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

 
 

Posts Tagged ‘Dynamics CRM’

Farewell to Dynamics 365 Outlook Client, the Outlook CRM Plugin

How many times have you checked your email today? As our eyes are constantly on our email, apps like Outlook are an attractive destination to plug in new functionality. Doing it helps with user adoption - users are already on Outlook, and they get used to the new functionality fast. Microsoft itself offers several options […]

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3 Critical Considerations When Moving Your Legacy CRM to the Cloud

The growing trend toward Cloud-based CRM (Customer Relationship Management) systems is not without merit. Cloud computing can offer features and processes unavailable in on-premises solutions. Cloud CRM can help you make the best use of your data. It allows you access to the newest technologies. It integrates seamlessly with familiar and indispensable processes that your […]

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Moving to the Cloud – What You Need to Know

Perhaps you're contemplating moving your data and business processes to the Cloud, or maybe you'd like to improve your organization's cloud strategy. Either way, you probably have questions about costs, the migration processes, or even the terminology surrounding cloud technology. As a long-time Cloud Solution Provider (CSP) for Microsoft, BroadPoint has supported many organizations that have […]

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Improve Forecasting with Dynamics 365 For Sales 2020 Release Wave 1

If your business is sales, your number one asset is your customers. And customer satisfaction will determine your ultimate success or failure. There are many philosophies and many tools promoting sales efficiency, and in a competitive marketplace, it’s vital to choose the tools that add value and efficiency to your business. Microsoft Dynamics 365 for […]

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5 Reasons Why You Should Choose a Cloud CRM for Your Business

The realm of enterprise systems has changed dramatically from being standalone systems that enable specific departments to carry out a curated set of tasks. They now play a much bigger role in modern enterprise. In today’s highly integrated IT environment, they need to work in a cohesive manner with all other systems within (and without) […]

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The Ultimate Strategy Guide for Microsoft Dynamics and Marketing Automation

Want to make the most of your Microsoft Dynamics and marketing automation platform integration? You'll need a strategy that considers data, execution, and integration points first. One of the things we love most about Microsoft Dynamics is how customizable the solution is for sales and marketing departments. It's flexible enough to match up with just […]

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How to Upload Business Cards into Dynamics 365 for Sales

How to Upload a Business Card in Dynamics 365 for Sales   The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead […]

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Level-Up! How Dynamics 365 Takes Your Favorite Office 365 Programs to the Next Level

Office 365 is one of the most well-known and acclaimed office suites available to professionals. Consisting of Microsoft Word, Excel, Outlook, Teams, OneNote, SharePoint, Power BI and more, Office 365 has become an industry standard for most companies and organizations. However, the Office 365 most users are familiar with only scratches the surface of what […]

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How Custom Fields in Microsoft Dynamics Connect to Your Marketing Automation Strategy

Whether you’re using Microsoft Dynamics CRM or CE/Sales in Dynamics 365, you’re probably using custom fields to capture information that’s relevant to your business model. Out of the box, Dynamics offers lots of fields that are common to most business types, like First Name, Company, Email Address, and mailing address information—but the beauty of Dynamics […]

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LinkedIn and Dynamics 365/CRM: a Winning Solution

Your CRM solution has a lot of useful information about your leads and customers. But it could have much more if it was linked with LinkedIn. LinkedIn is a social network for professionals, and if your client has a LinkedIn profile, you can learn a lot of valuable information to round out what you have […]

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