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

 
 

 

In this article, we are going to take a glance at the user experience refresh coming in the July 2017 release of Dynamics 365.   Dynamics CRM 2013 introduced a redesigned User Experience including simplified navigation, flat user interface and a new form model with an optimized layout. While the updated User Experience provided an […]

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There is exciting new functionality ready to be rolled out to Dynamics 365 customers. Join us on Tuesday September 26th at 1pm EST for a free webinar where we will demonstrate the new features being rolled out. Top new features include: Unified User Interface Virtual Entities Customer Insights experience Mobile Improvements Business Edition LinkedIn Integration […]

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In the Microsoft vs Salesforce war, there is a new leader. I have been in the Microsoft Dynamics CRM/365 space for over 14 years. Ever since I can remember Salesforce led most analysts’ reports on CRM/Sales Force Automation. There are a few key reasons why: Salesforce.com was launched in 1999, Microsoft released Dynamics CRM in […]

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SharePoint and Dynamics CRM are excellent products from Microsoft. Is your organization utilizing the CRM and SharePoint integration at satisfying level of efficiency and productivity? As the developers of Dynamics SPO and Dynamics PDF-Docs, for limited period of time only, we are offering free online meeting to discuss with you, on how to improve CRM […]

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Simply put, Microsoft Dynamics 365 is a business productivity platform where everything crucial to developing, improving, and retaining your customer relationships is stored.*  That is why Microsoft offers tailored solutions for sales, marketing, and customer service. While the technology is great, it does not guarantee success. Having a solid team of contributors, and streamlined internal […]

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Digital transformation happens when up-to-date technology is applied to your best business practices. The sum is greater than the parts in that you’ll realize the ROI and potential of your technology while making your business processes more efficient and effective. It’s a win-win for you. Think of all the advancements and changes that have come […]

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Small business owners have a lot on their plate. Each day they're constantly managing everything from client accounts and lead generation to sales and production. And, if they don't have a financial professional on board, these owners may even handle all of the financial work. To grow their companies, owners really should look to streamline […]

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By Greg Inks, Cloud Services Practice Lead Everyone knows who Sarah Connor is…at least those of us who remember “The Terminator.” This iconic movie of the late 20th century told the story of a super computer (Skynet) that became self-aware and took over the world. Advanced computing power and sophisticated programming combined to teach a […]

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Data Validation If you’ve been tasked with integrating data, then you know there are a wide variety of challenges that you must overcome. Every time I’m asked to programmatically import large data sets from a flat file like a CSV or Excel sheet, I think about how Forest Gump would react. If he was a […]

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Have you noticed, no Delete Record step is available in CRM Workflow? You can Create, Update & Assign, but no delete function. Sometimes, records are created temporarily and then need to be deleted immediately thereafter or within set period of time, after they are created. Download this FREE workflow solution with delete function, found in […]

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