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Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 

Posts Tagged ‘Document security’

5 Critical CRM Trends For 2020-2021

The world of sales and customer relationship management has been changing rapidly, just like everything else around. Here are the CRM trends to get prepare for this and next year. Photo by Clay Banks on Unsplash Mobile CRM functionality Lucky are those who can forget about work once they cross the office door. But the […]

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The Microsoft Dynamics ecosystem for Millennials – 3 revealing questions

Millennials are incredibly tech-savvy and expect software to be highly customizable, easy to integrate and rich in features.   Following from the launch of CRMSoftwareBlog's white paper 21 reasons millennials prefer Microsoft Dynamics, here is our experts' take on the subject.   We focus on mobility, integration and flexibility,while keeping an eye on Dynamics 365 security […]

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5 Frequently Asked Questions by Dynamics 365 Users and Sysadmins

The Microsoft Dynamics 365 family keeps growing. Maybe it is because of its growth, maybe it is because of its general complexity, the fact is that all sorts of different questions on Dynamics 365  keep coming up, by both users and sysadmins. Here are 5 of the most frequently asked questions on Dynamics 365, with […]

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What happened to CRM user satisfaction?

The satisfaction with CRM systems is decreasing, according to the study "CRM in Practice - User Satisfaction, Benefits and Perspectives 2019/2020 " from Trovarit (published in German CRM in der Praxis – Anwenderzufriedenheit, Nutzen & Perspektiven 2019/2020).   A total of 669 CRM executives were interviewed between April and June this year. They reported on how […]

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Creating Software For D365 That Everyone Needs: Lessons Learned

If in 2014 someone had told us that we would create a program which governments and big corporations would buy without a second thought – do you think we would have believed? A young IT company from a small European country reaching this success – not impossible but very challenging.  Yet it happened. The solution […]

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What You Need To Know If You Store Your CRM Documents In SharePoint

Many sysadmins choose to store CRM documents in SharePoint because managing documents is more intuitive in SharePoint. SharePoint also has very convenient extra functionalities for the end-users such as checking documents out and version history.   Another reason to go for this combination is that data storage is cheaper on the SharePoint side. If the standard SharePoint […]

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