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

Microsoft Partners and CSPs Need Automated Billing Systems – Why Excel Isn’t Enough

If you’re in the business of generating recurring revenue like Microsoft CSP Partners and using Excel to handle your customer’s subscriptions and billing, you’re not alone. Dynamics 365 can easily be used to manage your sales and service, and with Work 365 you can manage recurring revenue and Billing automation for subscription sales. While Partner […]

continue reading...

Digital transformation extends to RFP responses

As a Microsoft customer or partner, you're likely neck-deep in digital transformation efforts: moving just about everything to Azure; increasing adoption and usage of Dynamics CE and other business-critical tech; and improving data collection, analysis, and usability across the enterprise. And at the front line of any enterprise is where a business meets its public, […]

continue reading...

How Automating & Assigning Dynamics 365 CRM Leads with Round Robin Algorithm Increases Productivity

Sales being the focal point of businesses, it is necessary to adopt and apply new practices to achieve maximum output. This is gained through pursuing each and every Lead. And loss of even one Lead can make a huge difference. This is where Lead Assignment & Distribution Automation comes in hand. It is an app […]

continue reading...

Manage your Entire Sales Cycle with Microsoft Dynamics 365 Customer Engagement

With cloud-based technologies and AI, we hear a lot about all the different things a CRM solution can do. However, if you’re thinking about implementing a CRM solution such as Microsoft Dynamics 365 Customer Engagement, it’s important to start out with the functionalities that will bring the most value to your business.   Start out […]

continue reading...

Synchronize Dynamics 365 CRM and SharePoint security model using SharePoint Security Sync

Dynamics 365 CRM and SharePoint together make a great combination that provides flexibility and ease in document management. Many organizations across the world prefer to use both as a combo pack. And this combo pack can be made more formidable with our NEW upcoming productivity app – SharePoint Security Sync. So, what is SharePoint Security […]

continue reading...

Write on! Tips to improve RFP responses in Dynamics

If you're sending sales proposals and contracts out of Dynamics (whether or not you're using IQX, our contract management solution integrated with Dynamics CRM), there are some composition tips and tricks that can help make every proposal more presentable and every contract more compelling. And we've detailed most of them in this free whitepaper, "RFP […]

continue reading...

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 […]

continue reading...

5 Ways to Close Deals Faster Using Contract Management Software Integrated with Microsoft Dynamics CRM

According to research by Forrester and Aberdeen, it takes an average of 3.4 weeks to get a contract approved, but using Contract Management software can reduce contract approval time an average of 82%. Deals don’t always close as fast as we’d like. The contract review, approval, and negotiation phase is all too often a sticking […]

continue reading...

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 […]

continue reading...

Good, better, best for sales quotes in Dynamics 365

There's more than one way to create a sales quote in Dynamics: Good: You can make one with Word or Excel. Better: You can use some built-in tools to create a PDF quote (but it's still basically built on Word templates). Best: You can add configure, price, quote (CPQ) software to Dynamics.   Why is […]

continue reading...
 

 
 
Show Buttons
Hide Buttons