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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 ‘Implementing CRM’

4 Steps to Reducing Risk When Implementing CRM

You may be wondering if it is possible to replace your CRM software solution without endangering ongoing operations. The short answer is ‘Yes’ and we can back that up from personal experience. If your organization relies on your CRM system as its operational platform, you know how valuable it is to you during each and […]

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Microsoft Dynamics CRM Upgrade, or Re-Implementation?

We recently had a Dynamics CRM client with a mature CRM 4.0 deployment move to a brand new start up. They needed to transition their entire on-premise CRM 4.0 setup over to Dynamics CRM 2011 online (complete with new reporting servers, new Active Directory (Office 365), etc.) They decided upon a re-implementation, based on what's […]

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The ABCs of CRM: What You Should Know About Activity Based Costing

"The value of an idea lies in the using of it." Thomas A. Edison I love this quote.  Ideas abound, especially in this day and age with the speed of technology change, new communication mechanisms, etc.  But there is one idea that warrants more consideration in the CRM (customer relationship management) strategy world – Activity […]

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News from Convergence 2013: What Dynamics CRM Users Should Know

Microsoft presented plenty of Dynamics CRM details, updates, and insights at last week’s Convergence conference, and we wanted to share our thoughts on how this information can be of use to current Dynamics CRM users. MarketingPilot will present Dynamics users with new marketing automation options Microsoft’s acquisition of MarketingPilot brings a broad marketing automation package […]

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Implementing Dynamics CRM on an Enterprise Scale? Consider the “Hub and Spoke” Method

Implementing Microsoft Dynamics CRM across an entire company can produce significant customer management and cost cutting benefits. However, this kind of large scale implementation comes with some very specific (and potentially difficult) challenges, such as the need for functional diversity between departments, organizational security requirements, enterprise-wide standardization, and enterprise-wide reporting. For many organizations, a hub-and-spoke […]

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Leader in Thermoform Packaging Accommodates Growth with Microsoft Dynamics CRM

Tray-Pak Corporation in Reading, PA, employs its expertise in custom thermoforming to design and manufacture rigid plastic packaging for clients in a variety of markets. The company's customers include leading, well-known enterprises in the food, consumer products, and medical industries. Because many of Tray-Pak's products are custom-designed and manufactured to customer specifications and requirements, the […]

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How to Get Microsoft Dynamics CRM Deployed in Your Business (How Long it Takes and What’s Involved)

If you’re in the early stages of a CRM project, you need an idea of what’s involved and how long it’s going to take to get Microsoft Dynamics CRM up, running, and improving the efficiency and productivity of your business. With Microsoft Dynamics CRM Online, in theory you can start using the software almost straight […]

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Why is Being Able to Personalise Microsoft Dynamics CRM so Important?

Being able to set up the software the way you like it, and having it tailored to your role, is one of the key features of Microsoft Dynamics CRM 2011. Users can personalise the areas they regularly work with in a whole variety of ways. So why is this important?

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Tips for Deploying Microsoft Dynamics CRM Online (and the Difference From On-Premise)

In the latest release of Microsoft Dynamics CRM, there’s very little difference between Microsoft Dynamics CRM Online (the cloud-based version) and the on-premise version. So, what do you have to do differently if you’re implementing Microsoft Dynamics CRM Online as opposed to on-premise? Here are some tips and advice.

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3 Steps for ReadySetGO: CRM – Microsoft Dynamics CRM Online, Microsoft Dynamics CRM Training, and Basic Data Migration

For over a year, we’ve been running classroom training for Microsoft Dynamics CRM and have noticed a steady increase in people interested in saving time and money by using Microsoft Dynamics CRM “out-of-the-box.”   Several of our clients have been charged with implementing Dynamics CRM in a kind of self-service model where someone has been named […]

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