CRM Software Logo

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

 
 

 

Why text your clients? Brian Begley of enCloud9 started the webinar by giving some reasons you need to text your customers, as well as giving some tips for effective SMS messages. He then gave a few scenarios in which you might want to text your customers rather than send them an email. There are a […]

continue reading...

 

Most people immediately associate blockchain with Bitcoin. It is true that blockchain was initially mainly used in the context of digital currencies exchange. Today, Blockchain technology has much broader applications. It has specific characteristics that make it ideal for improving the reliability of business workflows that involve sensitive information like invoices, quotes, or contracts. The […]

continue reading...

 

Visualizing Dynamics 365 data on map is one of the core elements for easy implementation of a business process in any organization. By viewing where the prospects come from, and which regions need to be focused on for improving businesses, the sales can be seamlessly improved. To improve the overall performance of Dynamics 365 CRM, […]

continue reading...

 

Set Your Remote Workforce Up for Success with Cloud-Based CRM Tools from Microsoft   Until recently, only a handful of organizations had transitioned the better part of their workforce to working remotely. The idea of setting up virtually every employee to work from home was out of the question.   Now, suddenly, organizations throughout the […]

continue reading...

 

With so many privacy scandals making headlines, the current workforce well understands the importance of security. Choosing a system that provides this protection for employees and customers is essential for Millennials, who make up the majority of modern employees. Microsoft Dynamics is a leader in global security. Microsoft delivers layered security in all applications to […]

continue reading...

 

Working with Microsoft Power BI Key Columns   Matching your keys is an essential piece of data modeling and data analysis. Anyone working in Microsoft Power Business Intelligence runs into issues with keys. This is 100% true:   If your primary and foreign keys don’t match—your data model won’t work.   To make it easier […]

continue reading...

 

  Free Video Training for Sales Management on how to use CRM to manage your sales team. Over our 17-years of experience working with Sales leaders on CRM we find that many do not properly use the CRM system to manage the sales team. Inspect what you expect is very important related to sales management […]

continue reading...

 

Searching for the right CRM partner can be scary, but it IS possible to find a good fit for your company. By digging deep and asking the right questions, you can find a partner that will bring your company the seamless implementation that you’ve been hoping for. We asked 18 industry experts for their insights […]

continue reading...

 

This Company Achieved Record Breaking Sales Thanks to COVID-19, but Couldn’t Keep Up. the Right CRM Solution Could Have Made All the Difference   In recent weeks, COVID-19 has had a dramatic impact on businesses in virtually every industry. Many organizations are currently focused on business continuity: they’re concerned with how they can continue operating […]

continue reading...

 

I had intended to write about the 11 reasons banks should consider Crowe CRM for Banking. Then the pandemic hit and reason number 12 quickly became evident. Crowe CRM for Banking powered by Microsoft Dynamics 365 empowers bank staff with the tools and information they need to efficiently deliver high-quality, personalized service - for all […]

continue reading...
 

 
 
Show Buttons
Hide Buttons