CRM Software Logo

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

 
 

 

Deploying CRM in an organization brings about changes in business processes and modifies employee behavior. CRM can touch every department in an organization from sales, finance, production, to customer service. CRM places the customer at the center of your business. This shift to customer-centric affects the entire organization and can require changes to processes and the […]

continue reading...

 

1. CRM is not a just software Since CRM plays an important role in corporate strategy, its crucial that you define what it is you hope to capture and report on within the system.  Be sure to consider the state of your customer relationship, and consider its effect on all business units and end-users from […]

continue reading...

5 More Reasons to Use Microsoft CRM

 

Here are 5 reasons to use Microsoft Dynamics CRM: 1. Targets your marketing campaigns so you’re always in touch with the right customers. Today, it’s more important than ever that customers know about special offers and new services a business offers. Microsoft Dynamics CRM offers a marketing automation module that simplifies the following tasks: Building […]

continue reading...

 

Successful deployment of Microsoft Dynamics CRM will have a positive impact throughout your business. But like any project, a bit of ground work right at the very beginning will help smooth the Microsoft Dynamics CRM implementation process. Here are 10 tips to help you get it right.

continue reading...

 

At Affiliated, many of our Microsoft Dynamics CRM customers are impressed to learn about some of the excellent and mostly free educational resources available on the web for users and administrators of Microsoft Dynamics CRM.  Whether you are just kicking the tires or you are a current user or administrator, it would be well worth your […]

continue reading...

 

That old management adage rings especially true when it comes to managing sales pipeline.  We see it all the time but it still amazes me how some companies don’t have a unified process for tracking, measuring, and forecasting business opportunity.  First off, I’m talking about companies with sales people governed by at least one level […]

continue reading...

 

Written by Dan Smith, Altico Advisors  You can use the Microsoft Dynamics CRM Business Data Auditing Accelerator from Codeplex to audit changes in CRM data in any entity you choose, such as accounts, contacts, leads, or opportunities.  The CRM accelerators themselves are extremely easy to download and install.  Simply import the customization xml file from […]

continue reading...

 

How connected is your company? Not to other sources, but to each other?  The most productive organizations share information across teams, divisions—the whole company—to proactively manage data and automate business processes.  Join us for this free, one-hour Webinar and see how Microsoft Dynamics™ CRM gives you these powerful workflow capabilities so that you can put your […]

continue reading...

 

What is Executive Sponsorship? Executive Sponsorship is an individual or set of individuals with high level responsibility for the success of a project. They are responsible for making decisions relating to an organization’s direction, strategy, and financial commitments that cannot be determined by functional leads alone. For example, they would approve financial outlays for hardware, […]

continue reading...

 

This seems to be a question many customers ask about their newly implemented Microsoft Dynamics CRM solution.  There is no single magic answer to that question that fits all situations, but I hope to give a few ideas here to increase user adoption. Focus on features that give back to each user rather than just […]

continue reading...
 

 
 
Show Buttons
Hide Buttons