CRM Software Logo

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

 
 

 

When you choose a new or upgraded CRM (Customer Resource Planning) solution, there are several areas that you investigate carefully. You’ll look at processes, features, and tools; you’ll be concerned with ease of compliance and security capabilities; you’ll want to know about implementation timelines and training; and of course, you’ll be sure to pin down […]

continue reading...

 

In recent weeks, we've spent time picking the brain of banking industry expert Tom Grottke, a highly regarded performance improvement consultant on the Crowe team. It was good to hear his take on the present and future state of the banking industry and the role of CRM software. Tom explained what he sees as the […]

continue reading...

 

Understanding the roles best played by Microsoft Dynamics and marketing automation platform is key to developing technically strong lead nurture campaigns. Let’s set the actual content and design of your campaign aside for a minute and think about the technical makeup of how it will be executed.   But first a quick reminder of why […]

continue reading...

 

Predictive analytics takes CRM data and uses it to make predictions about future events. In terms of sales, predictive analytics looks at information from the entire customer life cycle to predict how customers will behave, such as whether or not they will convert. As technology evolves and the world becomes more engaged digitally, you need […]

continue reading...

 

Data allows organizations to make effective business plans, find resourceful insights, and much more. Hence, maintaining good and accurate data in Dynamics 365 CRM and Power Apps is very crucial. But what if there is a data entry error? What measures to take when an important record is deleted from the CRM environment? Dynamics 365 […]

continue reading...

 

Everyone knows that if you put garbage leads or info into your CRM, you’ll have garbage on the back end, too. What about if you put magic in, though? Shouldn’t you get magic out? Not necessarily.  Here are some ways things can go off the rails during the sales process in D365, and how you […]

continue reading...

 

JourneyTEAM's August 2020 Tech Insider Update is Here   If your organization wants to maximize their investment in Microsoft CRM software solutions, it is imperative to stay up to date with Microsoft’s latest releases and features. Each quarter, JourneyTEAM releases a new Tech Insider Update--a rapid-fire format webinar that reviews the most important new features […]

continue reading...

 

Knowing how and where to utilize incentive funds to fuel your growth strategy can be challenging on its own, yet the tracking and deploying of those funds successfully can take even more time and resources.  Work 365, the customer engagement application built on Dynamics that delivers subscription management and billing automation solutions, can now be purchased through Microsoft co-op incentive funds.  […]

continue reading...

 

In today’s business environment, companies cannot afford to lose any potential opportunities by not having a system to track leads and for proper prospects follow up.  More and more businesses are utilizing Customer Relationship Management, CRM Technology Systems to ensure capturing every sales and customer activity. Modern CRM solutions have become essential, therefore, as a […]

continue reading...

 

It is sometimes frustrating to have data that would be interesting for CRM purposes, but that is not inside Dynamics. It is even more frustrating if the data happens to be in one (or more) Microsoft SQL Server databases and not in Dynamics 365 where you would like it to be. It should be easy […]

continue reading...
 

 
 
Show Buttons
Hide Buttons