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

 
 

 

  With CRM 5.0 around the corner I wanted to talk briefly about some of the upcoming features that we know about so far.  These are definitely things to get excited about, both for the end user experience, as well as for administrators. Lets jump right in: Enhanced Navigation for End Users Ribbon UI and new […]

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Time is money! This old axiom is well known in the business world and has always remained a core truth. Every time one of your customer service representatives picks up the phone and says, “How may I help you”, money is spent. It may be the 10 minutes on the phone collecting and documenting the issue(s) or answering simple questions or even documenting the answers for future use. The net result is that every time the phone rings your company spends money.

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It is not unusual for Microsoft CRM Marketing & Sales users to become disappointed with the external lists that they receive to conduct Marketing and Sales campaigns. Poor and/or incomplete data oftentimes leads to poor user adoption.  Missing contact names, missing and/or inaccurate e-Mail addresses, revenues, etc. all add up to additional time, effort, and […]

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In the first installment we discussed why it is so important for your CRM system to not only be integrated with Outlook but to be WELL integrated with Outlook.  We also learned that I use both the Dynamics CRM for Outlook client and the Salesforce.com client on a daily basis which puts me in a […]

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In the first installment we discussed why it is so important for your CRM system to not only be integrated with Outlook but to be WELL integrated with Outlook.  We also learned that I use both the Dynamics CRM for Outlook client and the Salesforce.com client on a daily basis which puts me in a […]

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Nowadays, it is all about saving time and money.  As a marketer, the less time I spend on manual data entry the more time I have to focus on strategic marketing initiatives.  Microsoft’s Portal Integration Accelerator was designed to connect business information and customer interactions from Dynamics CRM to an organization’s web experience.   The default […]

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The sales team is incorrigible!   What’s the use of implementing CRM for sales force automation if the sales team will never use it?  Sound familiar?  Sales people are different - there’s no doubt about that - but they are compelled by the same basic human motivations that drive us all.  In our work lives, each […]

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CRM has always been the domain of big business.  Until now… Managing customer relationships is key to current and future success.  Unfortunately, as a business grows or as more salespeople are hired, customer relationships can suffer.  After all, while you have more customers, you don’t have the detailed knowledge or understanding of each one like you […]

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Every time I ask one of our Microsoft Dynamics CRM consultants what they like best about Dynamics CRM, I get a different reply.  This is a good thing because it means that there’s a lot to love about Dynamics CRM.  Of course, as consultants, their answers tend to be a bit on the technical side, […]

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How to choose between Microsoft Dynamics CRM as a hosted or on-premise solution is a question commonly asked by small businesses. Whether you choose to deploy Microsoft Dynamics CRM on-premise or go with a hosted option depends on your business requirements: your aims, objectives, resources, and what you need from your CRM solution.

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