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

 
 

Dynamics CRM for Customer Service

Dirty Data: Why Your Dynamics CRM Data Is Going Rogue

Dirty data. It sounds insidious - and it is. Also called rogue data, dirty data refers to inaccurate, incomplete or inconsistent data – and it can be a huge problem for organizations utilizing CRM. Dirty data can emasculate even the mightiest Dynamics CRM implementations by rendering the information virtually useless and undermining all the processes […]

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6 Reasons to Use Microsoft Dynamics 365 Customer Insights

6 Reasons Why You Should Be Using Microsoft Dynamics 365 Customer Insights  More than ever before, businesses are looking for new ways to gather and utilize customer data. We’re not just talking standard demographics, either. With customers becoming more discerning by the day, businesses need to understand customer behavior -- both online and in retail […]

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The Importance of Customer Service Spans Across Every Industry

Regardless of industry, most businesses – including many of our own clients – are focused on enhancing the customer experience they deliver.  Indeed, it comes as no surprise that improving customer service is consistently identified as a key priority in every industry we serve. The reason is as simple as it is obvious: customer expectations […]

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Recurring Billing Platform & Self Service Portal – Work 365 Version 2.7 Fall 2019 Release

Work 365 helps companies grow and scale their recurring revenue with Subscription management and Billing Automation capabilities built on Dynamics 365. Work 365 Version 2.7 addresses the core needs of business insights and self-service.  Recurring Revenue and Subscription-based sales happen as a series of collective events that take place as customers stay engaged with a […]

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Community Summit Nashville October 6-9, 2020 – Your community is always on!

We were at User Group Summit (we mainly call it CRMUG Summit) last week. Ofcoz we are yet to catch up with the amazing time we had meeting our Dynamics 365 CRM and Power Apps Friends last week at our booth #1331, at our Maplytics session and the conference. Lots of interesting conversations with Partners […]

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5 smart ways to manage Attachments and Disk Space in Dynamics 365 CRM

Document management forms a crucial part of any business activity. Without proper document management system there are bound to be errors resulting in delay of accomplishing important business activities. Here, Attach2Dynamics has played a major role in substantially improving the management of documents or attachments in Dynamics 365 CRM. With Attach2Dynamics management and storage of […]

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CRM TRAINING FOR NEW AND EXISTING DYNAMICS 365 USERS

Whether you are new to Dynamics 365 or have been using it for a while, tailored CRM training sessions can help your teams get the most from the sales and customer service apps. If your site is new, your people will need to understand how to tap into its many features in order to improve […]

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5 Ways to Improve Dynamics 365 CRM User Productivity with User Adoption Monitor

A strong business application system forms the base of every organization. Microsoft’s Dynamics 365 CRM is one such comprehensive system that has become essential in today’s business world for its integration with other business applications. Adopting and adapting such a system has become the need of the day. The less time a business takes to […]

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Maps integration with Dynamics 365 CRM / PowerApps – Redefining your Sales, Service and Marketing Strategy!

Maps integration with Dynamics 365 CRM enables geocoding of CRM data thereby locating their latitude and longitude and their exact location. These properties can be leveraged by organizations to empower their Sales and Service representatives and bring a holistic improvement in their market presence. Various features that Maps integration helps with are: Geocoding   To […]

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5 ways how Click2Clone helps to smartly Clone/Copy your Dynamics 365 CRM Records

A part of work carried out by Dynamics 365 CRM users in an organization consists of duplication of records. Creating duplicate records of existing records saves time and effort on the part of Dynamics 365 CRM users. To achieve such a feat, Microsoft has its own share of ISV solutions that enhances the productivity of […]

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