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

 
 

 

Have a Problem that Salesforce Can’t Solve? Take a Look at the Microsoft Power Platform  All successful financial services firms have one thing in common: a talented staff that works hard to keep their clientele satisfied. But no matter how talented your salespeople and account managers might be, other obstacles can get in the way. […]

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Did you hit your sales targets in 2019? If you did, congratulations!  If you didn’t, you are probably looking back at what went wrong and searching for opportunities to do better in 2020.  There’s as much to learn from what went right, as from what went wrong. It’s likely that the areas where you met […]

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Changes Are Coming to Dynamics You may have recently received an email from Microsoft stating that change is coming and your Dynamics 365 environments will be automatically transitioned to the Dynamics Unified Interface within the next 30 days. While this may seem alarming, this is only an optional early transition; you still have control over […]

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Your CRM solution has a lot of useful information about your leads and customers. But it could have much more if it was linked with LinkedIn. LinkedIn is a social network for professionals, and if your client has a LinkedIn profile, you can learn a lot of valuable information to round out what you have […]

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Dirty data. It sounds insidious - and it is. Also called rogue data, dirty data refers to inaccurate, incomplete or inconsistent data – and it can be a huge problem for organizations utilizing CRM. Dirty data can emasculate even the mightiest Dynamics CRM implementations by rendering the information virtually useless and undermining all the processes […]

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Setting the stage Prior to Power Automate (formerly Microsoft Flow), many of you probably sent emails using a workflow in Dynamics 365. This option has been around for quite some time. Typically, you have some automated process where emails go out to notify internal personnel or external customers. But, you may have seen the "nag" […]

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Customer Relationship Management (CRM) Systems are vital in today’s fast-paced business economy to utilize as much data possible to effectively manage ever increasingly complex sales processes and to access critical insights into an organizations’ customers buying trends. Modern CRM systems can help provide the necessary tools for a companies’ both prospects and customers to maximize […]

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6 Reasons Why You Should Be Using Microsoft Dynamics 365 Customer Insights  More than ever before, businesses are looking for new ways to gather and utilize customer data. We’re not just talking standard demographics, either. With customers becoming more discerning by the day, businesses need to understand customer behavior -- both online and in retail […]

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Dynamics 365 CRM and SharePoint integration offers a smooth and easy document management system for businesses around the world. This combination of Dynamics 365 CRM and SharePoint helps organizations to conveniently store and share documents with customers or third parties. It is hassle free, user-oriented and suits the need of every organization for managing documents. […]

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The Microsoft stack has just about everything a B2B sales rep requires for success. Keywords there are “just about.” We’re going to talk about three things Dynamics 365 (D365 for Sales, primarily) does really well in helping you discover and drive new business, and one thing it’s currently missing that can make a huge difference. […]

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