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

 
 

Posts Tagged ‘CRM integration’

Staying one step ahead of the competition with XRM and IIoT

It is not easy to maintain that edge and stay one step ahead of the competition. This is the story of Noah Walker, a CRM consultant, that wanted to find a way to help Oliver Smith, production manager at a manufacturing facility, stay ahead of his competition.                 […]

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The Microsoft Dynamics ecosystem for Millennials – 3 revealing questions

Millennials are incredibly tech-savvy and expect software to be highly customizable, easy to integrate and rich in features.   Following from the launch of CRMSoftwareBlog's white paper 21 reasons millennials prefer Microsoft Dynamics, here is our experts' take on the subject.   We focus on mobility, integration and flexibility,while keeping an eye on Dynamics 365 security […]

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What Happens When You Combine Microsoft Teams With Dynamics 365?

Microsoft Teams has become more and more popular. It has grown from 13 million daily active users in July 2019 to 20 million in November 2019. This growth made Teams even bigger than Slack, the main competitor in the area of chat and team collaboration. One of the reasons for such a significant increase is […]

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Connecting a legacy system to Dynamics 365

We all know companies that have a legacy system for a long, long time… longer than we think they should. How can we, as consultants or partners, help them move on? The first question that pops to mind is: "Why don't they just get rid of that old software?". You can see the legacy software […]

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CRM middleware – what it is and how it can work for you

You want to get more out of your CRM. You dream of how much nicer it would be if you could integrate it with this or that piece of software that you use and love. Well, you might not know it, but you are dreaming of CRM middleware! Middleware definition - what is middleware after […]

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Are You Getting the Most from your CRM? Here’s What Can Help.

If you have a CRM (Customer Relationship Management) solution or are thinking of investing in one, you know that a lot of work goes into the project before you even flip the “on” switch. It’s not unusual for a CRM project leader to spend weeks or months deciding on features, researching different solutions, obtaining executive […]

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How to Boost CRM User Adoption in 4 Easy Steps

Are you looking forward to implementing a new or updated CRM (Customer Relationship Management) solution such as Microsoft Dynamics 365/CRM? Or maybe you have just recently done so. It can be discouraging to hear that many CRM projects fail to provide the benefits that the technology promises. But you might be surprised to know that […]

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How to Be Sure You’re Getting the Most Out of Your CRM Solution

If your CRM system is not doing all you hoped it would, there are two common reasons. Either the system was not set up properly with your processes in mind, or perhaps your sales team is not using it properly, or at all. To the untrained, CRM systems can seem difficult to learn and there […]

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How to Integrate Microsoft Teams and Office 365 Groups with Active Directory Groups

As a Microsoft Office 365 user, one of the most valuable 365 features available to you is Groups. In fact, Office 365 Groups allow your organization to set up Microsoft Teams that correspond to departmental divisions: marketing, administration, sales, product development, etc. The Teams feature lets the individuals in a particular team communicate quickly and […]

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How to automate ALL your sales & marketing reports – No more digging through data!

If there’s one thing that’s critical for modern sales and marketing professionals, it’s data. Not just for everyday decision making, but for upper management, as well. After all, it’s not easy to secure a sufficient marketing budget if you have trouble piecing together the numbers to back it up. Anyone who works in the field […]

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