CRM Software Logo

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

 
 

CRM Online

Best Practices to Get Paid Faster – Building a Successful Recurring/Subscription Business​

As Simon Sinek says – “Start with Why”? Volumes play an important role in a subscription business. This revenue is billed more frequently, in fact monthly- for 1 customer you are generating 12 invoices a year! The invoices are typically smaller in size than one-off sales. If you are reselling products (which is true for […]

continue reading...

Browser Updates to TLS and how it will Impact Microsoft Dynamics CRM

Browser Updates to TLS and how it will Impact Microsoft Dynamics CRM Microsoft, Google, Apple, Mozilla and other major technology vendors are deprecating support of TLS versions 1.0 and 1.1 in 2020.  Popular web browsers will continue to function but start showing alerts when TLS 1.0 or 1.1 web communication is encountered, and server-to-server communications will also change. Transport Layer Security (TLS) is a security […]

continue reading...

Comment Dynamics 365 Sales peut optimiser les ventes des firmes de services professionnels

Bien qu’une solution de gestion de la relation client soit un outil important pour toute industrie, il peut être plus facile pour les compagnies qui vendent des produits d’en justifier l’utilisation que pour les firmes de services professionnels. Puisque ces dernières vendent leur temps et leur expertise, elles n’ont pas nécessairement besoin de faire le […]

continue reading...

How Dynamics 365 Sales Can Optimize the Sales of Professional Services Firms

While a customer relationship management solution is an important tool for any industry, it may be easier for companies that sell products to make a case for the use of a CRM than it is for professional services firms. As the latter sell time and expertise, they may not need to track which products clients […]

continue reading...

Comment Microsoft Dynamics 365 Customer Engagement peut soutenir le travail à distance

Alors que des mesures de distanciation sociale sont en place à travers le monde, de nombreuses organisations doivent s’efforcer de continuer leurs opérations alors que leurs employés travaillent de la maison. Heureusement, Microsoft offre de nombreux outils qui permettent de connecter vos employés qu’importe où ils se trouvent. Des solutions cloud, par exemple la plateforme […]

continue reading...

How Microsoft Dynamics 365 Customer Engagement can Support Remote Work

With social-distancing measures enforced across the world, many organizations are scrambling to keep their operations running while their employees are now working remotely. Luckily, Microsoft offers multiple tools that can keep your employees connected no matter where they’re located. A cloud-based customer relationship management platform such as Microsoft Dynamics 365 Customer Engagement and the Microsoft […]

continue reading...

How to Upload Business Cards into Dynamics 365 for Sales

How to Upload a Business Card in Dynamics 365 for Sales   The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead […]

continue reading...

How to Setup a Dynamics 365 integration with SharePoint

If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits. […]

continue reading...

Setting up a Simple Case Management System on Dynamics

The article assumes that you are a Dynamics consultant and does not try to technically guide you, but guides you so that you can quickly implement without missing key components There are 3 main areas to focus on when setting up Case Management on Dynamics. Case Settings Case creation Parent- Child Cases Queues and Routing Contract/ Service terms Knowledge Management Case […]

continue reading...

What can I do to Reduce my Dynamics 365 Storage Costs?

Sooner or later, all organizations reach the free storage limit of Dynamics 365. In this post, we will examine possible ways of dealing with the issue of running out of storage in Dynamics 365 in the cloud. We will take into account the cost and how easily we can implement it.   A common issue […]

continue reading...
 

 
 
Show Buttons
Hide Buttons