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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 Training

Dynamics365 App for Outlook Webinar

    Most business users respond to emails all day long. Oftentimes these emails dictate which tasks you focus on and help you to prioritize the tasks you need to work on. The main way you communicate with your customers and coworkers is email, so doesn't it make sense that your email would be integrated […]

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Work 365 Handles Microsoft’s Control Panel Vendor Program Security Requirements And MFA

Control Panel Vendor Program Microsoft recently announced new mandatory security requirements that tackle potential security risks from unauthorized access to the Microsoft Partner Center, the CPV program. A Control Panel Vendor (CPV) is an independent software vendor that develops applications for use by Cloud Solution Provider (CSP) partners to enable them to integrate their systems with Partner Center […]

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Creating Your First Model-driven App in Dynamics 365

Model-driven apps offer Dynamics administrators and business managers a no-code, component-focused approach to building purpose-specific apps for their end users. These apps can be simple or complex and offer rich design capability with a responsive and uniform UI across multiple devices.   This webinar will cover getting started with Model-driven apps, from modeling business data […]

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1 Click to Export Dynamics 365 CRM Report/Word/Excel Templates

Dynamics 365 CRM software is used to record and maintain customer information, streamline processes which in turn improves the profitability of the business. It organizes this information to provide a 360 degree view of the customer which further enhances the management of relationship between the customer and the organization. With Dynamics 365 CRM end users […]

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Selling Your Team on CRM Implementation

“If you want to make enemies, try to change something.” - Woodrow Wilson Interested in a Dynamics CRM implementation? A recent study on Microsoft CRM Online by Forrester demonstrated that the average return on investment (ROI) from a Microsoft CRM Online implementation is 75% over three years. In addition, companies are recovering the initial investment […]

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Functional Task Force and Reverse Training – Redefine Your Role in YOUR CRM Implementation

A CRM project will certainly fail if it does not receive the full support of those who will ultimately benefit from it…..the users. Call it user adoption or company buy-in but without it, your CRM implementation will feel like an up hill battle and ultimately will be a huge waste of money. With it, you […]

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Mettre à jour le prix des commandes clients en cours dans Microsoft Dynamics 365

Microsoft Dynamics 365 permet de verrouiller les prix des produits des commandes clients, ce qui peut causer des difficultés aux utilisateurs lorsqu’ils tentent de mettre à jour le prix unitaire. Lorsque cette situation se présente, elle peut être gérée de deux façons différentes : Via le ruban de la barre d’outils Via l’icône représentant un cadenas […]

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How to Be Sure You’re Getting the Most Out of Your CRM Solution

If your CRM system is not doing all you hoped it would, there are two common reasons. Either the system was not set up properly with your processes in mind, or perhaps your sales team is not using it properly, or at all. To the untrained, CRM systems can seem difficult to learn and there […]

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Updating product unit pricing on open sales orders in Microsoft Dynamics 365

Microsoft Dynamics 365 offers price locking on sales order products, which can cause users to experience difficulties when they attempt to update unit pricing. When this situation arises, it can be managed in two ways: Via the toolbar ribbon Via the lock icon found directly above the sales order products sub-grid By default, when sales […]

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5 astuces pour assurer un haut taux d’adoption des utilisateurs lors de l’implantation de votre nouvelle solution Microsoft Dynamics 365 – Après l’implantation

Le processus d’implantation d’une nouvelle solution CRM telle que Microsoft Dynamics 365 ne prend pas nécessairement fin lorsque l’installation est complétée. Les efforts doivent se poursuivre afin que les utilisateurs tirent profit du système et de ses fonctionnalités. En effet, un projet d’implantation n’est une réussite que lorsqu’il aide votre organisation à rencontrer ses objectifs […]

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