CRM Software Logo

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

 
 

 

If you’re in the market or budgeting for Microsoft Dynamics CRM software, you need the numbers to work with. You want to know how much it will cost, and you want to know now, and you don’t want to wait for a salesperson to get back to you. To budget the total price of a […]

continue reading...

 

The OFFICIAL hashtag for the User Group Summit Phoenix events October 15-18, 2018 is: #UserGroupSummit This is the main hashtag that will be tracked, monitored and reposted by the Dynamic Communities team. Other hashtags that you can add: #AXUGSummit #NAVUGSummit and #BCUGSummit #CRMUGSummit #D365UGSummit #GPUGSummit #PowerUGSummit #Summit18 (Note: this is NOT a good hashtag to […]

continue reading...

 

Name something your CRM system does well: stores contacts (yes); details customer relationships and interactions (Yes!); reports on leads, opportunities, and sales (YES!!); creates, sends, and tracks sales proposals (ummm... sorta). We don't know exactly why configure price quote solutions (a.k.a., CPQ, quote-to-cash, or sales proposal automation solutions) aren't standard in most CRMs (including our […]

continue reading...

 

The Unified Interface is great for user adoption. It presents your users with the same interface regardless of how they are accessing the system, whether it be a computer, a tablet, or a phone. This means no more having to remember how to navigate two different applications. If you're not familiar with Access Teams, check […]

continue reading...

 

In this post I wish to demonstrate two workflows to automate the upload of documents from Notes to SharePoint, with metadata from the regarding entity to the note, and a workflow to update metadata columns in SharePoint, when the value of an attribute (field) is changed. The workflows are part of Dynamics SharePoint Organizer (SPO) […]

continue reading...

 

“Organizations with integrated ERP and CRM are 2.5 times as likely to have the ability to share and integrate data with the extended enterprise,” according to Aberdeen research (August 2016). Is your company using an integrated ERP and CRM system? Do you work with just one software package and one software partner? Not all technology […]

continue reading...

 

Our CRM Software Blog members are an active group. You can meet many of them personally in the Expo Hall at the CRMUG and D365UG events at User Group Summit Phoenix – October 15-18, 2018. Take a look at the company names below, click on the link to learn more, then tweet them to make […]

continue reading...

 

Dynamics SharePoint Organizer (SPO) is the product you need to manage how documents are uploaded from CRM to SharePoint, the file structure and folders names where documents are saved, and the metadata to be uploaded with the documents, from attributes of CRM records. This metadata is saved in SharePoint columns, to improve SharePoint search results, […]

continue reading...

 

Technology is embedded in everything we do. There are numerous CRM solutions out there that could supercharge your business and help you achieve an end to end efficiency. But how can you find the right one for your company or make sure the solution you're currently using is still up to date? Here at FMT […]

continue reading...

 

Hurray, the Dynamics 365 October 2018 Release Overview has arrived! CRM nerds rejoice! The Business Applications October 2018 release bring some pretty significant updates with it that can allow for your business to further maximize efficiencies and enhance business processes leveraging the Dynamics 365 technologies. Let's dig in and take a high-level look at some of […]

continue reading...
 

 
 
Show Buttons
Hide Buttons