CRM Software Logo

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

 
 

Posts Tagged ‘Dynamics CRM’

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 […]

continue reading...

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 […]

continue reading...

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 […]

continue reading...

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 […]

continue reading...

Mobile Features Face Off: Dynamics CRM vs. Salesforce

As the CRM software market reaches $25.21 billion in 2018, mobile has become a key capability of every modern and comprehensive CRM application. When selecting the right CRM for your business, you need to ensure its mobile features are in line with your goals and are capable of driving you towards success. Both Microsoft Dynamics CRM and […]

continue reading...

What’s Great about Microsoft Dynamics 365’s Unified Interface

One of the beauties of Microsoft Dynamics 365 is its versatility. That versatility is due in large part to Microsoft’s commitment to continue to expand, adding apps that allow modules to connect with one another and handle a variety of business processes. Dynamics 365 Unified Interface (UI) allows a seamless interaction across desktop, mobile, and […]

continue reading...

Marketing Lists Built to Feed Your Marketing Automation Platform

Marketing Lists built from sales data in your Microsoft Dynamics 365 environment can be invaluable marketing tools if assembled and utilized properly. These lists are especially effective when integrated into your marketing automation platform. Doing so allows you to efficiently target the most appropriate audience for any given campaign. What’s more, once you’ve linked your […]

continue reading...

8 Guiding Principles for CRM Implementation Success

When interviewed after the fact, some managers have lamented the things they didn’t know before implementing their CRM (Customer Relationship Management) solutions. To save you the pain of “implementer’s regret,” we’ve identified eight guiding principles designed to make your CRM selection and implementation a success. 1. Start with a vision Which CRM you select will […]

continue reading...

Are You Getting the Most from your CRM? Here’s What Can Help.

If you have a CRM (Customer Relationship Management) solution or are thinking of investing in one, you know that a lot of work goes into the project before you even flip the “on” switch. It’s not unusual for a CRM project leader to spend weeks or months deciding on features, researching different solutions, obtaining executive […]

continue reading...

How to Boost CRM User Adoption in 4 Easy Steps

Are you looking forward to implementing a new or updated CRM (Customer Relationship Management) solution such as Microsoft Dynamics 365/CRM? Or maybe you have just recently done so. It can be discouraging to hear that many CRM projects fail to provide the benefits that the technology promises. But you might be surprised to know that […]

continue reading...
 

 
 
Show Buttons
Hide Buttons