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

 
 

 

                            enCloud9 and ClickDimensions recently collaborated on a webinar about selecting the right marketing automation solution for Dynamics 365 and here are the takeaways. What is Marketing Automation and Why Is It So Important Today? Marketing automation refers to the software that enables […]

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Dynamics Docs Migration Need to migrate large volume of documents to Dynamics CRM (365) and SharePoint? Dynamics Docs Migration Tool is a desktop application that reads CSV file and imports documents from local or network hard disk to the Notes of records of selected CRM Entity. Using Dynamics SharePoint Organizer (SPO) the uploaded files to […]

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Have you ever wanted a simple easy way to capture data from your customers, partners or employees? If so then you are going to love Microsoft Forms Pro, the newest member of Microsoft's Power Platform.  Microsoft Forms Pro is a simple yet comprehensive survey solution that allows businesses to easily capture and analyze feedback to improve […]

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Even though it has a confusingly similar name, Microsoft Dynamics 365 Business Central is a completely separate product under the “Dynamics 365” brand umbrella. It includes full ERP and limited CRM functionality. Download: But Really…What is Microsoft Dynamics 365? While the full Microsoft Dynamics 365 is targeted at larger, enterprise-level companies (more than 250 employees), […]

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CRM software pricing shouldn’t be a mystery. But it’s hard to find CRM (Customer Relationship Management) pricing on the Internet. CRM resellers usually want to set up a meeting for a consultation before they will give you an idea of the cost of their product. But that’s not reasonable. Why would you want to waste […]

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If your IT team spends all its time troubleshooting your organization’s on-premises ERP/CRM solution, or if you are fed up with scheduling and paying for server upgrades and trying to protect your data from hackers, perhaps it’s time to consider a change. While change can sometimes be intimidating, it’s important to stay up to date, […]

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Partnering with Non-Profits: AKA Sponsors 7th Annual Lunch for LifeWorks AKA Enterprise Solutions is proud to have the opportunity to work with a number of non-profit organizations. These engagements test our skills when it comes to designing IT solutions, but also give us the chance to work side by side with talented, dedicated non-profits to […]

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The fundamental purpose of Dynamics 365 is to manage financial, operational, and sales related business processes. Since those processes vary so much across industries and individual companies, the functionality of Dynamics has been compartmentalized into “Applications.” Think of it like a Lego® set of modules that organizations can put together to fit their business needs. […]

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Sending invoices to your customers should be a simple process within Microsoft Dynamics 365. Just send it and it’s paid. Unfortunately, the billing process can be a bit strenuous at times. It’s important to hold on to those valued customers by providing excellent customer service and making sure invoices and payments are on time.   […]

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One of the most important parts of a migration is getting the current data to the new system as efficiently as possible. To do that, preparation is key — the more you do, the more likely you will be successful in this endeavor. Below are some tips to help prepare for your Dynamics 365 CRM data […]

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