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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 Non Profit

NetHope: Connecting Nonprofits with Microsoft Technology Partners

NetHope Helps Nonprofits Reach Their Goals by Connecting Them with Microsoft Technology Partners Last month, NetHope’s Center for the Digital Nonprofit had an exciting announcement for nonprofit organizations all around the world -- and we’re thrilled to be sharing it here. But first, what is NetHope? And why are those of us here at AKA […]

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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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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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Monitor and Analyze your Dynamics 365 CRM Usage

Any software can be utilized to its utmost capacity when there is maximum user adoption. Similarly, Dynamics 365 CRM has many useful features that help its users to cover different aspects of their business. For instance, if you want to analyze how your sales are going, you can turn to the Sales module, for service, […]

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1 Click to Export Dynamics 365 CRM Report/Word/Excel Templates

Dynamics 365 CRM software is used to record and maintain customer information, streamline processes which in turn improves the profitability of the business. It organizes this information to provide a 360 degree view of the customer which further enhances the management of relationship between the customer and the organization. With Dynamics 365 CRM end users […]

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5 reasons how QuickBooks integration with Dynamics 365 CRM can help streamline your business process

Sales and Accounting departments of an organization are interdependent on each other. Both require some data from the other for transparent transactions. However, when both these divisions work on different apps, to sync Sales and Accounting it might be a challenge to the management to control confidential data and every step and transactions have to […]

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Helping Non-Profits Innovate Beyond Budget Limits with Dynamics 365

Think Your Non-Profit Organization’s Ability to Innovate is Limited by Budget? Think Again All organizations are limited by budget, and any growth-related goals have to be considered in terms of available funds. But when it comes to non-profit organizations, there are often unique budget limitations in place that for-profit organizations simply never encounter.   For […]

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Attachment Management on Cloud Storage from within Dynamics 365

Dynamics 365 CRM is a vast customer relationship management (CRM) system which caters to different functions of different users. It has provisions to keep track of customer details in almost all aspects. For e.g. there are Sales, Marketing, Service and other modules that focus on targeted areas and are a driving factor behind managing customer […]

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Why You Should Make Geo-Analytics Part of Your Business Plan

What is Geo-Analytics Geo-coded, or location-based data integrated with analytics results in powerful GeoAnalytics. GeoAnalytics provides hidden insights into geographical aspect of data extracting crucial information of geospatial system. It provides accurate data as geo-codes of a location or in simple terms latitude and longitudes, and a broader data as postal code, street name, house […]

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