CRM Software Logo

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

 
 

 

The release of Dynamics 365 Version 9.0 at the beginning of October brought new options within the System Settings. So, let’s look at the some of these new options. Text Wrapping for Field Labels Although this is a small option setting, it can make a difference in the form layouts. You may have noticed in […]

continue reading...

 

A few hundred custom fields, another hundred or-so workflows, and twenty tabs; all for one form? Sounds like you’re building an XRM. The term “XRM” refers to an extension of a CRM that encompasses business processes beyond the typical sales, service and marketing oriented systems. An XRM leverages a CRM’s framework and capabilities to manage […]

continue reading...

 

Overview It can be argued that Microsoft has done a great job with their landing page for https://office.com. From one page you can choose and pin any of the online Microsoft applications you want to run. This functionality is great when needing to access Mail and jot down notes in OneNote. However, one click might […]

continue reading...

 

Create customer experiences that boost engagement and value to your business The concept of "digital transformation" has different meaning to different companies. As digital transformation will look different for every company, I use the image of old payphone booth, converted into WiFi hotspot, to best describe one aspect of Digital Transformation for a telco. Digital […]

continue reading...

 

The Problem Our team recently came across an issue where customers reported to us that the CRM Client for Outlook appears to be properly configured and connected, but the CRM records do not display as expected.   The Symptoms The problem manifests as “waiting for a page to be retrieved” and the expected records from […]

continue reading...

 

They are familiar requests but Microsoft Dynamics 365 has struggled to quickly answer these type of questions in an advanced find: How many leads don't have scheduled activities? Which accounts don't have any contacts associated? What active cases don't have activities? How many of my accounts don't have an opportunity? Let's focus on the first one. Marketing […]

continue reading...

 

It’s no secret that consumers and marketers today love email. But with an open rate of 98 percent, according to Mobile Marketing Watch, SMS messages can give email some serious competition. SMS, or Short Message Service, utilizes the text messaging functionality of a mobile device and can reach anyone with a phone that has texting capabilities. SMS […]

continue reading...

 

Dynamics SP2CRM Connector Accessing relevant data related to documents stored in SharePoint Documents Library, saves valuable time and increases users efficiency between CRM and SharePoint teams. When documents are stored in SharePoint with metadata columns, a look up column can link between the document and a record in a SharePoint list. Using SP2CRM Connector, SharePoint […]

continue reading...

 

One of the many advantages of a CRM solution such as Microsoft Dynamics 365 is that it provides a highly flexible and customizable platform from which all your activities can be completed. As such, it can be personalized to meet all your specific needs and adapt to the unique reality of your organization to facilitate […]

continue reading...

 

Put away the calculator and let taxes calculate themselves!   Sure, you can enter taxes in Microsoft Dynamics 365 for Sales (formerly CRM), but wouldn't it be nice if you didn't have to calculate them too? With the Rockton Software Tax Processing app, the taxes are calculated for you. This means your taxes will be […]

continue reading...
 

 
 
Show Buttons
Hide Buttons