User acceptance testing is a key piece of any Dynamics 365 CRM project. Basically, it entails getting your users into your system to try out some common workflows and day-to-day tasks to make sure they actually work before you launch the full project. If done correctly, it can really smooth out the launch of your […]
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Take Advantage of Dashboards in Microsoft Dynamics CRM
You’ve seen them before. Bright, colorful and chalked full of all kinds of data. Yes, I’m talking about Dashboards. If you are not taking advantage of the Dashboards feature within Microsoft Dynamics CRM (now known as Dynamics 365), you are missing out on having access to a wide array of important data within a single […]
continue reading...New Search Functionality On Microsoft CRM – You Are Going to Love It
Microsoft Dynamics CRM has made steady improvement over the years in their search functionality, making it easier for end users to find the data they need. But one area that still was lacking was the ability to search across entities in CRM. As an end user myself, I often look for a business I need to […]
continue reading...3 Things You Need Before You Get a CRM [Video]
CRM is everywhere. It’s a sales management tool. It’s changing customer service. It’s in companies of all sizes. It can really change your business, but if you want to reap the rewards of a CRM you need to do some homework before you dive into the project. Understand Your Existing Processes The first thing you […]
continue reading...Solving the Nightmare of Commission Calculation for Benefit Brokers with Dynamics CRM
Insurance agencies know that commission calculations can be a nightmare. Especially if a broker discovers they were done incorrectly. Employee benefit brokers work with multiple insurance carriers and each of them pays commissions. The agency takes a cut and the producer, or broker, gets a cut. Each of the commission allocations are different based on […]
continue reading...VIDEO: Microsoft Dynamics CRM Spring 2016 Wave Overview
Are you ready for the Dynamics CRM Spring 2016 Wave? This overview video from Microsoft gives a great introduction on what you can expect. Transcription: With the new capabilities we’re introducing in our Spring 2016 Wave to support field and project service, organizations now have the ability to schedule, manage, and deliver on-site service, whether […]
continue reading...Microsoft Dynamics CRM 2016 Release Date Announced
Update: Microsoft Dynamics CRM 2016 officially released on November 30, 2015. Microsoft announced today that Microsoft Dynamics CRM 2016 will be released in the fourth quarter of 2015. In the official press release Microsoft calls this “The most comprehensive upgrade ever for Dynamics CRM” and says it “includes advancements in intelligence, mobility and service, with […]
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