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

 
 

 

Customer Relationship Management (CRM) has typically been viewed as a technology and not as a tool for greater opportunity.  As such, much of the focus of business is on the evaluation, acquisition, implementation, cost, and management of a CRM system - instead of how to use CRM as a key tool for the mining of […]

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We’ve been implementing contact management systems (when you could buy a single copy of ACT at Lechmere and before the internet “caught on”) through the evolution of sales force automation (SFA) and ultimately CRM systems for business of all kinds.  Needless to say we’ve witnessed a lot of change in the CRM software marketplace and […]

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By Joel Hatin, Altico Advisors Let me guess…  Your business is focusing on sales in 2010!  Revenues need to be increased so that other strategic company objectives can get funded.  The last thing you think you need to do is implement a Customer Relationship Management (CRM) solution.  That might involve an added expense you weren’t […]

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A majority of the top eight customer management trends for 2010 emphasized customer service as the number one priority. This article, written by William Band, states that there are a rising number of inquiries from clients about how to improve their customer service capabilities.  According to the article, the higher the customer experience, regardless of the industry, the […]

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Today’s business buyers expect the sales person sitting across the desk to be able to access information about their account immediately.  Are your sales reps able to deliver? A few years ago, a sales person could get by on a sales call with paper reports of past orders and last week’s inventory count.  But business […]

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Once a year, Gartner uses their Magic Quadrant to compare the customer service interaction capabilities of a number of CRM solutions and rank them as leaders, challengers, niche players, or visionaries based on the completeness of their vision and their ability to execute that vision. Once again, Microsoft Dynamics CRM has made it into the Leaders quadrant with other top names in the industry.

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Do you sell products, offer services or both? While CRM initiatives can, and often do, combine sales and service, implementing either a sales or service solution alone is also a valid approach. Here are examples of CRM implemented in medium-sized environments: Sales Sales Reps managed by a VP serving a national company with territories grouped […]

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In the rush for revenue, businesses often forget the customer.  The focus is on the invoice or transaction and the time it takes, instead of the relationship and ‘lifetime’ opportunity of a particular customer.  Such behavior can lead to poor business predictability, lowered customer loyalty and satisfaction, and (ultimately) lowered profitability. Businesses of all sizes, […]

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So you just got CRM 4.0 and upon setting up the users you see several options for Email and are a bit confused, no problem. Microsoft offers several email deployment options to suit most any company’s needs. These include an Email Router, Forward Mailboxes, and the trusty Outlook client. I wanted to take a few moments […]

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What this means for users is an enhanced way to integrate between CRM 4.0 and Dynamics GP 10.0 at no cost - the adapter is free.  Customers will need to have an active/current Microsoft Dynamics GP Enhancement/Support plan.  In addition, the customer will also need an active/current Microsoft Dynamics CRM Software Assurance (SA) Support Plan. […]

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