CRM Software Logo

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

 
 

 

There are a lot of new and exciting features coming your way in Dynamics 365 v9, also called Potassium! Whether you're an end user, a customizer, an administrator, or a developer, there is something new and improved that you will love! Improved User Interface The look and feel of the interface has been completely redesigned. […]

continue reading...

 

The Dynamics 365 Spring 2018 Update was officially announced last week and continues Microsoft’s dedication to innovation. Intelligence and Digital Transformation were main themes. Microsoft has been and continues to be a leader in the Digital Transformation Revolution. One recurring theme of the update is strengthening the Digital Feedback Loop At the center of the […]

continue reading...

 

The implementation process of a new CRM solution such as Microsoft Dynamics 365 does not end on the go-live date: afterwards, a continuous effort is required to ensure that your users make full use of the system and its functionalities. After all, an implementation project is only truly successful if it helps your organization achieve […]

continue reading...

 

Commission calculation for benefits brokers can be complex. You work with multiple insurance carriers and each of them pays a commission. The payment is then split between the agency and the producer. But then it starts to get interesting and oftentimes unmanageable. The amount paid and the split percentage can be based on many variables […]

continue reading...

 

What is GDPR? GDPR – the General Data Protection Regulation is a regulatory framework adopted by the EU to strengthen data protection and give control back to EU residents over their personal data. Adopted in April 2016, the regulations become enforceable on May 25, 2018. How Does GDPR effect my organization? If you are not […]

continue reading...

 

For years, Microsoft Dynamics customers have leveraged Powertrak CPQ software to ensure accuracy and efficiency in their sales quoting, ordering, and configuration processes. Five years ago, our product configurator customers had the option to transform their still images into interactive 2D drawings and 3D models. Today, they can take their configurable products and room layout designs […]

continue reading...

 

Each member of your association wants to feel that they are important and valued. As the organization grows, it becomes more difficult to maintain that personal connection with each member. The good news is that with modern membership and business management systems that connect and share data, you can maintain a personal level of interaction. […]

continue reading...

 

Who wants to be a Super User in CRM? One surefire way to increase user adoption in your Dynamics 365 system is to build a team of CRM super users. Play with the terminology here to find what works in your organization. These can be super CRMers, Super Users, Early Adopters, CRM Advocates or any […]

continue reading...

 

Understanding your customer and where they are at in the customer buying journey allows you to make the best possible decisions on how to proceed with an opportunity or lead.  It also ensures that your marketing strategy addresses each stage which in turn leads to a higher conversion rate and long-term customer loyalty. Many sales deals […]

continue reading...

 

Dynamics 365 (online) version 9.0 is here and there are some important developer changes you should know about! In addition to deprecated client-side code, the Dynamics 365 SDK will be retired and replaced with what Microsoft is calling the "Developer Guide".  Developers use the current SDK to search for coding compatibility, access tools such as the […]

continue reading...
Page 2 of 36612345...102030...Last »
 

 
 
Show Buttons
Hide Buttons