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

 
 

 

When evaluating the technical implications of CRM deployment, remember that CRM is foremost a technology that can help propel your business, instead of a tool that dictates your business processes. Discuss with your IT manager the business value of CRM, and get vital input on the technical corollaries of CRM implementation. The IT manager is […]

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To ensure that sales representatives meet their objectives, your sales manager continually needs information from them about leads and active prospects. Here's how you can work with your sales manager to find out how CRM can best support sales goals.   Your sales manager's CRM priority: pursuing revenue The sales manager is focused on moving […]

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This article caught my eye because it touches on three industries where CRM is key to customer satisfaction.  Also, because Crestwood Associates has several customer in each of these industries. Wealth management and private banking division of financial service companies. Computers, peripherals and equipment distribution in the wholsale B2B domain. Patient relationship management in the […]

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As you’ve been searching for the right CRM software solution for your organization, I’m sure that you have run across products, like Microsoft Dynamics CRM, that boast about how easy they are to customize.  This sounds like a great thing; you can address your unique business needs and hopefully your user adoption rate will be […]

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By Justin Languirand, Altico Advisors Dynamics CRM 2011, the next version of Microsoft's customer relationship management software (the current release is Microsoft Dynamics CRM 4.0), will be released to beta in September and officially released by the end of this year, Microsoft recently announced. There’s not a whole lot of information generally available so far, […]

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In previous blogs, I discussed the concept of XRM (Xtended Relationship Management) which is building unique business applications by leveraging the extensibility of Microsoft Dynamics CRM.  I gave examples of companies that have used deployed XRM and how it helped them move their businesses forward.  In this installment, I will give an example of a […]

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In previous blogs, I discussed the concept of XRM (Xtended Relationship Management) which is building unique business applications by leveraging the extensibility of Microsoft Dynamics CRM.  I gave examples of companies that have used deployed XRM and how it helped them move their businesses forward.  In this installment, I will give an example of another […]

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I have just returned from the annual Microsoft Worldwide Partner Conference, and I am really excited about some of what I heard from the software giant.  The theme this year was “the cloud."  Software in the cloud, infrastructure in the cloud, mail in the cloud, private clouds, public clouds, partner clouds.  So what does this […]

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Email marketing  is one of the most dependable ways to reach prospective customers and nurture existing relationships. But as email vendors improve their tactics and technology continues to progress, it can be easy to lose sight of the customer’s needs. Follow these basic rules to keep your customers reading. Keep Communication Timely and Consistent When […]

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At the July Microsoft Worldwide Partner Conference, Microsoft demonstrated the new capabilities coming in its next version of its customer relationship management (CRM) solution, Microsoft Dynamics CRM 2011. The new version will have the familiar interface and connected experiences users of the Microsoft Office suite are used to. This release will also integrate with Microsoft […]

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