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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

 

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