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

 
 

 

MS Dynamics 365 for Sales vs Salesforce  Sign up for a free Dynamics 365 for Sales course! Learn more about Dynamics 365 for Sales features In December 2016, the world got to know that Microsoft acquired LinkedIn. Now we can see the first results of this deal – Microsoft has announced that Dynamics 365 for Sales […]

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Our campaign for “CRM is from Mars, SharePoint is from Venus”, promoting better integration between Microsoft Dynamics CRM and SharePoint, is just gaining momentum, with due to be released new amazing add-ons to CRM, to do just that. It makes sense managing documents in SharePoint using metadata retrieved from the related records in CRM.  Isn’t […]

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In the last post I examined the main reasons for CRM project failure. In this and future posts in this series, I will dissect each of the reasons and offer guidance on how to avoid these pitfalls and/or how to recover from them. The topic for this post will be – Lack of Proper Requirements Analysis Before Implementing. […]

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The Digital Economy Demands Customer Self-Service Portals Are you hiring more sales associates to meet volume demand, sorting through scattered records of frequently asked questions and service requests, and pulling at strings trying to facilitate customer engagement? Well stop. Today's customers expect service at their fingertips. In fact, 90% of customers in the US expect […]

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As Microsoft tends to do whenever June rolls around, they start making numerous changes to product names, prices and offerings. All coinciding with Microsoft's fiscal year end and the expected release of the July Edition of Dynamics 365, Microsoft is changing the Plan Name for the following Dynamics 365 editions. Effective July 1st the following […]

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Emails have feelings and so do cases, web form submissions, survey responses, and any other text based field in your Dynamics 365 (CRM) system!   You receive communications from your customers on a daily basis from a variety of sources, such as email, web submission forms, support cases, etc. Imagine if you could have instant […]

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What is a Dynamics 365 CRM administrator? Before you can think about whether your business needs a CRM administrator, the role of a CRM administrator needs to be defined. Basically, a CRM administrator is responsible for bridging the gap between a company's  CRM system and its users, making sure everyone knows how to use the CRM system AND Making sure that […]

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SharePoint and Dynamics CRM are excellent products from Microsoft. What happens when you integrate the two platforms? It reminds me the book “Men are from Mars, Women are from Venus”, written by American author John Gray, and states that most relationship problems between men and women are a result of fundamental differences between the sexes, […]

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“It is not the employer who pays the wages. Employers only handle the money. It is the customer who pays the wages.” – Henry Ford Creating Your Customer-Centric Culture A recent conference on customer service and engagement shared principles that everyone can use to develop pro-customer organizations. The story is not necessarily one of revolution, […]

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As customers’ mentality has changed and customer journey is no longer single-channel, businesses have to be more attentive than ever to stay ahead of the game. Luckily though, CRMs also keep evolving to support advanced customer data analytics and make customer insights more obvious for companies. Why customer data analytics is that important First, it […]

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