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

 
 

 

Early customer relationship management (CRM) technology was complex, costly and plagued by poor user adoption. Users who did deploy CRM systems reported that projects failed to achieve expected returns on investment (ROI). This post is the first part of a two part series on why CRM implementations have such high failure rates across all industries.  […]

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Are you someone who, in the last several years, gave Microsoft Dynamics CRM a chance, only to find yourself disappointed in what it could (or couldn’t) do?  If so, you are certainly not alone.  Accustomed to the whiz-bang sizzle that often accompanies new Microsoft innovations and expecting the same from Microsoft’s entry into the buzzword-worthy […]

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1. Turns Microsoft Office Outlook into the one place where you can manage both customer data and communications. Microsoft Outlook messaging and collaboration client is already the world's leading tool for customer communications. Microsoft CRM extends the reach of Microsoft Outlook by turning it into a tool to manage customer information. It puts lead information, […]

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Microsoft Dynamics CRM includes robust out-of-the-box capabilities for marketing, such as data cleansing/segmentation tools, campaign management, and marketing analytics.  These features alone can increase the effectiveness of a company’s marketing programs and help marketing staff track key metrics more easily.  In addition to the incredible core marketing functionality of Microsoft Dynamics CRM, there are many […]

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Along with the introduction of CRM 4.0 a few years back, Microsoft began offering a Hosted CRM environment for customers as well as the On Premise CRM.  I wanted to take a few moments to educate people on the differences, including the benefits of each, and where a business might find value from one over […]

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Although CRM stands for Customer Relationship Management, it’s a bit of a misnomer because most CRM systems are multi-faceted and handle everything from Sales Force Automation (SFA) to marketing automation and service management.  All of which goes far beyond customer relationship management. What’s more, since a CRM application like Microsoft Dynamics CRM can integrate with […]

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If knowing that Microsoft Dynamics CRM now boasts over 1 million users is not enough proof to convince you that Microsoft Dynamics CRM is the preferred customer relationship management solution today, then realizing all the resources you have access to before, during and after implementation should help seal the deal! Microsoft Dynamics CRM has come […]

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This blog post is going to tell you HOW to use this Accelerator to increase your effectiveness in your utilization of Microsoft CRM 4.0.

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Keeping in touch with customers through your mobile device when you are away from the office is important today.  It’s a huge benefit to your customers that Microsoft Dynamics CRM 4.0 can be accessed from Internet Explorer on any workstation.  This is very useful when you have employees all over the map or even if […]

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As wealth management firms try to stand out in the marketplace by improving customer satisfaction levels and customer loyalty, they look toward solutions that can deliver a holistic view of the customer and customer service functions while being easy to integrate into existing banking applications. For the wealth management firms Mainstay Partners interviewed, using Microsoft Dynamics CRM has helped them deliver improved service, create a customer-centric approach, build better client relationships, and gain competitive advantage.

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