CRM Software Logo

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

 
 

 

There are many out-of-the-box System Views and Dashboards that come with Dynamics 365. Many times, there are Views or Dashboards that go unused and are in a hindrance rather than a help. Other times, you may want to create your own custom System Views or Dashboards to replace the out-of-the-box ones. So, let's explore how […]

continue reading...

 

Microsoft has confirmed it will shortly commence the scheduling process for upgrading instances of Dynamics 365 to Version 9.0. v9 was rolled out in the closing months of 2017 for new instances of Dynamics 365 and Microsoft is now preparing its customer driven update that will invite system admins to run their V9 upgrade from February 2018. During January, administrators should […]

continue reading...

 

New Year’s resolutions are the perfect opportunity for all those who have failed to start making the changes that they said they would make. Regardless of what resolution you commit to, the goal is to improve life in the coming year. Resolutions can come in many forms. Some people make a promise to exercise more, […]

continue reading...

 

  Have you been waiting for the chance to invest in your business, upgrade your tech, and bring your company up-to-date with the latest industry trends? There’s no time like the present!   On Wednesday, December 20, 2017, Congress passed the Tax Cuts and Jobs Act. This tax reform legislation will allow you to dramatically increase […]

continue reading...

 

Email marketing is no longer a one-size-fits-all initiative. Consumers now expect customized communications from the organizations they do business with. And when businesses meet those expectations, they reap the benefits. Research from Experian reveals that emails with personalized subject lines are 26 percent more likely to be opened. And according to Aberdeen Group, personalized emails […]

continue reading...

 

Have you had your recent dose of potassium yet? If you haven't seen the new look and feel of Dynamics 365 version 9.0, code named Potassium, let me give you a few highlights:   New User Interface with laffess white space, uniform spacing, field controls styling, better font standardization, and theming capabilities. Virtual entities that can […]

continue reading...

 

In 2017, Preact hosted a dozen webinars that covered a series of CRM and Microsoft Dynamics 365 themes. We are extremely grateful to everyone who took time to join any of these live sessions. One of our highlights for the year has been to see the continuing rise in attendance and feedback we've received from these sessions. We're looking forward […]

continue reading...

 

What is the biggest obstacle when it comes to system enhancements?   Some say cost, others may say time. What about the commitment? Then there’s the whole fear of change in general. As end users ourselves, we understand these valid concerns. That’s why we’ve addressed all of these challenges when launching our latest product developments […]

continue reading...

 

Over the past couple of years, Dynamics 365 has become a much broader application. As such, Microsoft introduced various apps to help organizations focus on the areas they need to utilize for their business. Examples of these include the Dynamics 365 for Sales app and the Dynamics 365 for Service app.However, many organizations need a […]

continue reading...

 

You have a well-designed CRM Word-Templates for Invoices, Price Quotations or Contracts, and you now wish to Email the generated document from the Word-Template, as PDF file attached to an Email to a client. If you don’t have Dynamics PDF-Docs, this is a process that can take you considerable time, especially if you are generating […]

continue reading...
Page 2 of 36112345...102030...Last »
 

 
 
Show Buttons
Hide Buttons