Posts Tagged ‘Massachusetts Microsoft Dynamics 365 Partner’

Crowe's Logo Time Tracking in Dynamics 365 – So Easy, Your Team Will Love It

What is worse than the mundane task of time entry? The frustrating task of trying to collect and approve time from an entire team. The “timesheet police” at a consulting company have a thankless job. Fortunately, the right time entry tool for your Microsoft Dynamics 365 system can actually make life easier for everyone. Easy …

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Crowe's Logo User Design UX improvements in Microsoft Dynamics 365 Version 9 Customer Engagement Apps

These days technology system improvements are not only about practical new functionality. It is also about making enhancements that help you to enjoy using the system even more. This is a new emerging specialty called User Experience Design (UX). UX is the process of enhancing user satisfaction by improving the usability, accessibility, and pleasure provided …

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Crowe's Logo Dynamics 365 Support Options - Microsoft Premier Support versus Crowe Managed Support

Some companies that purchase Microsoft Dynamics 365 think that Microsoft Premier Support is the highest level of support available. Until they compare the benefits side by side.   Microsoft Premier Support includes: Business Critical Support Break/Fix Support Annual Support Hours Phone Call Backs  Microsoft Premier Support does not include: Advisory Support Installation of Updates and …

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Crowe's Logo How to Survive the 4 Stages of CRM User Adoption

Just like a good marriage, user adoption for your new CRM system takes work. It doesn’t happen overnight, but it can be done. And the results are worth the effort. Whether you’re starting a new CRM initiative or salvaging an existing one, you must start with the mindset that implementing a new CRM system is …

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Crowe's Logo 13 Features Being Removed From Future Releases of Dynamics 365

Normally we hear about all the great new features being added to Microsoft Dynamics 365. But you also need to be aware of the features and capabilities that are being deprecated Technically "to deprecate" means "to express disapproval of (something)". In the software world, it means something that is “usable but regarded as obsolete and best …

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Crowe's Logo Compare Dynamics 365 for Outlook versus Dynamics 365 App for Outlook

Microsoft has two CRM applications that integrate with Microsoft Outlook. The name is almost the same, but there are specific differences. Dynamics 365 for Outlook Dynamics 365 App for Outlook Late in 2016 Microsoft released their latest Outlook add-on, Dynamics 365 App for Outlook (not to be confused with the original Dynamics 365 for Outlook) to …

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Crowe's Logo Pros and Cons of LinkedIn Sales Navigator for Dynamics 365 Users

Are you a LinkedIn user? Do you use it as a lead generation tool? I recently attended a session on the LinkedIn Sales Navigator. This is different from Insights and the LinkedIn Application for Talent. This is the tool targeted towards salespeople to mine their LinkedIn channel for potential leads. Based on my experience as …

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Crowe's Logo Top 10 Reasons to Make the Switch to the Dynamics 365 Outlook App

Microsoft Dynamics 365 App for Outlook has gotten faster, smarter, and more convenient. Connecting the CRM piece of Dynamics 365 with Outlook makes it easy to track emails, tasks, and appointments without installing any additional software. With the app, you can create records and view information from Dynamics 365 and use your email templates, sales …

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Crowe's Logo 10 Techy Tips Your Team Will Want to Know About Dynamics 365 Mobile Application for Phones & Tablets

Salespeople love mobile CRM. Rarely do they care how it is actually accomplished, they just know that when they can access information quickly on their phone or tablet, everyone is happier and deals close faster. And there are certain people within your organization who will be very happy to know these technical tips from the …

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Crowe's Logo Dynamics CRM Tip: Unable to Create or Resolve Cases?

By Byron C. Law, Crowe Horwath Creating and resolving “cases” in Dynamics CRM is very important for customer service and support teams. So if you get an error code when you are trying to create or resolve cases, it can slow down productivity. A client presented an issue where they were unable to create or …

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