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

 
 

 

Customer Relationship Management software is one of the most popular software categories in the world, and its ubiquity is expected to only rise in the coming years. CRM software suites are feature-rich, fully operational tools that are often at the bleeding edge of technology. They are robust data accumulation tools that facilitate companies in gathering, storing, managing, and consolidating interactions.  One market differentiator that can make a CRM rise above the […]

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In response to the COVID-19 crisis and an increase in customer requests, Microsoft has decided to revise support for SharePoint Server 2010 products and technologies.   Microsoft’s top priority is the health and safety of their employees, customers, partners, and communities. They know that some of us are in the process of upgrading to a […]

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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 […]

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Save Thousands of Dollars by Bringing on a Project Manager   Some may say paying to have a Project Manager is too costly, but I will be discussing 5 benefits of having a Project Manager to help manage your further project and how the benefits outweigh the cost.   5 Advantages of a Project Manager […]

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When speaking with a potential CRM partner, you may feel you know exactly what to ask. After all, you know what you want to achieve through the implementation, and you know the budget your company can work with. All too often though, companies end up with a CRM partner that doesn’t deliver on their expectations, […]

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Growth of an organization depends upon the collective effort put together by all the departments; be it Sales, Marketing, Finance or Accounts. This effort includes pursuing each and every business process diligently and maintaining decorum while doing it. In order to pursue these processes, one needs to know about it and understand it. Once it […]

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The world is adjusting to a new reality that was unimaginable three months ago. COVID-19 has altered every aspect of our lives, introducing abrupt changes to the way businesses and communities operate. Everyone is adapting to virtual work and plans have certainly changed for in-person conferences, trainings, and seminars across all industries. The COVID-19 crisis offers an important […]

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It is now even more convenient to manage your sales pipeline. Dynamics 365 recently released some cool new features that allow you to update and manage your sales opportunities in — Kanban swim lanes.   Check out these few short steps required to for your Opportunity entity, this fantastic new feature will be at the […]

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What will be your outcome to the current economic downturn? The Harvard Business Review studied the last 3 recessions finding very important information that every business leader should review. A few of the study’s findings: -Firms that cut costs faster and deeper than rivals don’t necessarily flourish. They have the lowest probability—21%—of pulling ahead of […]

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Why text your clients? Brian Begley of enCloud9 started the webinar by giving some reasons you need to text your customers, as well as giving some tips for effective SMS messages. He then gave a few scenarios in which you might want to text your customers rather than send them an email. There are a […]

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