CRM Software Logo

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

 
 

Posts Tagged ‘CRM Online’

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 […]

continue reading...

Adding Value to Microsoft Dynamics 365 with Document Generation

Automation has always been a popular concept. Once a staple of science fiction lore, it’s now become part of modern daily lives. One example is office automation which began back in the day with basic document management.  It wasn’t long ago that everyone used typewriters and filing cabinets to manage their office documents, until PCs […]

continue reading...

La version cloud de Microsoft Dynamics 365 profitera bientôt de mises à jour continues

Microsoft change la façon dont les mises à jour de Microsoft Dynamics 365 seront livrées : les mises à jour cloud majeures seront maintenant déployées deux fois par an, soit en avril et en octobre, afin de fournir de nouvelles capacités et fonctionnalités. Ces mises à jour seront rétrocompatibles, alors que les mises à jour de […]

continue reading...

Microsoft Optimizes Delivery of Microsoft Dynamics 365 Cloud Version with Continuous Deployment Updates

Microsoft is changing the way Microsoft Dynamics 365 updates will be delivered: major cloud updates will be deployed twice a year in April and October to provide new capabilities and functionality to all Dynamics 365 users. These updates will be backwards compatible, while regular performance updates will be rolled out throughout the year as before, […]

continue reading...

You implemented a new CRM system. Great! But why is no one using it?

Your new CRM system is up and running. But why isn't anyone using it? According to Principal Analyst Bill Band of Forrester, the biggest threat to a successful CRM project implementation is slow user adoption. Band also states that not only is early and pervasive user acceptance one of the biggest indicators of success, it is a MANDATORY precursor to success. But before we dig into this, it’s important to define exactly what we mean by User Adoption . . .

continue reading...

What Happened to Microsoft Dynamics CRM Online?

Thousands of customers rely on Microsoft Dynamics CRM Online to manage their customer relationships, sales pipelines, marketing campaigns, and service calls. If you’re one of those who utilize CRM Online and have noticed there isn’t much information about it online anymore, don’t fret. Microsoft Dynamics CRM Online has transitioned to Dynamics 365, a new software […]

continue reading...

Microsoft gains the upperhand with it’s LinkedIn purchase.

With Tuesday's approval by the EU of the $26B purchase of LinkedIn, Microsoft can finally get down to revealing its plans for the massive data held by the Social Media giant. In an article on mspoweruser.com, eight integration scenarios were revealed, and we were happy to see that one of them includes Dynamics CRM. The […]

continue reading...

Mobile Sales & Field Service Offline Mobile CRM for Dynamics CRM and Salesforce

Resco, a leading provider of cross-platform mobile CRM solutions to businesses of all sizes has made an announcement today. Their number one fully-fledged offline mobile CRM solution is available to the Salesforce community using mobile sales and field service. Thereby, extending their overall strategy and bringing a platform to any organization that utilizes Salesforce solutions […]

continue reading...

Which is Better, Microsoft Dynamics CRM, or Salesforce?

We get the question all the time: “which is a better CRM, Microsoft Dynamics or Salesforce?” Before I address this, I want to be fully transparent: our company sells Microsoft Dynamics CRM, and not Salesforce. But this will by no means be an article trouncing Salesforce. Far from it. What I will discuss amounts to […]

continue reading...

Working with Data is Easy with Microsoft Dynamics CRM

One of the most ubiquitous business applications is Microsoft Excel. It’s practically synonymous with “spreadsheet” and the de-facto program almost everyone uses for data manipulation. If you’ve ever worked with it, then you’re already halfway to being an expert working with data in Microsoft Dynamics CRM. CRM users generally need to do three things with […]

continue reading...
 

 
 
Show Buttons
Hide Buttons