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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 Professional Services

Top 5 reasons why our 1 Click productivity app Click2Export is Preferred App to Export Dynamics 365 CRM reports!

  Click2Export is a productivity add-on for Dynamics 365 CRM and Power Apps that allows users to export Dynamics CRM Reports/Word/Excel templates and CRM Views data in just one click. Now a Preferred App on Microsoft AppSource, this app helps the user in exporting Dynamics 365 CRM data in 5 different file formats viz. Excel, […]

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The Retirement of SharePoint 2010 Could Destroy Your CRM Business Processes

How does SharePoint 2010 being discontinued going to effect your CRM system? Find out how one organization thought they were good to go but after running the Modernization Scanner we found 1000's of broken workflows.   If you've been using SharePoint 2010 to manage your CRM system, you might be in trouble. As you may […]

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Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!

One of the important roles of Dynamics 365 CRM is to provide structured document management functionalities. As documents in Dynamics 365 CRM are stored as attachments or Note records, managing large number of documents becomes quite complex. And the higher the size of the database, the costlier it gets for buying more storage. Hence, a […]

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Stop Cherry Picking! Automate Assignment of Leads/Cases within Dynamics 365 CRM/ Power Apps to specific users!

Do you find it hard to manually allocate work items to your team in Dynamics 365 CRM/Power Apps? Are you looking for a better way to allot/assign work items in Dynamics 365 CRM/Power Apps? Presenting to you, one of our Preferred Apps on Microsoft AppSource - Round Robin Routing & Assign –  a productivity app […]

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Tech Insider Update Features Latest Changes to Microsoft Teams that Support Collaboration and CRM Activities

In today’s business landscape that has an increasing amount of salespeople working remotely, it is more important than ever that organizations have a collaboration platform in place that complements and supports CRM sales activities.   Interested in learning how the latest updates to Microsoft Teams improves collaboration and shared information for sales, service and the […]

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1 Click to Undo and Restore recent and past Dynamics 365 CRM record(s) changes using Click2Undo

When working with data, it is very crucial to maintain the correctness of the data. The correctness of data leads to reliable and effective decision making that helps in driving sales. Dynamics 365 CRM being a data-driven platform, a user cannot afford to make mistakes. But it is not possible to not make mistakes when […]

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Migrate to the Cloud with Customized Support from JourneyTEAM | Sherpa Program

Relocating your on-premise solutions to the cloud is a massive undertaking. Not to mention expensive. But with COVID-19 still a major concern, businesses need to ensure their data and services are available at all times to remote employees. Because data migration is such a big project, many organizations use cloud consulting services to make the […]

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3 Powerful Things Real Companies Did With Microsoft Dynamics 365

What are the results? You can read hundreds of articles about the features of Microsoft Dynamics 365, but it is the actual results that matter. Instead of just sharing overviews and hypothetical scenarios, we want to share some recent real-world examples of business challenges the Crowe team solved for clients, across industry and business function, […]

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D365 Customer Insights for Asset Mgmt: More Opportunities

Microsoft Dynamics 365 Customer Insights for Asset Management: Better Data Insights Lead to More (and Better) Opportunities   For asset management firms, succeeding with only basic understanding of clients, advisors and consultants is a thing of the past. To be a successful asset manager, you need to know more than just basic demographics to initiate […]

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Private Equity Firm Replaces Salesforce w/ Dynamics 365 CRM

Limitations with Salesforce Prompted this Financial Services Firm to Switch to Microsoft Dynamics 365 CRM and Power Apps   Out-of-the-box CRM software like Salesforce cannot always address the unique needs of every business. At AKA, we design and implement technology solutions for financial services firms. While recently working with a global, private equity firm looking […]

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