CRM Software Logo

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

 
 

 

In the Microsoft vs Salesforce war, there is a new leader. I have been in the Microsoft Dynamics CRM/365 space for over 14 years. Ever since I can remember Salesforce led most analysts’ reports on CRM/Sales Force Automation. There are a few key reasons why: Salesforce.com was launched in 1999, Microsoft released Dynamics CRM in […]

continue reading...

 

SharePoint and Dynamics CRM are excellent products from Microsoft. Is your organization utilizing the CRM and SharePoint integration at satisfying level of efficiency and productivity? As the developers of Dynamics SPO and Dynamics PDF-Docs, for limited period of time only, we are offering free online meeting to discuss with you, on how to improve CRM […]

continue reading...

 

Simply put, Microsoft Dynamics 365 is a business productivity platform where everything crucial to developing, improving, and retaining your customer relationships is stored.*  That is why Microsoft offers tailored solutions for sales, marketing, and customer service. While the technology is great, it does not guarantee success. Having a solid team of contributors, and streamlined internal […]

continue reading...

 

Digital transformation happens when up-to-date technology is applied to your best business practices. The sum is greater than the parts in that you’ll realize the ROI and potential of your technology while making your business processes more efficient and effective. It’s a win-win for you. Think of all the advancements and changes that have come […]

continue reading...

 

Small business owners have a lot on their plate. Each day they're constantly managing everything from client accounts and lead generation to sales and production. And, if they don't have a financial professional on board, these owners may even handle all of the financial work. To grow their companies, owners really should look to streamline […]

continue reading...

 

By Greg Inks, Cloud Services Practice Lead Everyone knows who Sarah Connor is…at least those of us who remember “The Terminator.” This iconic movie of the late 20th century told the story of a super computer (Skynet) that became self-aware and took over the world. Advanced computing power and sophisticated programming combined to teach a […]

continue reading...

 

Data Validation If you’ve been tasked with integrating data, then you know there are a wide variety of challenges that you must overcome. Every time I’m asked to programmatically import large data sets from a flat file like a CSV or Excel sheet, I think about how Forest Gump would react. If he was a […]

continue reading...

 

Have you noticed, no Delete Record step is available in CRM Workflow? You can Create, Update & Assign, but no delete function. Sometimes, records are created temporarily and then need to be deleted immediately thereafter or within set period of time, after they are created. Download this FREE workflow solution with delete function, found in […]

continue reading...

 

Summer is here. You can expect that with it will come heat waves and broken air conditioners. Is your HVAC field service up to the job when multiple clients all lose service at the same time? Here are 4 tips to help your HVAC company keep up with summer service demand as the days get […]

continue reading...

 

Upload documents from CRM to SharePoint, with ONE click Configure which entity you wish to integrate with SharePoint – In this example it's the Invoice Entity. Any entity can be configured. You control the location to save in SharePoint and which attribute from the record is updated in SharePoint metadata columns. Click SPO button and […]

continue reading...
Page 10 of 359« First...89101112...203040...Last »
 

 
 
Show Buttons
Hide Buttons