CRM Software Logo

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

 
 

 

Sales is a tricky business. Sometimes, you have a hot prospect who closes in a day, and other times, well, that person who downloaded your brochure, or who seemed good to go at a trade show, or attended a webcast, or put out an RFP you replied to… they just went nowhere. Some of the […]

continue reading...

 

It’s finally time to get serious about integrating your Dynamics 365 Customer Engagement and marketing automation platforms. Way to go! Aligning sales and marketing is a critical component of maintaining success and achieving sustainable, long-term growth. And a key part of this alignment is making sure your marketing and sales systems align as well.   […]

continue reading...

 

The Dynamics 365 App for Outlook was released in 2016 as a new way to sync data between Dynamics 365 (CRM) and Outlook. The application has evolved over time and has made some improvements. However, there are still issues that you may run into while using the application. We will address of few of the […]

continue reading...

 

Add “Pay Now” button and QR code to invoice and statement documents Get paid faster by adding “Pay Now” button and QR Code to invoices and statements, emailed as PDF attachments to clients to pay on line on Dynamics CRM Portal. Create a link between invoice / statement and CRM portal, to allow clients to […]

continue reading...

 

Released. An updated free Wizard solution to configure CRM Portal Shopping Cart with users’ selectable views to filter products by groups like price, type, or any other attribute / field in the CRM OOB entity or customized products entity. FREE Shopping Cart Configuration Wizard OR Purchase CRM Portal Credit Card Payment Gateway Download: http://www.dynamicsobjects.com/Our-Solutions/Shopping-Cart-for-CRM-Portal

continue reading...

 

Building Better Schools with the Help of Microsoft Azure   The Commit Partnership, a coalition of over 200 individual partners in the greater Dallas area, helps the Dallas community to improve student success at the post-secondary level, enhance early childhood education, and train and retain the best educators possible.   As a data-driven organization, The […]

continue reading...

 

Case management includes the process of identifying, recording, analyzing, monitoring and resolving an information-centric work item.  It includes the collection of appropriate data, the adherence to internal processes, and the related communications required to resolve a case. “Cases” are used across many industries and may be called many things:  Questions, Issues, Incidents, Requests, and Work […]

continue reading...

 

Microsoft Dynamics 365 is a powerful tool that will benefit nearly any business. However, there are certain qualities to the software that make it uniquely designed to benefit Credit Unions. Here are 5 benefits of using a CRM for Credit Unions. 1. Gaining a 360 Degree View in Dashboards The Financial service is a fast-paced […]

continue reading...

 

Is your non-profit scared of overhead?  Does your board spend lots of time wringing its collective hands over whether you spent 14% or 17% on fundraising this year?  Do you have trouble justifying nonprofit technology cost to board members?  Are fundraisers worried about facing ire from donors about that 3% extra your organization spent on […]

continue reading...

 

If yours is a professional services firm, it’s understood that a profitable bottom line is one of your chief business goals. But before you get to that point, an immediate goal is finding and maintaining clients. Your sales team must constantly give attention to your sales pipeline and to completing projects efficiently, professionally, and on […]

continue reading...
 

 
 
Show Buttons
Hide Buttons