CRM Software Logo

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

 
 

Dynamics CRM for Sales

Upload CRM Documents to SharePoint – Store by Document Types

The procedures and policies of how an organization stores documents uploaded from CRM to SharePoint vary between companies. Actually, the two most important parameters in storing documents in SharePoint are metadata and the folder structure where documents are stored. CRM out-of-box (OOB) integration with SharePoint provides mechanism to upload documents from Dynamics CRM to SharePoint […]

continue reading...

What part of Dynamics CRM does the public see? Your sales proposals.

There are some things CRM does exceptionally well: in most cases, sending professionally designed, optimized sales proposals and automating and reporting on every customer interaction within the proposal process isn’t one of them. Rather, isn’t three or four of them. And that’s ok. Your Dynamics CRM system is designed to manage customer relationships, often of […]

continue reading...

Dynamics PDF Any

Dynamics PDF Any As part of our policy providing tools for Dynamics CRM users to create and manage documents in CRM, we have now released new product -Dynamics PDF-Any. With Dynamics PDF-Any CRM user can select and PDF files from Emails’ attachments, Notes, and hard disk, and create PDF document, attach the PDF document to […]

continue reading...

Sales proposals: CRM’s blind spot?

Name something your CRM system does well: stores contacts (yes); details customer relationships and interactions (Yes!); reports on leads, opportunities, and sales (YES!!); creates, sends, and tracks sales proposals (ummm... sorta). We don't know exactly why configure price quote solutions (a.k.a., CPQ, quote-to-cash, or sales proposal automation solutions) aren't standard in most CRMs (including our […]

continue reading...

Time Tracking in Dynamics 365 – So Easy, Your Team Will Love It

What is worse than the mundane task of time entry? The frustrating task of trying to collect and approve time from an entire team. The “timesheet police” at a consulting company have a thankless job. Fortunately, the right time entry tool for your Microsoft Dynamics 365 system can actually make life easier for everyone. Easy […]

continue reading...

Sales Process and CRM Success

Your CEO wants to grow your company and realizes that a full service, integrated CRM like Microsoft Dynamics 365 will be an important part of your strategy. Your sales team is a bit hesitant. They don’t want to be micro-managed by an inflexible, automated sales process. Implementing CRM (Customer Relationship Management) software can transform a […]

continue reading...

How to Increase Revenue in the Contact Center with Dynamics 365

Any business using a contact center treats it as a cost center. From a financial perspective, this makes sense.   A good conversation with a customer creates a lot of value. The problem is that it's usually intangible. In business, you need numbers to show your value … numbers like revenue that offsets costs. The […]

continue reading...

Overview of Dynamics 365 for Marketing | 2018 Release Notes | Marketing Automation

Overview of Dynamics 365 for Marketing October '18 release Dynamics 365 for Marketing delivers comprehensive capabilities for creating and running multi-channel campaigns to generate leads for your sales team using simple drag-and-drop design tools. In the October '18 release, new capabilities include account-based marketing and deeper LinkedIn integration. The marketing app also supports additional languages […]

continue reading...

Direct Sales IT Leaders: These 2 Tools Will Help Your Sales Leaders Increase Distributor Performance

Every IT leader has felt pressure from the sales organization to produce tools that will increase sales.   This group is sometimes the hardest to serve - their requests are usually tinged with urgency, and their willingness to spend time with you designing solutions is sometimes limited. .   . And there's the fact that […]

continue reading...

Proposal automation in your CRM: the top 6 or 7 things to look for

If you’re like most Dynamics CRM users in B2B sales, you lean on your CRM for just about everything: tracking leads and opportunities, consolidating collateral, contracts, and other documents, tracking events and tasks, storing contacts, etc. We show much love to these steps and requirements in our sales process. What’s crazy is that most CRM […]

continue reading...
 

 
 
Show Buttons
Hide Buttons