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

 
 

 

If your organization is using Dynamics 365 for Customer Service, there's some great news that just hit the press today. Customer Service Insights is now generally available! This provides AI driven insights to help your organization make better decisions and proactively improve customer satisfaction with confidence.   The public preview was released in October 2018. […]

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CRM software pricing shouldn’t be a mystery. But it’s hard to find CRM (Customer Relationship Management) pricing on the Internet. CRM resellers usually want to set up a meeting for a consultation before they will give you an idea of the cost of their product. But that’s not reasonable. Why would you want to waste […]

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If your IT team spends all its time troubleshooting your organization’s on-premises ERP/CRM solution, or if you are fed up with scheduling and paying for server upgrades and trying to protect your data from hackers, perhaps it’s time to consider a change. While change can sometimes be intimidating, it’s important to stay up to date, […]

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Partnering with Non-Profits: AKA Sponsors 7th Annual Lunch for LifeWorks AKA Enterprise Solutions is proud to have the opportunity to work with a number of non-profit organizations. These engagements test our skills when it comes to designing IT solutions, but also give us the chance to work side by side with talented, dedicated non-profits to […]

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The fundamental purpose of Dynamics 365 is to manage financial, operational, and sales related business processes. Since those processes vary so much across industries and individual companies, the functionality of Dynamics has been compartmentalized into “Applications.” Think of it like a Lego® set of modules that organizations can put together to fit their business needs. […]

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Sending invoices to your customers should be a simple process within Microsoft Dynamics 365. Just send it and it’s paid. Unfortunately, the billing process can be a bit strenuous at times. It’s important to hold on to those valued customers by providing excellent customer service and making sure invoices and payments are on time.   […]

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One of the most important parts of a migration is getting the current data to the new system as efficiently as possible. To do that, preparation is key — the more you do, the more likely you will be successful in this endeavor. Below are some tips to help prepare for your Dynamics 365 CRM data […]

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Creating a sales opportunity or quote in Microsoft Dynamics 365 that covers multiple product lines can prove time-consuming. That's because interface controls force sales users to select individual products. If an opportunity consists of six different products, a sales user will repeat six different searches to select these items. For sales professionals who create multi-line quotes this is […]

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Quizzes Can Be Helpful in the Business World Too! Many people consider quizzes to be unproductive and not beneficial, but nothing could be further than the truth! There are actually many benefits to businesses doing quizzes. Not only are quizzes are fun and interactive, but they engage your customers in ways they’ve never been engaged […]

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It probably won’t surprise you to learn that customer relationship management (CRM) software and marketing automation software are VERY different from one another. Yet, it seems that many people still get the two confused. It’s understandable, because on the surface each one can appear to be somewhat similar. A closer look will show us that […]

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