CRM Software Logo

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


Posts Tagged ‘Dynamics’

June 2020 Webinar – Credit Card Processing using Dynamics 365

[Webinar] June 2020 - Credit Card Processing using Dynamics 365 Being able to accept credit card payments from your clients is a great way to increase cash flow and client satisfaction. Join enCloud9 and iPayments on June 19 to learn about credit card processing using Dynamics 365 and to see how easy it is to add […]

continue reading...

Microsoft Dynamics 365 for Field Service – Custom Serialized Inventory Solution

Microsoft Dynamics 365 for Field Service - Custom Serialized Inventory Solution   Improve outcomes and save money Are you responsible for a large organization with many employees? Do you run a small, niche business? No matter what the specifics of your situation might be, one thing holds true: every part in your inventory costs money. […]

continue reading...

What You Should Know Before You Start Your Free Trial of Microsoft Dynamics CRM

  A common sales closing technique is the “Puppy Dog” close. Lore has it a family visiting a pet store couldn’t decide if they wanted to buy a puppy. The astute shop owner suggested they take the dog home for a few days, and decide after if they wanted to keep it. The family did just […]

continue reading...

Create QuickBooks Customers from Dynamics CRM Accounts

Dynamics CRM gives you the ability to track customer interactions, but the trail ends when customer information leaves Dynamics CRM and enters your accounting and ERP systems. Getting customer history into CRM can fuel your marketing lists and campaigns with quality leads. However, to access customer financial information in CRM often requires manually rekeying the […]

continue reading...

Keep CRM Contact Lists Clean with Excel Automation

Dynamics CRM automates many aspects of list management; for example, when opportunities are closed and marked as "won", Dynamics CRM can automatically update accounts from prospects to customers. Additionally, Dynamic marketing lists can automatically update. For example, when your business development team closes accounts, Dynamics CRM will automatically remove the contacts and companies from your […]

continue reading...

What’s New in Dynamics CRM 2013 – Quick View Forms

In Dynamics CRM 2011 we had the ability to add sub-grids to record forms to display a list view of child records related to a parent record.  For example on the Account form we could display all of the Contact records that were related to the Account.  Also, by customizing this view we could display […]

continue reading...

Show Buttons
Hide Buttons