I have read research from all the top sales benchmark and behavioral analysis firms. In compiling this information I have found […]

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Learn how to convert website visitors into customers with Dynamics 365

Did you know that less than 12% of visitors to your website take any action? How do you leverage website visit data to engage with visitors and drive conversions? Join us to learn how. Most visitors to your website have an interest in your products/services or they wouldn't be visiting in the first place. If […]

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20 Findings from a Microsoft Dynamics 365 Upgrade Audit

Our client, let’s call it ACME Inc., wanted to upgrade Microsoft Dynamics CRM 2011 to Microsoft Dynamics 365 and SharePoint 2010 to SharePoint 2016. What is the first step? Crowe’s implementation methodology always starts with an analysis phase, especially when it comes to CRM version upgrades. With CRM version upgrades our analysis phase comes in the […]

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Part 2 – User Adoption with Microsoft CRM/Dynamics 365. Do you have it?

In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. […]

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Just do it – Setup Multi Factor Authentication with Microsoft Office 365 & Dynamics CRM/365

Security is on everyone’s mind and has been for quite some time. I can think of no other top of mind security concern than securing data in Office 365 and CRM. The "standard" level of security with Office 365 & Dynamics CRM/365 is a just a password. Passwords can be guessed, hacked, shared unintentionally putting […]

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Email Address Verification for Microsoft Dynamics CRM/365

When adding leads and contacts to Microsoft Dynamics CRM/365 wouldn't it be nice if the email address could be verified automatically? Incorrect email addresses prevent your messaging from reaching the intended recipient and causes headaches for marketers. We have developed a solution - Email Verification for Microsoft Dynamics CRM/365. As you enter a lead or […]

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CRM solutions remain enduringly popular but proper use is critical

CRM solutions are a time-tested answer to many long-term concerns of businesses around customer interactions and sales. Managing those relationships - the core value proposition of CRM software - helps businesses improve operations by streamlining areas of inefficiency and making more informed determinations about the state of interactions with customers. To fully reap the benefits of […]

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Mobilizing Sales with Microsoft Dynamics CRM

Mobilizing the way your company does business and solidifies sales is one of the first steps in creating a successful business model. Providing sales and service personnel with data like inventory availability and current pricing, creates this ability to do business on-the-go. Having to wait to receive a quote for several days gives customers the […]

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