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How CPQ Software Can Benefit Your Sales Organization

by Experlogix - Businesses involved with sales understand how challenging the process of quoting can be. If your company offers a wide range of products, prices may vary greatly depending on specifications. Generating quotes manually, as is traditional, presents problems with accuracy and is very time-consuming. CPQ software can revolutionize your quoting process and truly benefit your sales …

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Dynamics 365 & Act-On Marketing Automation For Tracking the Customer Journey

by Act-On - There is only one way to add value to your business consistently. That is to keep ahead of rapidly changing customer demands in the marketplace. You can do that by strategically aligning your sales and marketing operations. No doubt you’ve already figured that out. According to studies,  87% percent of sales and marketing leaders believe that …

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Security Role Specific Dashboards in Microsoft Dynamics CRM 2013

by Thomas Ledbetter, Hitachi Solutions (formerly Customer Effective) - A common request of the 2011 version of CRM was the ability to create a dashboard for a group of users, but restrict access to that dashboard from the rest of the organization. An example would typically be an administrative dashboard, which would be very useful to have, but not ideal for standard users to …

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Entity Relationships With Microsoft Dynamics CRM

by AlfapeopleERP - Introduction: Entity relationships represent how entities are related to each other within the Microsoft Dynamics CRM platform. The Microsoft Dynamics CRM customization tools make it easy to create custom entities with no programming experience, but the concepts behind establishing the relationships must be understood if the custom and system entities are to work together. Relationship …

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Microsoft Dynamics CRM: SubGrid Control Functions

by Beringer Technology Group - Here at Beringer, we’re connected to the newest developments with Microsoft and Microsoft Dynamics CRM. With the release of CRM 2016, it’s important that you have support from a Microsoft Gold CRM Partner so your system remains current and in touch with all of the latest technologies.   Today I’d like to talk about the …

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What Businesses and Industries Benefit from CPQ?

by Experlogix - In our last post, we talked about the process of quoting and how much CPQ (Configure, Price, Quote) software can benefit your sales organization. This follow-up will discuss what sort of businesses and industries use CPQ. CPQ apps work with your other business technology, such as CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning). …

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Tips to Maximize the First 100 Days of CRM Adoption

by Peter Wolf, Azamba Consulting Group - The first 100 days of a CRM implementation are the most crucial to set yourself up for success. Forming good habits and promoting user adoption right from the start is much easier than allowing disuse, workarounds, and negativity to take root and then trying to counteract it later. In this article, I'm going to share …

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The Best Replacement for Scribe Insight for Microsoft Dynamics 365 Data Integration

by KingswaySoft Inc - Within the Microsoft Dynamics community, Scribe has been a popular tool for data integration projects for many years. Especially for connecting the Microsoft Dynamics ERP products with Microsoft Dynamics CRM. The big news is that Tibo Scribe Insight is deprecating, or discontinuing support, for their on-premises solution. And the brutal truth is that their new …

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Modifying Multi-Series Dynamics CRM Charts to Use a Single Axis

by ClickDimensions - Microsoft Dynamics CRM gives you the ability to create multi-series charts. This means that you can graph two or more fields side by side so you can compare their values visually. One example of this using ClickDimensions data would be a comparison of delivery, total open and total click email event counts grouped by email …

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6 Reasons to Use Microsoft Dynamics 365 Customer Insights

by HSO - 6 Reasons Why You Should Be Using Microsoft Dynamics 365 Customer Insights  More than ever before, businesses are looking for new ways to gather and utilize customer data. We’re not just talking standard demographics, either. With customers becoming more discerning by the day, businesses need to understand customer behavior -- both online and in retail …

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