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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 dynamics 365’

A Day in the Life of a Strategic Market Manager at Crowe LLP

To be successful in the role of a Strategic Market Manager, access to data is everything. Without the proper data, you can be operational, but not strategic. Your company’s CRM system plays a key role in organizing and optimizing your data for strategic use. Recently, I sat down with Kurt Gilmore, a Strategic Market Manager […]

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4 Ways Dynamics 365 Shortens Sales Cycles

For most businesses, the primary driver behind using a CRM is to drive sales to your business.  Dynamics 365, from Microsoft, allows you to shorten your sales cycle, leading to more sales and higher revenue. We have identified four of the top ways Dynamics 365 shortens sales cycles and accelerate your sales.   1 – Effective Management of contacts, […]

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Use Dynamics 365 to ensure accuracy of shipping times

As more customers look online to make retail purchases, it’s important that businesses do not just sell a great product, but that they also know how to get it to the customer. The accuracy of shipping time is a vital consideration for anyone looking to sell online. And, in 2018, you really should be looking […]

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Can Better Technology Help Network Marketing Teams Reach Their Potential?

The days of distributors selling product out a stockpile in their garage are over. The direct sales and network marketing industry has transformed from that information-poor selling environment to one that is rich in information about the buying and selling behavior of both distributors and customers.   Is your organization effectively using all of this data […]

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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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How to Reduce Dynamics 365 Storage Costs Using Attachment Manager

For Microsoft Dynamics 365 customers concerned about the cost of cloud storage, Azure Blob Storage is an increasingly popular solution. Default storage capacity for Dynamics 365 is 10GB with extra capacity accruing at 5GB per 20 users. This can often prove insufficient if organizations have large volumes of attachments. Email and note attachments often consume the […]

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GDPR Compliance: Top Resources for Dynamics 365 / CRM

The General Data Protection Regulation (GDPR) applies to the use and storage of personal information of European citizens from 25 May 2018. This regulation has an organization-wide impact and businesses worldwide will need to take action in order to comply with European law. The new legal framework for this EU regulation makes a series of important […]

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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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7 Important Considerations When Implementing PowerBI with Microsoft Dynamics 365

Traditional dashboards within Microsoft Dynamics 365 are powerful, but they do have some limits. For example, a security model applies. (This can be a pro and a con depending on the analysis). There is limited visual reporting options and a 5000 record limit. PowerBI and Customer Insights can provide some great additional functionality.  However there are a few things to be aware of before starting a PowerBI implementation with Microsoft Dynamics 365. Here are seven things to consider.

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Discover What’s New in the Microsoft Dynamics 365 V9 Update

Ledgeview Partners takes an inside look at the Microsoft Dynamics 365 Version 9 Update in an On-Demand Webinar that is available to the public. Get expert tips, best practices, and find out everything you need to know with V9 Updates. In this On-Demand Webinar, you will: See User Interface Enhancements to the Existing User Interface: […]

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