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, …
Posts Tagged ‘CRM Online’
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 . . .
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 …
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 …
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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 …
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Spring Clean CRM with Insights Powered by InsideView
There are many great ways to use Insights from within Dynamics CRM, but with it being April, I feel it's the time to do a little spring cleaning. If you have a system filled with leads and contacts that you have not engaged with in months or perhaps even years, then they are most likely not …
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How to Get Started with Voice of the Customer in Microsoft Dynamics CRM 2016
The 2016 CRM update brought with it a lot of changes that will really help you drive business this year. One of these changes is a feature called Voice of the Customer. Basically, what this feature does is help you gather customer feedback so you really understand what's resonating with your clients. Once …
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Achieving Sales Success with CRM 2016
Microsoft Dynamics CRM 2016 focuses on three key areas of enhancement in the latest release which help sales teams deliver smarter, faster and more accurate results. The three key areas are Productivity, Intelligence and Mobility. Productivity – CRM seamlessly embeds productivity tools, including Office 365 and Power BI, SharePoint and OneDrive for Business. Boost sales …