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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

 

Scheduled to go into effect on April 10, 2017, the Department of Labor (DOL) Fiduciary Rule is a hot topic among financial advisors including broker/dealers, asset managers, and wealth managers because it has a dramatic impact on how financial advice is given in the United States. The rule's goal is certainly worthy. It protects investors by requiring financial advisors […]

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Many companies are anxious to know what will be in included in the Dynamics 365 Marketing app. that is scheduled to be released in Spring 2017 for Dynamics 365 Business Edition. Although it is not finalized and details may change, we have seen some exciting preview information. We know that the current Microsoft Dynamics Marketing […]

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Download the Latest Dynamics CRM Online and Dynamics 365 Webcast! Our experts demonstrated how Microsoft Dynamics CRM Online (CRMOL) and Office 365 forms a powerful tool to seamlessly connect information with the people and processes inside your business. This is a non-technical discussion from an executive level view. Q4 of 2016, our Business Development and Customer […]

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The Dynamics 365 Social Pane is a great way for you to see all related Posts, Activities and Notes for this record, and related records. It also allows for an easy way to create, edit and complete activities without navigating to another form. There’s some advantages to using the Social Pane to control activities, as […]

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Why you need a CRM? There are many reasons you need a CRM, but in today’s competitive industry, a good Customer Relationship Management tool is a must.  Here, we will discuss the reasons that we see as most important/ that we've dealt with through personal experience. Hopefully, this article will get you thinking about the value […]

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Microsoft is unifying all its business applications, breaking down the artificial silo’s of ERP and CRM to deliver purpose-built applications in the cloud as Dynamics 365. If you're a Microsoft-based business, you will want to hear and see what the future holds for Microsoft, as they gear up to change the application paradigm — bringing […]

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Hear from Microsoft Dynamics CRM expert, Andrew Winters, as he discusses key differences between Microsoft Dynamics CRM and Salesforce. Andrew has been on both sides of the field - having sold and worked with Microsoft Dynamics CRM and Salesforce - and is therefore in a unique position to review marketing capabilities, sales management, pricing, 3rd […]

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Ignoring all the policy and product details, insurance effectively comprises a process whereby clients outsource their perceived risks and ask organisations to carry the financial burden in the event that the risk occurs. This has been at the core of long-and-short term insurance processes over the past few decades where clients and insurance organisations alike […]

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If you are ready to make your business more productive and to begin on a digital transformation, maybe it's time to look at Dynamics 365. Whatever the size of your business, Dynamics 365 can be beneficial. Dynamics 365 is the only cloud-based solution that provides what you need for CRM and ERP all in one place. Dynamics […]

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It goes without saying that growth and a positive reputation are good things in business. However, when you organization is in this enviable position, you can bet your competitors won’t be far behind. The challenge then turns to staying out front and continuing to grow—without sacrificing the quality of your products and service.  You need […]

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