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

 
 

 

To better serve its roughly 230,000 residents, the City of Birmingham, Alabama established a 311 nonemergency call center in 2005.  The 311 call center routes service requests to more than 20 different city divisions that take care of everything from trash removal and street repair to nonemergency police calls and environmental code inspections.  The call […]

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You want your employees in the CRM system every day – using and adding to the information that you have worked so hard to collect and organize.  But the reality is that employees are hurried for time and sometimes take shortcuts to get their work done quickly.  They may fill in required fields with every […]

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Last week, Microsoft released CRM 4.0 Rollup 11 for On-Premise and Service Provider editions. Information about Rollup 11 Update Rollup 11 is cumulative. However, the Update Rollup 11 CRM Client and Data Migration Client packages require Update Rollup 7 to be installed. For all other CRM components you do not need to install any previous […]

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According to an article on MSDynamicsWorld.com, “A new era of CRM has emerged” One where businesses define the relationships that are most important to them and mold the application to their specific needs. Gone are the days of being force fed the cookie cutter sales, marketing and service aspects often found in "Front Office" CRM.  Now […]

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“I am interested in purchasing a new CRM system for my sales staff. Do we need off-line capability?” To answer this question you might ask yourself:  How often should my sales people be in front of customers?  How much of their activities should they document? If your answers are:  “as often as possible” and “everything […]

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Following best practices has proven to separate the winners from the losers. In William Band’s survey of technology business and IT leaders at 133 organizations, they reported over 200 individual problems with their customer management projects. Thirty-three percent of the problems related to technology, 27 percent to business processes, 22 percent to people, and 18 […]

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In my last blog, I discussed the concept of XRM (Xtended Relationship Management), which is building unique business applications by leveraging the extensibility of Microsoft Dynamics CRM.  In that blog, I gave an example of an XRM deployment that we did for a client where we did not use any of the standard sales, marketing, […]

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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 […]

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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 […]

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