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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 ‘Microsoft CRM’

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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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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Top 5 Reasons to Select Microsoft Dynamics 365 for Sales (CRM)

Customer Relationship Management (CRM) Systems are vital in today’s fast-paced business economy to utilize as much data possible to effectively manage ever increasingly complex sales processes and to access critical insights into an organizations’ customers buying trends. Modern CRM systems can help provide the necessary tools for a companies’ both prospects and customers to maximize […]

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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 […]

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CRM Roadmap: Where are you?

One of the great advantages using Microsoft products is their commitment to continuous innovation and improvement. Therefore, it can be easy to lose sight of where you are on the Microsoft CRM roadmap. Specifically, versions and name changes blend together over time. How can you be sure your business is where it needs to be? […]

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BroadPoint Listed by Clutch as a Top CRM Consulting Company in Washington, DC Area

If you are looking for a business technology partner, you might be familiar with Clutch. Clutch is a data-driven field guide to business buying decisions. They interview real clients, collect data, and compare competitors to help you find a firm ideally suited for your project. Clutch has made its reputation by connecting all sized and […]

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Want CRM Success? Serve the Servants First!

  Imagine this:   You’re the owner or manager of a small business. You’re facing mounting competitive pressures and shrinking margins. Differentiation has become harder and harder because your competitors are one click away on the Internet.   You need to create consistent, high-quality experiences to keep prospects and customers coming back for more.   […]

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You implemented a new CRM system. Great! But why is no one using it?

Your new CRM system is up and running. But why isn't anyone using it? According to Principal Analyst Bill Band of Forrester, the biggest threat to a successful CRM project implementation is slow user adoption. Band also states that not only is early and pervasive user acceptance one of the biggest indicators of success, it is a MANDATORY precursor to success. But before we dig into this, it’s important to define exactly what we mean by User Adoption . . .

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Top TAKEAWAYS From the Microsoft Spring Release Event 2018

Did you miss it? No worries - here is the recorded version of the recent Microsoft Spring Release Event and the TOP TAKEAWAYS.   It has been an exciting year of growth and innovation at Microsoft. Business leaders, IT professionals, and developers are embracing the cloud and new technologies like artificial intelligence, business analytics, talent, […]

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