CRM Software Logo

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

 
 

 

Have you been frustrated by the inability to extend your CRM out to a portal for your customers due to high cost and limited functionality in your current product?   The ability to do so is becoming more and more important to companies who wish to provide a self-service site to their customers.  Companies who work […]

continue reading...

 

Having better insight into your business relationships is a key objective in implementing any CRM system.  Being able to quickly review the account and see who else at your company has been working with them is imperative.  It’s also one of the most challenging things to accomplish.  After all, you are relying on the users of the […]

continue reading...

 

If you are in the market for CRM software, you have probably heard a lot of industry buzz around XRM.  You may be wondering “What exactly is XRM and how is it relevant to the needs of my organization?”  In this blog, I will provide a simple explanation of XRM and an example of how […]

continue reading...

 

Small business owners keep asking the same question: “Do I really need a customer relationship management system?” Organizations with small budgets often see CRM as a luxury item. A key to business success is relationship management. It seems almost too obvious, doesn’t it? Relationship management finds customers, understands customer behavior, communicates and stays in touch […]

continue reading...

 

Crestwood has been implementing Microsoft CRM since its first release almost 7 years ago.  We are committed to learning about your industry and studying your specific business practices before clicking into the customization screens.  A lot of times we find during our discovery sessions that just talking about the best practices we have uncovered opens […]

continue reading...

 

By Marcia Doron, Altico Advisors CRM 101:  How to select the right platform for your organization Many organizations have spent millions of dollars selecting and implementing CRM solutions over the past several years. Many of these solutions have become obsolete, acquired by larger software publishers who are not supporting older version, and are unable to […]

continue reading...

 

We know that your professional services business is probably a pretty busy place these days.  Your clients are asking for project proposals again and billable hours are on the rise.  The challenge our clients face is meeting the demand for quality proposals within the often accelerated deadlines.  One way they are handling this challenge is […]

continue reading...

Using the Import Tool in Microsoft Dynamics CRM to Update Existing Records

 

By Mike Smith, The Resource Group Keeping a customer database up-to-date can be a time-consuming, tedious task.  While customer records can be individually opened and modified within Dynamics CRM, this is a very manual process which can consume many hours and is error prone due to individual record updates. One of the features in Microsoft […]

continue reading...

 

  The advantages of CRM are so many that they cannot be listed in just one article.  I'll try my best though to highlight the key essentials. A properly planned and designed CRM system can give an organization a clear cut advantage over an organization that doesn't use it. But why take my word? Take […]

continue reading...

 

By Marcia Doron, Altico Advisors I read this on the Microsoft News Center and thought I’d share it with our blog readers.  Convergence 2010 was a great forum for emphasizing Microsoft’s road map for the Dynamics business.  The keynote address focused on how Microsoft is delivering on its Dynamics business vision by providing customer-driven advancements across […]

continue reading...
 

 
 
Show Buttons
Hide Buttons