The issues build into the out-of-box (OOB) CRM integration with SharePoint, are described in the post “Dynamics CRM integration with SharePoint- Can we do better" In this post I will describe how Dynamics SharePoint Organizer (SPO) offers better integration between SharePoint and CRM. Dynamics SPO trial version, can be downloaded here. Dynamics SPO has two […]
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MS Dynamics 365 for Sales vs Salesforce | Learn more about Dynamics 365 for Sales features No doubt, CRM plays a significant role in today's business world – it provides useful insights, improves customer service and automates everyday tasks. But what about one of the fastest developing industries in the world – the IT industry? How can […]
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Our client, let’s call it ACME Inc., wanted to upgrade Microsoft Dynamics CRM 2011 to Microsoft Dynamics 365 and SharePoint 2010 to SharePoint 2016. What is the first step? Crowe’s implementation methodology always starts with an analysis phase, especially when it comes to CRM version upgrades. With CRM version upgrades our analysis phase comes in the […]
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If your employees' productivity has dropped off, you need to fix the situation immediately because these problems typically don't resolve themselves. A CRM solution like Microsoft Dynamics 365 for Sales can help this issue. Microsoft Dynamics 365 for Sales, Marketing and Customer Service is a robust CRM (customer relationship management) tool that can solve a […]
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Are you attempting to decide what business intelligence, dashboarding, and reporting tool fits your business? Are you concerned that FRx or Management Reporter might not be meeting your needs or will not in the near future? Do you need to integrate data from several, disparate systems to accurately complete your reporting? Here’s how the combination […]
continue reading...MS Dynamics 365 for Sales vs Salesforce | Learn more about Dynamics 365 for Sales features With Microsoft Dynamics 365 for Sales and the implementation of marketing automation, managing and nurturing leads has never been easier. With automation software, potential leads can be tracked and nurtured accordingly based on their level of interaction they have with your […]
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With the release of Dynamics 365, comes a very useful app that is free to download into CRM for Dynamics 365 only. This feature is called Organization Insights. It provides an abundance of useful information for system administrators. This information is normally found by searching through CRM or requesting it from Microsoft directly. Organization […]
continue reading...Morgan Stanley recently announced it is putting a machine learning-based system in an effort to make its financial advisors (the human ones) more effective. And this means what? That Morgan Stanley is ahead of the pack in understanding that robo-advisors are diluting the entire market, and simply having a “relationship” is not enough to retain […]
continue reading...What information do people ask you for over and over again? Setting up an online portal gives your audience (either employees, partners or customers) access to information they need, such as support cases, knowledge base articles, community forums, product guides and more. The core functionality of any CRM portal is to expose CRM data to […]
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Bringing more customers in is always a priority for companies, yet sometimes they fail to see the possibilities for profit right in front of them—their current customers! Reiterating relationships with already loyal customers keeps them dedicated to your business. Showing your current clients how much they mean reminds them why they choose to do business with […]
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