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

 
 

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Improve IT Help Desk Efficiency with a No-Code Bot – Microsoft Azure

Take Your Help Desk to the Next Level with a No-Code Bot Regardless of what industry you’re in, it’s important to offer your employees the support they need. For many organizations, this internal support takes the form of an online help desk. But, while there are certainly some inquiries that lend themselves to interacting with […]

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La différence entre Microsoft Flow et les workflows du CRM

NB: Microsoft Flow a depuis été renommé Microsoft Power Automate, mais les capacités offertes restent les mêmes.   On a beaucoup entendu parler de « One Microsoft » ces dernières années, une refonte de la structure organisationnelle de Microsoft connectant tous les aspects de la compagnie. En décloisonnant ses départements et équipes, Microsoft cherche à augmenter la […]

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How to create Connections and Connections Roles in Dynamics 365

Connections in Dynamics 365 enable you create and view the relationships between multiple records across multiple entities.  These could be Accounts, Contacts, Quotes, and Cases etc. From any entity you can see an overview of its relationships, helping drive better sales and marketing. The connections functionality is also available to use on custom entities that […]

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Microsoft Flow versus CRM Workflows: What’s the Difference?

Edit: Microsoft Flow has since been renamed Microsoft Power Automate, but the capabilities it offers remain the same.   We’ve heard a lot about “One Microsoft” these past few years, a restructuring of Microsoft’s organizational structure that connects together all aspects of the company. By eliminating silos between departments and teams, Microsoft sought to increase […]

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Make a Success of Your CRM Implementation Project

If you’ve decided to implement a new or updated CRM solution, you might think your job is over when you’ve selected a full-featured, flexible CRM system such as Microsoft Dynamics 365/CRM. But really, there is some important work ahead. As important as it is to choose the right product, it’s equally important that it be […]

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CRM Roadmap: Where are you?

One of the great advantages using Microsoft products is their commitment to continuous innovation and improvement. Therefore, it can be easy to lose sight of where you are on the Microsoft CRM roadmap. Specifically, versions and name changes blend together over time. How can you be sure your business is where it needs to be? […]

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Should You Upgrade or Reimplement Your CRM Solution?

There are two different ways to improve your current CRM (Customer Relationship Management) solution: upgrade or reimplementation. You might assume that the end results of the two paths will be the same. But there is a distinction.  Choosing the best path based on your organization’s processes and goals can make a big difference. CRM Reimplementation Reimplementation refers […]

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Customize Your CRM Software’s Feature Set with Cloud Native and AKA

Need Custom Features for Microsoft Dynamics CRM? Cloud Native Can Help!    “We love our CRM solution! It’s great. But…”   I can’t tell you how many times I’ve heard this from a client. No one’s ever completely satisfied with their CRM. Companies want to know if this or that CRM will be “the one” […]

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How Microsoft Dynamics 365/CRM Adds Value to Your Business

Customer Relationship Management (CRM) was developed to organize and keep track of customer information, and it certainly does that. But growing businesses are finding that modern CRM solutions such as Microsoft Dynamics 365/CRM go way beyond simply saving and filing information and can now also drive growth and add value to their organization. Here are […]

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Selecting a Microsoft Dynamics Partner: 5 Ways Glassdoor Can Help

Using Glassdoor to Choose a Microsoft Dynamics Partner: 5 Things to Look For Information has never been more easily accessible. As a result, individuals and businesses alike are using the internet to research potential service providers before making large purchase or business decisions. Consumers tend to rely on resources like Facebook, while businesses often take […]

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