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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 Sales

Pourquoi intégrer vos projets à Microsoft Dynamics 365 Sales

Les ventes et les opérations sont souvent perçues comme étant deux équipes différentes avec des buts distincts, mais il est maintenant plus important que jamais que ces deux groupes travaillent ensemble. Avec des budgets et des délais de plus en plus serrés, les estimations doivent être toujours plus précises, alors que les dates de début […]

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Why You Should Integrate your Projects to Microsoft Dynamics 365 Sales

Most companies probably look at sales and operations as two different teams with two different sets of goals, but it’s more important than ever for these two groups to work together. As budgets tighten and timelines shorten, estimations have to be even more precise, and the start and end dates have to work with what […]

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What beats a 360-degree view of each customer? A 360-degree view of each sale.

A big promise of Microsoft Dynamics 365 is a “360-degree view of your customers,” and that’s great: who could disagree? And if you’re in sales, perhaps the most important part of the customer relationship where you really need all 360 degrees is when a customer actually becomes a customer — when they sign their first […]

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Implementing A New CRM? Make Sure Your Data is Ready for the Move

If you’ve decided to move your CRM (Customer Relationship Management) solution to the Cloud, you might be tempted by all the space the Cloud contains; it’s infinite. But even though you can move vast amounts of data, should you? Remember that someone has to move that data. And entities and fields in your legacy CRM […]

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Adapter Dynamics 365 Sales aux besoins des firmes de services professionnels avec Power BI

Si vous utilisez déjà les tableaux de bord de Microsoft Dynamics 365 Sales, il se peut qu’a priori vous ne voyez pas d’utilité à ceux de Microsoft Power BI. Cependant, il s’agit là d’un outil important pour les firmes de services professionnels puisqu’ils offrent une meilleure visibilité sur les informations dont elles ont besoin, incluant […]

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How to Accelerate Your Time-to-Revenue Inside Microsoft Dynamics 365 for Sales

Through the COVID crisis, growth in the SaaS sector continued to hold steady. Indeed, the pandemic shines a spotlight on the need for digital transformation in sales, revenue operations, and finance. Spend on SaaS solutions continues to grow to meet the increasing demand for technology to enable remote sales and finance teams.  As Satya Nadella […]

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Improve the Usability of Dynamics 365 Sales for Professional Services Firms with Power BI

If you’re already using the dashboards provided by Microsoft Dynamics 365 Sales, you may not see the need to use Microsoft Power BI as well. However, it can be an important tool to help professional services firms obtain better visibility on all the information they need, even data outside the CRM.   Dynamics 365 Sales […]

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Best Practices to Get Paid Faster – Building a Successful Recurring/Subscription Business​

As Simon Sinek says – “Start with Why”? Volumes play an important role in a subscription business. This revenue is billed more frequently, in fact monthly- for 1 customer you are generating 12 invoices a year! The invoices are typically smaller in size than one-off sales. If you are reselling products (which is true for […]

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Comment Dynamics 365 Sales peut optimiser les ventes des firmes de services professionnels

Bien qu’une solution de gestion de la relation client soit un outil important pour toute industrie, il peut être plus facile pour les compagnies qui vendent des produits d’en justifier l’utilisation que pour les firmes de services professionnels. Puisque ces dernières vendent leur temps et leur expertise, elles n’ont pas nécessairement besoin de faire le […]

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Turn D365 into a Customer Relationship MAXIMIZING Solution

What do we really want out of customer relationships? Yes, we all want to ensure customer satisfaction. Yes, we all want to keep customers engaged with our brand and products. But let’s cut the malarkey: we mainly all want revenue. (And satisfied, engaged customers are the revenue drivers.) Today, we’ll share a few tips on […]

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