Posts Tagged ‘Crowe Horwath’

Crowe's Logo How to Simplify Commission Calculation for Insurance Benefits Brokers in Microsoft Dynamics 365

Commission calculation for benefits brokers can be complex. You work with multiple insurance carriers and each of them pays a commission. The payment is then split between the agency and the producer. But then it starts to get interesting and oftentimes unmanageable. The amount paid and the split percentage can be based on many variables …

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Crowe's Logo Comparing Microsoft Dynamics 365 Sales Professional vs Sales Enterprise

Should you buy a Sales Professional or a Sales Enterprise user license for Microsoft Dynamics 365? Here is a summary of the differences between these two license types. Our customers cross both editions, however the ones that fall into the Professional category are very happy they are now only paying for the features they need. …

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Crowe's Logo 4 Ways to Avoid Making a Bad Impression With Project-Based Invoicing

As a consulting company, your job is to help your clients to be more efficient. But if your own team does not appear to be efficient, why would anyone hire you? The invoices you send to your customers are a reflection of your company’s internal efficiencies. Your invoicing process can leave either a positive or …

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Crowe's Logo 7 Important Considerations When Implementing PowerBI with Microsoft Dynamics 365

Traditional dashboards within Microsoft Dynamics 365 are powerful, but they do have some limits. For example, a security model applies. (This can be a pro and a con depending on the analysis). There is limited visual reporting options and a 5000 record limit. PowerBI and Customer Insights can provide some great additional functionality.  However there are a few things to be aware of before starting a PowerBI implementation with Microsoft Dynamics 365. Here are seven things to consider.

Crowe's Logo How to Compare CRM Options for the Employee Benefits Broker Industry

Insurance benefits brokers know that using a good CRM system can make them more productive. But, finding one can be easier said than done. A good CRM system can help any business quickly identify new sales opportunities, manage follow-through from lead to close, and nurture existing customers. But the methods and terminology used in the …

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Crowe's Logo Dynamics 365 Support Options - Microsoft Premier Support versus Crowe Managed Support

Some companies that purchase Microsoft Dynamics 365 think that Microsoft Premier Support is the highest level of support available. Until they compare the benefits side by side.   Microsoft Premier Support includes: Business Critical Support Break/Fix Support Annual Support Hours Phone Call Backs  Microsoft Premier Support does not include: Advisory Support Installation of Updates and …

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Crowe's Logo How to Survive the 4 Stages of CRM User Adoption

Just like a good marriage, user adoption for your new CRM system takes work. It doesn’t happen overnight, but it can be done. And the results are worth the effort. Whether you’re starting a new CRM initiative or salvaging an existing one, you must start with the mindset that implementing a new CRM system is …

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Crowe's Logo 8 Reasons to Love Dynamics 365 for Marketing

In my opinion this has been a long time coming and I think Microsoft has finally introduced something that will be embraced by the majority of companies that struggle with marketing. The new Marketing app for Microsoft Dynamics 365 is ONLY available for the Business Edition. There are 6 functional areas the Dynamics 365 Marketing App: …

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Crowe's Logo How We Have Seen Digital Transformation Impact Three Clients

Digital transformation refers to the introduction of technology into your business processes to help your team work smarter, not harder. We’ve seen companies evolve into paperless offices with better organization of documents, centralized security and the automation of certain processes to reduce costs and improve productivity. We’ve also see how better communication technology, for instance …

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Crowe's Logo Dynamics CRM Tip: Unable to Create or Resolve Cases?

By Byron C. Law, Crowe Horwath Creating and resolving “cases” in Dynamics CRM is very important for customer service and support teams. So if you get an error code when you are trying to create or resolve cases, it can slow down productivity. A client presented an issue where they were unable to create or …

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