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

 
 

Microsoft Dynamics CRM 2016

One Thing 90% of CRMs Don’t Have (That Yours Needs)

I’ve seen a lot of CRM projects and – based on my experience – there’s one thing that 90% of clients don’t bother with: a well-thought-out security model. I’m not talking about good passwords. I’m talking about a tendency for making everyone a system admin, instead of deciding which sections, records and fields each user […]

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Project Service Automation for CRM – Planning and Delivery

Planning and Delivery of PSA In Part 1 of this series, we posted a brief introduction to the Project Service Automation solution for Microsoft Dynamics CRM Online. This is Part 2 of a four-part series on Microsoft Dynamics CRM Project Service Automation, or PSA, as it is more easily referred to. This part will dive a little […]

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Retrieving Data in Microsoft Dynamics CRM

MS Dynamics CRM vs Salesforce    Sign up for a free CRM course! Learn more about CRM's features Retrieving data and metadata for reports In Microsoft Dynamics CRM can be done using SQL views. In Dynamics CRM, users can run queries on SQL views that are automatically created. As the image below shows, names within the […]

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Achieving the Best Performance in Microsoft Dynamics CRM

Recently, I was tasked with getting the best performance I could from our Microsoft Dynamics CRM. As most of us know, Dynamics CRM is not the quickest platform, so when you add further plugins and clientside code it just exacerbates this issue. According to Microsoft, one of the best practices for developing with Dynamics CRM […]

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Microsoft Dynamics CRM vs. Salesforce – 5 Reasons Why Dynamics is the Better Value

If it takes the average person 10 minutes to decide whether or not to buy a shirt (Skipton Building Society), then how long does it take the average business to pick out a CRM solution? While most CRM solutions provide standard functionality like opportunity and campaign management, there's lots to consider when it comes down to […]

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WebSan Offers “Microsoft Field Service in Dynamics CRM” Webinar

MS Dynamics CRM vs Salesforce  Sign up for a free CRM course! Learn more about CRM's features On July 28th, 2016, at 2:00 PM, WebSan Solutions will present a webinar showcasing the highlights and capabilities of one of the newest additions to Microsoft Dynamics CRM – Field Service. The module, known for being highly configurable and […]

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Three KPI Views in Microsoft Dynamics CRM

I speak with executives, upper management, middle management, etc. who report the sheer number of meetings they are having to review KPI’s (Key Performance Indicators) with their teams.  They know there has to be a better way to manage “the numbers” versus using spreadsheets and having hour long weekly meetings.  Management also wants their sales […]

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Take the Guesswork out of Case Management

MS Dynamics CRM vs Salesforce   Download our free CRM 30-day trial Learn more about CRM's features Running a well-oiled support desk is not for the faint of heart. There are so many moving parts…Does the customer have a support agreement? Does the contacting party have authority to open a support ticket against the agreement? What […]

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Enabling New Features in Microsoft Dynamics CRM 2016 Spring Wave

Microsoft Dynamics CRM Spring 2016 Wave contains some exciting features that you will want to start using right away. In past releases, features were either already accessible once the new version was configured, or they were manually installed. However, many of the new features in this release have been moved to the Office 365 administrative […]

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Manage More Than Sales in CRM with Project Service

CRM software started as a digital rolodex. Then it grew into a way to manage sales opportunities and leads. Eventually it absorbed customer service. Now, the boundaries of what you’ll find in a CRM have moved again, as Microsoft has added a Project Service module to Dynamics CRM 2016 Online Update 1. Whether you’re a […]

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