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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

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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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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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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Top 5 Benefits of Integrating QuickBooks and Dynamics 365 CRM with InoLink

Most of you would be well acquainted with our popular integration app – InoLink – which is also a Preferred App on Microsoft AppSource. To know what made InoLink so popular, let’s delve deep and see why our Dynamics 365 CRM friends prefer it over others. So, why InoLink? InoLink, a cloud-based productivity app for […]

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Post-COVID selling using D365

In all of its communications, Microsoft hammers home the message about how Dynamics enables a 360-degree view of your customers — and it’s true.   With D365 Sales, D365 Customer Insights, D365 Marketing, and D365 Finance — as well as connectors to platforms like LinkedIn and extensions to automate customer touchpoints ranging from social posts […]

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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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Optimisez Microsoft Dynamics 365 Sales pour les services professionnels avec Power Apps et Power Automate

Microsoft Dynamics 365 Sales offre plusieurs fonctionnalités permettant aux ventes de mieux gérer leurs activités quotidiennes, mais chaque organisation a sa recette secrète. Ces processus uniques sont ce qui leur permet de rester compétitives. C’est pour cette raison que Microsoft offre la plateforme Microsoft Power Platform, permettant aux firmes de services professionnels de personnaliser l’application […]

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3 Ways to Drive Intelligent Marketing with Microsoft Dynamics 365 Marketing CRM

Vying for the attention of buyers today requires more effort than ever before. As Marketers try to nurture customer demand, they must differentiate their business by offering truly personalized buyer experiences that turn prospects into engaged customers. Make that difference with CRM from Microsoft Dynamics 365 Marketing.       To formulate the right message, […]

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User Experience: An Important Aspect of CRM Implementation Projects

When you choose a new or upgraded CRM (Customer Resource Planning) solution, there are several areas that you investigate carefully. You’ll look at processes, features, and tools; you’ll be concerned with ease of compliance and security capabilities; you’ll want to know about implementation timelines and training; and of course, you’ll be sure to pin down […]

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Sales quotes in Dynamics: magic in, garbage out?

Everyone knows that if you put garbage leads or info into your CRM, you’ll have garbage on the back end, too. What about if you put magic in, though? Shouldn’t you get magic out? Not necessarily.  Here are some ways things can go off the rails during the sales process in D365, and how you […]

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