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


Dynamics 365 Business Edition

The Better CRM: Microsoft Dynamics 365 or Salesforce? Forrester study says Dynamics 365.

The world of CRM is populated with all kinds of “solutions.” We use quotation marks here before many of these so-called customer relationship management “solutions” are anything but.   That said, there are only two real options for the vast majority of businesses: Salesforce or Dynamics 365. They’re both industry leaders, and they both have […]

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Microsoft Launches New Marketing Module for Dynamics 365

We have been hearing about this for quite a while, it is finally launched - the new Marketing module for Dynamics 365. This has been released to public preview meaning you can access this and start using it today. To enable this public preview feature go to Specify your email address (that is used to login […]

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FREE Training on Insights for Dynamics 365

If you missed the webinar you can watch the recording: FREE Training - Microsoft Insights for Dynamics 365 powered by InsideView Technologies, Inc.   Jan 18, 2018 1:00 PM Eastern Time  Microsoft Insights powered by InsideView is included in most Microsoft CRM/Dynamics 365 subscriptions and is one of the most powerful tools in the system.  Join […]

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Leverage the New Tax Plan to Invest in Your Business

  Have you been waiting for the chance to invest in your business, upgrade your tech, and bring your company up-to-date with the latest industry trends? There’s no time like the present!   On Wednesday, December 20, 2017, Congress passed the Tax Cuts and Jobs Act. This tax reform legislation will allow you to dramatically increase […]

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It’s Time to Address the Obstacles to System Enhancements

What is the biggest obstacle when it comes to system enhancements?   Some say cost, others may say time. What about the commitment? Then there’s the whole fear of change in general. As end users ourselves, we understand these valid concerns. That’s why we’ve addressed all of these challenges when launching our latest product developments […]

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On Click to PDF Word Template and Attach to Email

You have a well-designed CRM Word-Templates for Invoices, Price Quotations or Contracts, and you now wish to Email the generated document from the Word-Template, as PDF file attached to an Email to a client. If you don’t have Dynamics PDF-Docs, this is a process that can take you considerable time, especially if you are generating […]

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Devriez-vous privilégier l’implantation d’une solution CRM standard ou personnalisée ?

Un des nombreux avantages d’une solution CRM telle que Microsoft Dynamics 365 est qu’elle fournit une plateforme flexible et personnalisable à partir de laquelle toutes vos activités peuvent être complétées. Elle peut être ainsi adaptée à vos besoins spécifiques et à la réalité unique de votre entreprise pour faciliter vos tâches et opérations quotidiennes.   […]

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Standard or Customized CRM Solution: Which One Should You Consider?

One of the many advantages of a CRM solution such as Microsoft Dynamics 365 is that it provides a highly flexible and customizable platform from which all your activities can be completed. As such, it can be personalized to meet all your specific needs and adapt to the unique reality of your organization to facilitate […]

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New Tax Processing App in D365 for Sales (CRM)

Put away the calculator and let taxes calculate themselves!   Sure, you can enter taxes in Microsoft Dynamics 365 for Sales (formerly CRM), but wouldn't it be nice if you didn't have to calculate them too? With the Rockton Software Tax Processing app, the taxes are calculated for you. This means your taxes will be […]

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Les trois points-clés à retenir de la conférence Directions North America 2017

La conférence Directions North America a fait couler beaucoup d’encre depuis qu’elle a eu lieu du 17 au 20 septembre dernier à l’hôtel JW Marriott à Orlando en Floride. Les nouvelles concernant le futur de la solution Microsoft Dynamics 365 Business Edition, dont la sortie était prévue à l’automne, ont notamment beaucoup fait réagir. Cependant, […]

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