CRM Software Logo

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

 
 

Posts Tagged ‘Crowe Horwath’

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: […]

continue reading...

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 […]

continue reading...

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 […]

continue reading...

20 Findings from a Microsoft Dynamics 365 Upgrade Audit

Our client, let’s call it ACME Inc., wanted to upgrade Microsoft Dynamics CRM 2011 to Microsoft Dynamics 365 and SharePoint 2010 to SharePoint 2016. What is the first step? Crowe’s implementation methodology always starts with an analysis phase, especially when it comes to CRM version upgrades. With CRM version upgrades our analysis phase comes in the […]

continue reading...

Microsoft Dynamics 365 Portal – Strengths and Weaknesses Review

What information do people ask you for over and over again? Setting up an online portal gives your audience (either employees, partners or customers) access to information they need, such as support cases, knowledge base articles, community forums, product guides and more. The core functionality of any CRM portal is to expose CRM data to […]

continue reading...

How Do Crowe CRM Consultants Sharpen Their Skill Set?

How often do you feel that you have time to learn something new? It is hard to juggle learning new things in addition to managing your current workload. Any Microsoft Partner that is worth their salt is going to be busy, right? Maintaining happy customers is a lot of work. Then you add all the […]

continue reading...

2 Ways User Acceptance Testing Can Lower Microsoft Dynamics 365 Development Costs

Are you ready to kick the tires on Dynamics 365? When we are working on a Microsoft Dynamics 365 (formerly Dynamics CRM) development project we will release it, in intervals, to a staging environment. This allows you as the customer to “kick the tires” and validate that what we have delivered is what you expected. […]

continue reading...

4 Insider Tips to Save Money on Microsoft Dynamics CRM Training

What is the most effective way to get trained on Microsoft Dynamics CRM without breaking the budget? Microsoft Dynamics CRM (now Microsoft Dynamics 365) users are presented with many options when it comes to training. Based on a few decades of experience in this area, here are my recommendation on how to get the best […]

continue reading...

Why Don’t You Just Tell Me How Much Microsoft Dynamics CRM Will Cost?

“This is what I need; how much will it cost and how long will it take?” These are usually the first questions I am asked about a Microsoft Dynamics CRM (now Dynamics 365) project. It could be about implementing a new system, an upgrade, a customization or even a report. It may seem frustrating at […]

continue reading...

Email vs Excel vs MS Project vs CRM – What is the Best Project Management Tool?

A company does not just decide one day to start using a project management system. If you are a services based company, you have always been managing projects. And you have always had some kind of system in place, even at a most basic level. But at some point you will realize the limitations of […]

continue reading...
 

 
 
Show Buttons
Hide Buttons