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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 crm chicago’

How to Create and Use Email Signatures in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to create email signatures in Microsoft Dynamics 365 for Sales.   "How do I create an email signature?" is a very common question from users, especially early on, and they are pretty simple to set up.   They are also […]

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How to Enable Business Process Flows in Microsoft Dynamics 365 for Sales CRM

  In this video by our Dynamics 365 CRM support team, we'll look at how to enable business process flows in Microsoft Dynamics 365 for Sales.   Business process flows are useful for standardizing how your team tackles particular tasks. Basically, they serve as guides for how to get things done.   For example, you […]

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How to Use Connections in Microsoft Dynamics 365 for Sales

  In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities.   Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable […]

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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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Marketing Videos: Microsoft Dynamics CRM Marketing and Marketing Automation

Did you know that the adoption of marketing automation technology is expected to increase by 50% by 2015*?  And one of the best ways to ensure that you capture every lead from your digital and email marketing is to use an integrated CRM and Marketing Automation tool.  See this marketing video to learn how with Microsoft Dynamics […]

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Choose the Best CRM Software to Avoid CRM Shelfware

You are managing sales leads and opportunities on spreadsheets. You and your colleagues have all of your contacts stored individually in Outlook – or worse yet, in their Rolodex. Your teams’ sales pipeline reports come to your inbox in Excel files. You don’t know who your customers are and thusly are not collaborating with them […]

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