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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

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

Dans notre article précédent, nous avons offert des astuces pour améliorer le taux d’adoption des utilisateurs avant même l’implantation d’une nouvelle solution CRM. Cela dit, une formation appropriée et taillée sur mesure selon les besoins spécifiques des utilisateurs finaux est essentielle pour assurer un haut taux d’adoption d’une solution CRM telle que Microsoft Dynamics 365. […]

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4 Ways Microsoft Dynamics 365 Boosts Productivity

Around the world, businesses of all sizes are seeing the benefits of helping employees work smarter and better together, automating cumbersome manual tasks, and using customer data as a factor in deciding what to products and services to offer. Cloud and mobile solutions are becoming a means of transforming business productivity and enabling new ways […]

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Why Should You Upgrade to Microsoft Dynamics 365/CRM V9?

The benefits of upgrading to Microsoft Dynamics 365/CRM V9 are clear. The update has met the top three user requests received by Microsoft prior to the V9 launch, ensuring a new and improved user experience. Now, the User Interface is upgraded, Mobile and Outlook Apps are refreshed, and there are many exciting new features to […]

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5 Tips to Ensure a High User Adoption Rate when implementing your New Microsoft Dynamics 365 Solution – After Go-Live

The implementation process of a new CRM solution such as Microsoft Dynamics 365 does not end on the go-live date: afterwards, a continuous effort is required to ensure that your users make full use of the system and its functionalities. After all, an implementation project is only truly successful if it helps your organization achieve […]

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5 Tips to Ensure a High User Adoption Rate when implementing your New Microsoft Dynamics 365 Solution – User Training

In our previous article, we offered some tips to improve user adoption rate even prior to the implementation of a new CRM solution. That said, proper training tailored to the specific needs of end users is essential to ensure a high user adoption rate for a new CRM solution such as Microsoft Dynamics 365. The […]

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