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

 
 

 

SharePoint and Dynamics CRM are excellent two standalone products. Integrating Dynamics CRM with SharePoint is disappointing to say the least. It takes few clicks to integrate CRM and SharePoint, which creates folders in SharePoint, in the context of Dynamics CRM entities. Uploading documents from CRM to SharePoint is cumbersome process. It creates cluttered and unorganized […]

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Have you been investigating CRM applications and now you are ready to consider budgeting for one? We have just the tool for you. The CRM Software Blog offers a free, easy, instant way to get an estimate for installation and ongoing costs of Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM). Here’s how the Dynamics 365 […]

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Want to increase user adoption related to activity management in Microsoft Dynamics CRM/365? We have a great, simple solution – Activity Scoring. We can configure your Microsoft CRM system’s activity types and apply scores to each type. Higher value activities can be assigned higher scores. As users complete activities the system is calculating their total […]

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Power BI continues to evolve with new features! As previously mentioned, Power BI can easily be integrated into your Dynamics CRM/365 org with the use of tiles. Recently, they have introduced a feature which allows you to display an entire Power BI Dashboard in your Dynamics 365 org. With these features, you may have concerns about […]

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Marketers today often have numerous objectives and goals, but since it keeps the funnel full and increases revenue, lead generation often is – or should be – at the top of that list. Lead generation also helps sales teams focus their efforts; rather than cold calling and prospecting, they can spend their time on warm […]

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“What is the Cloud?” The answer isn’t entirely clear, but most firms have at least some presence in the Cloud today. In fact, many would say they have a “Cloud-first strategy.” But what, exactly, does that mean? Why are financial services firms moving to the Cloud? Companies move to the Cloud for many reasons. For […]

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I was demonstrating the Dynamics 365 (CRM) Organization Insights at my local CRMUG Chapter Meeting last week and thought this would be a great topic for a Dynamics 365 blog based on the questions and interactions at the meeting. One of the great add-in apps (or solutions) available for Dynamics 365 is called “Organization Insights”. […]

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Business Intelligence is big buzzword in the technology space right now, but it is big for a reason. In nearly every industry, organizations are realizing more and more that they need the ability to see current information in meaningful ways to help make better decisions. Data needs to be immediate to be timely. Looking at […]

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If you're looking to make changes to your business, take a look at Microsoft Dynamics 365. This robust, easy-to-use system eliminates data silos from your company, which improves the transfer of data and the flow of communication within an organization. Managers will also love Microsoft Dynamics 365's adaptability. C-Suite executives have enough to worry about […]

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We are pleased to release Dynamics SPO- SharePoint Organizer. Dynamics SPO has two functions. In this post we describe the Email to SharePoint functionality. The other function is an improvement on the CRM out of box integration with SharePoint (Read more about: #CRMfromMarsSPfromVenus ) Consider an organization selling IT projects or any organization that needs […]

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